Octavia Wealth Advisors LLC Trims Stock Position in Microsoft Corporation $MSFT

Octavia Wealth Advisors LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,049 shares of the software giant's stock after selling 907 shares during the quarter. Microsoft makes up about 1.1% of Octavia Wealth Advisors LLC's holdings, making the stock its 19th biggest holding. Octavia Wealth Advisors LLC's holdings in Microsoft were worth $9,973,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brady Martz Wealth Solutions LLC grew its position in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC grew its position in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock worth $860,000 after buying an additional 37 shares during the period. Modern Wealth Management LLC grew its position in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock worth $54,376,000 after buying an additional 40,860 shares during the period. Well Done LLC grew its position in shares of Microsoft by 8.9% in the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant's stock worth $4,930,000 after buying an additional 814 shares during the period. Finally, Lantz Financial LLC grew its position in shares of Microsoft by 2.5% in the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock worth $12,042,000 after buying an additional 580 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Weiss Ratings reissued a "buy (b)" rating on shares of Microsoft in a research report on Wednesday. Piper Sandler increased their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Mizuho increased their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Cantor Fitzgerald increased their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Finally, Stifel Nicolaus increased their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a research report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the 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 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. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 completion of the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $522.40 on Friday. The firm's 50 day moving average price is $513.39 and its 200-day moving average price is $470.36. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 capitalization of $3.88 trillion, a PE ratio of 38.30, a price-to-earnings-growth ratio of 2.29 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the prior year, the business earned $2.95 EPS. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 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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