Microsoft Corporation $MSFT Shares Sold by TCI Wealth Advisors Inc.

Key Points

• TCI Wealth Advisors Inc. reduced its stake in Microsoft by 6.1%, now holding 32,292 shares valued at approximately $16 million.
• Insider selling has been notable, with CEO Satya Nadella selling 149,205 shares and EVP Takeshi Numoto selling 4,850 shares recently.
• Brokerage firms have increased Microsoft’s target price, with BMO Capital Markets raising it from $550 to $650, indicating strong investor optimism.

TCI Wealth Advisors Inc. trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 32,292 shares of the software giant's stock after selling 2,095 shares during the quarter. Microsoft comprises 1.1% of TCI Wealth Advisors Inc.'s investment portfolio, making the stock its 21st biggest holding. TCI Wealth Advisors Inc.'s holdings in Microsoft were worth $16,062,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Randolph Co Inc lifted its position in Microsoft by 2.3% during the 2nd quarter. Randolph Co Inc now owns 87,738 shares of the software giant's stock worth $43,642,000 after acquiring an additional 2,011 shares during the period. Legend Financial Advisors Inc. acquired a new stake in Microsoft during the 2nd quarter worth approximately $69,000. A. D. Beadell Investment Counsel Inc. lifted its position in Microsoft by 3.0% during the 2nd quarter. A. D. Beadell Investment Counsel Inc. now owns 5,898 shares of the software giant's stock worth $2,933,000 after acquiring an additional 170 shares during the period. CX Institutional raised its stake in shares of Microsoft by 9.7% during the 2nd quarter. CX Institutional now owns 92,380 shares of the software giant's stock worth $45,951,000 after buying an additional 8,204 shares in the last quarter. Finally, Holland Advisory Services Inc. raised its stake in shares of Microsoft by 20.2% during the 2nd quarter. Holland Advisory Services Inc. now owns 3,108 shares of the software giant's stock worth $1,546,000 after buying an additional 522 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of 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 position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on MSFT. BMO Capital Markets increased their target price on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Wells Fargo & Company increased their target price on Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research note on Monday. Wall Street Zen raised Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday. Sanford C. Bernstein increased their target price on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, Westpark Capital reissued a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $618.47.

Microsoft Price Performance

MSFT stock opened at $510.96 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock's fifty day simple moving average is $513.12 and its 200-day simple moving average is $471.16. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.46, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03.

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

Microsoft Increases Dividend

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

About Microsoft

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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