Microsoft Corporation $MSFT Stock Position Trimmed by FCG Investment Co

Key Points

• FCG Investment Co reduced its stake in Microsoft by 3.1%, now holding 30,397 shares valued at approximately $15.12 million.
• Microsoft executives, including CEO Satya Nadella, sold significant shares, with Nadella's sale amounting to $75.3 million, resulting in a 15.87% decrease in his ownership.
• Analysts have increased their price targets for Microsoft, with Cantor Fitzgerald setting a new target of $639, indicating market confidence despite recent stock fluctuations.

FCG Investment Co trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,397 shares of the software giant's stock after selling 985 shares during the period. Microsoft comprises 7.9% of FCG Investment Co's holdings, making the stock its 2nd largest position. FCG Investment Co's holdings in Microsoft were worth $15,120,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the second quarter valued at approximately $32,000. Westend Capital Management LLC boosted its position in shares of Microsoft by 386.7% during 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 period. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the fourth quarter valued at $31,000. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares during the period. Finally, LSV Asset Management acquired a new stake in Microsoft in the fourth quarter valued at $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 in the company, 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. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on MSFT shares. Cantor Fitzgerald boosted their price target on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Wells Fargo & Company lifted their price objective on Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research report on Monday. Oppenheimer boosted their price target on Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Bank of America upped their price objective on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Scotiabank upped their price objective on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $618.47.

Microsoft Trading Down 2.2%

Microsoft stock opened at $510.96 on Friday. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a 50 day simple moving average of $513.12 and a 200-day simple moving average of $471.16.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same period last year, the firm posted $2.95 earnings per share. The firm'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. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm 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. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is 24.34%.

Microsoft 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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