Microsoft Corporation $MSFT Stock Position Reduced by Traveka Wealth LLC

Key Points

• Traveka Wealth LLC has reduced its Microsoft stock holdings by 8.9%, now owning 12,832 shares valued at approximately $6.38 million.
• CEO Satya Nadella sold 149,205 shares at an average price of $504.78, reducing his ownership by 15.87% to 790,852 shares.
• Microsoft recently announced a quarterly dividend increase to $0.91 per share, reflecting a 0.7% yield and a payout ratio of 24.34%.

Traveka Wealth LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,832 shares of the software giant's stock after selling 1,247 shares during the period. Microsoft accounts for approximately 3.4% of Traveka Wealth LLC's holdings, making the stock its 4th largest position. Traveka Wealth LLC's holdings in Microsoft were worth $6,383,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in MSFT. Newton One Investments LLC grew its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new stake in Microsoft in the fourth quarter worth approximately $31,000. Bulwark Capital Corp bought a new stake in Microsoft in the second quarter worth approximately $32,000. Westend Capital Management LLC lifted its stake in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after buying an additional 58 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter worth $44,000. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, 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 position. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Down 0.5%

MSFT opened at $522.40 on Friday. The firm's 50-day simple moving average is $513.39 and its 200-day simple moving average is $470.36. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market cap of $3.88 trillion, a price-to-earnings ratio of 38.30, a PEG ratio of 2.29 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. The firm's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business 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 dividend of $0.91 per share. 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 an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on MSFT shares. Piper Sandler boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. BMO Capital Markets boosted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. UBS Group restated a "buy" rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. DA Davidson boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Raymond James Financial boosted their price objective on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research note on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $618.47.

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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