PCG Wealth Advisors LLC Sells 916 Shares of Microsoft Corporation $MSFT

Key Points

• PCG Wealth Advisors LLC reduced its stake in Microsoft Corporation by 13.4%, selling 916 shares during the first quarter, resulting in holdings valued at $2,228,000.
• Microsoft reported strong Q2 earnings, with $3.65 earnings per share and revenue of $76.44 billion, surpassing analyst expectations.
• The company announced a quarterly dividend of $0.83 to be paid on September 11, representing an annualized yield of 0.7%.

PCG Wealth Advisors LLC decreased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,934 shares of the software giant's stock after selling 916 shares during the period. PCG Wealth Advisors LLC's holdings in Microsoft were worth $2,228,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brady Martz Wealth Solutions LLC lifted its position in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after acquiring an additional 95 shares during the last quarter. Strategic Financial Services Inc. boosted its holdings in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after acquiring an additional 1,268 shares during the period. Elevate Wealth Advisory Inc. boosted its holdings in shares of Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after acquiring an additional 1,043 shares during the period. Intellus Advisors LLC bought a new stake in shares of Microsoft during the fourth quarter worth approximately $16,075,000. Finally, Meridian Wealth Advisors LLC boosted its holdings in shares of Microsoft by 3.8% during the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock worth $23,144,000 after acquiring an additional 2,014 shares during the period. Institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research analyst reports. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Westpark Capital restated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Stifel Nicolaus boosted their price objective on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a report on Monday, July 28th. Sanford C. Bernstein boosted their price objective on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Finally, Truist Financial boosted their price objective on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a report on Monday, August 18th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Down 0.6%

NASDAQ MSFT opened at $506.69 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a 50 day moving average of $508.77 and a 200-day moving average of $447.85. The company has a market cap of $3.77 trillion, a price-to-earnings ratio of 37.15, a PEG ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 the consensus estimate of $73.79 billion. During the same period in the previous year, the business earned $2.95 earnings per share. The firm's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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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