Microsoft Corporation $MSFT Shares Sold by Pennsylvania Capital Management Inc. ADV

Key Points

• Pennsylvania Capital Management Inc. ADV reduced its Microsoft shares by 11.6%, now holding 77,291 shares valued at $38.4 million, making it their largest position.
• Microsoft reported strong earnings of $3.65 per share for the last quarter, exceeding estimates by $0.30, with revenues of $76.44 billion.
• The company announced an increased quarterly dividend of $0.91, up from $0.83, with the ex-dividend date on November 20th.

Pennsylvania Capital Management Inc. ADV lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,291 shares of the software giant's stock after selling 10,169 shares during the period. Microsoft accounts for approximately 12.3% of Pennsylvania Capital Management Inc. ADV's portfolio, making the stock its largest position. Pennsylvania Capital Management Inc. ADV's holdings in Microsoft were worth $38,445,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp lifted its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its position in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

Shares of MSFT opened at $513.58 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock's 50 day moving average is $511.82 and its two-hundred day moving average is $476.28. The firm has a market capitalization of $3.82 trillion, a PE ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the company earned $2.95 EPS. The firm's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is presently 24.34%.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. BMO Capital Markets boosted their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. Melius Research upped their target price on shares of Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, October 9th. Finally, Evercore ISI upped their target price on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a report on Friday, July 25th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $618.97.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

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