Perigon Wealth Management LLC Decreases Stake in Microsoft Corporation $MSFT

Perigon Wealth Management LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 159,451 shares of the software giant's stock after selling 16,405 shares during the quarter. Microsoft makes up 1.9% of Perigon Wealth Management LLC's investment portfolio, making the stock its 6th biggest holding. Perigon Wealth Management LLC's holdings in Microsoft were worth $79,313,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MSFT. WFA Asset Management Corp grew its stake in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 0.5%

MSFT opened at $522.40 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.88 trillion, a PE ratio of 38.30, a P/E/G ratio of 2.29 and a beta of 1.03. The company's 50-day moving average is $513.39 and its 200 day moving average is $470.36.

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 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 for 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 firm's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. This is a positive change 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 yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 24.34%.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 completion of the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. 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 brokerages recently weighed in on MSFT. Wall Street Zen raised shares of Microsoft from a "hold" rating to a "buy" rating in a research note on Friday, October 3rd. KeyCorp raised shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target on the stock in a research report on Thursday, July 31st. DA Davidson upped their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Truist Financial upped their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research report on Monday, August 18th. Finally, Arete upped their price target on shares of Microsoft from $700.00 to $710.00 and gave the company a "buy" rating in a research report on Wednesday, October 1st. 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 stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $618.47.

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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