Microsoft Corporation $MSFT Stock Holdings Trimmed by Beaumont Financial Advisors LLC

Key Points

• Beaumont Financial Advisors LLC reduced its Microsoft holdings by 1.0% in Q2, now owning 132,275 shares, valued at approximately $65.8 million.
• Several analysts have increased their price targets for Microsoft, with UBS raising it to $650 and Bank of America to $640, reflecting a strong consensus of "buy" ratings.
• Microsoft announced an increase in its quarterly dividend from $0.83 to $0.91 per share, with the dividend yield now standing at 0.7%.

Beaumont Financial Advisors LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,275 shares of the software giant's stock after selling 1,372 shares during the quarter. Microsoft comprises approximately 4.8% of Beaumont Financial Advisors LLC's portfolio, making the stock its largest holding. Beaumont Financial Advisors LLC's holdings in Microsoft were worth $65,795,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. WFA Asset Management Corp increased its holdings in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. UBS Group restated a "buy" rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Sanford C. Bernstein raised their price target on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Bank of America lifted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Weiss Ratings reiterated a "buy (b)" rating on shares of Microsoft in a report on Wednesday. Finally, DA Davidson lifted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on 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 sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

NASDAQ:MSFT opened at $510.96 on Friday. The company has a fifty day simple moving average of $513.12 and a two-hundred day simple moving average of $471.16. The company has a market cap 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. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

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

Microsoft Increases Dividend

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

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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