Microsoft Corporation $MSFT Shares Sold by YHB Investment Advisors Inc.

Key Points

• YHB Investment Advisors Inc. reduced its stake in Microsoft Corporation by 0.8% in Q2, owning 150,382 shares, which constitutes around 5.8% of its investment portfolio.
• CEO Satya Nadella recently sold 149,205 shares for approximately $75 million, reducing his ownership by 15.87%.
• Microsoft's quarterly earnings showed a net revenue of $76.44 billion, surpassing estimates, with earnings per share at $3.65 compared to the expected $3.35.

YHB Investment Advisors Inc. decreased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 150,382 shares of the software giant's stock after selling 1,265 shares during the quarter. Microsoft accounts for about 5.8% of YHB Investment Advisors Inc.'s investment portfolio, making the stock its largest holding. YHB Investment Advisors Inc.'s holdings in Microsoft were worth $74,801,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $44,343,058,000. Nuveen LLC acquired a new stake in shares of Microsoft during the first quarter worth approximately $18,733,827,000. GAMMA Investing LLC grew its position in shares of Microsoft by 40,290.4% during the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant's stock worth $17,528,950,000 after buying an additional 46,579,693 shares in the last quarter. Northern Trust Corp grew its position in shares of Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after buying an additional 11,600,470 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Microsoft by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after buying an additional 10,431,988 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on 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 of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Barclays reissued an "overweight" rating and set a $625.00 price target on shares of Microsoft in a research report on Friday, August 29th. Truist Financial raised their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Royal Bank Of Canada raised their price target on shares of Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. DA Davidson raised their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Finally, Stifel Nicolaus raised their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $614.45.

Microsoft Stock Performance

Shares of MSFT opened at $511.46 on Friday. The business's fifty day moving average price is $512.03 and its 200 day moving average price is $462.06. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the company posted $2.95 earnings per share. The company'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. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's dividend payout ratio is presently 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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