Microsoft Corporation $MSFT Stock Position Cut by Burns J W & Co. Inc. NY

Key Points

• Burns J W & Co. Inc. NY reduced its stake in Microsoft Corporation by 0.8%, now holding 131,014 shares valued at approximately $65.17 million, making it their largest investment.
• Microsoft reported $3.65 EPS for the last quarter, exceeding analysts' expectations of $3.35, with a revenue increase to $76.44 billion, an 18.1% year-over-year growth.
• The company announced a quarterly dividend of $0.91 per share, marking an increase from the previous $0.83 dividend, with an expected annual yield of 0.7%.

Burns J W & Co. Inc. NY cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 131,014 shares of the software giant's stock after selling 1,067 shares during the quarter. Microsoft makes up approximately 7.9% of Burns J W & Co. Inc. NY's investment portfolio, making the stock its largest position. Burns J W & Co. Inc. NY's holdings in Microsoft were worth $65,168,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. WFA Asset Management Corp grew its position in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in 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 period. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% during the fourth 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 raised its holdings in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

NASDAQ:MSFT opened at $511.46 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm's fifty day simple moving average is $512.03 and its 200-day simple moving average is $462.60. 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 cap of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates 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 analyst estimates of $73.79 billion. During the same period in the prior year, the firm earned $2.95 earnings per share. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect 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 issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Analyst Ratings Changes

MSFT has been the subject of a number of research analyst reports. Sanford C. Bernstein lifted their price target on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Barclays reissued an "overweight" rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Oppenheimer increased their target price on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Finally, Loop Capital raised their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $614.45.

Insider Buying and Selling

In related news, 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction that occurred on Tuesday, August 12th. The shares were 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 of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

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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