Private Trust Co. NA Sells 1,211 Shares of Microsoft Corporation $MSFT

Private Trust Co. NA cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 75,258 shares of the software giant's stock after selling 1,211 shares during the quarter. Microsoft makes up approximately 2.9% of Private Trust Co. NA's investment portfolio, making the stock its 2nd largest position. Private Trust Co. NA's holdings in Microsoft were worth $28,251,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of MSFT. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Tallon Kerry Patrick acquired a new position in Microsoft in the fourth quarter valued at approximately $1,375,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of MSFT traded down $3.8540 during trading hours on Wednesday, hitting $505.9160. 13,218,214 shares of the stock were exchanged, compared to its average volume of 22,237,680. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market cap of $3.76 trillion, a price-to-earnings ratio of 37.09, a price-to-earnings-growth ratio of 2.26 and a beta of 1.06. The stock's 50-day moving average price is $504.26 and its two-hundred day moving average price is $442.37.

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

Microsoft Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Westpark Capital restated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Raymond James Financial boosted their price objective on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. Loop Capital boosted their price objective on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Finally, Guggenheim restated a "neutral" rating on shares of Microsoft in a research report on Thursday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Transactions at Microsoft

In other Microsoft 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. In the last three months, insiders sold 8,850 shares of company stock valued at $4,406,512. 0.03% of the stock is owned by corporate 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.