Compound Global Advisors LLC Sells 971 Shares of Microsoft Corporation $MSFT

Key Points

• Compound Global Advisors LLC has reduced its stake in Microsoft by 27.7%, selling 971 shares and now holding 2,529 shares valued at approximately $901,000.
• Major institutional investors have increased their holdings in Microsoft, with Vanguard Group and Northern Trust Corp raising their positions by 1.5% and 16.1% respectively in the fourth quarter.
• The company reported a quarterly earnings per share (EPS) of $3.65, exceeding expectations, alongside a revenue of $76.44 billion, showcasing an 18.1% year-over-year increase.

Compound Global Advisors LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 27.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,529 shares of the software giant's stock after selling 971 shares during the quarter. Microsoft comprises about 5.3% of Compound Global Advisors LLC's investment portfolio, making the stock its 4th biggest position. Compound Global Advisors LLC's holdings in Microsoft were worth $901,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp grew its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying 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 valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick bought a new position in shares of Microsoft during the fourth quarter valued at approximately $1,375,000. 71.13% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. 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. Raymond James Financial boosted their price target on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a report on Monday, July 28th. Truist Financial set a $675.00 target price on Microsoft and gave the stock a "buy" rating in a report on Monday. Bank of America upped their target price on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, UBS Group restated a "buy" rating and set a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Down 1.4%

Shares of MSFT traded down $7.4250 during midday trading on Tuesday, hitting $509.6750. 12,654,787 shares of the company's stock traded hands, compared to its average volume of 22,237,453. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm's fifty day moving average is $503.49 and its 200-day moving average is $441.90. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.38, a price-to-earnings-growth ratio of 2.28 and a beta of 1.06.

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

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be given a $0.83 dividend. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio is presently 24.34%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 21,500 shares of the company's stock in a transaction on Wednesday, May 21st. The shares were sold at an average price of $453.77, for a total value of $9,756,055.00. Following the completion of the transaction, the executive vice president directly owned 134,888 shares in the company, valued at approximately $61,208,127.76. The trade was a 13.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 30,350 shares of company stock worth $14,162,567. 0.03% of the stock is owned by insiders.

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.