Prudent Investors Network Inc. Cuts Position in Microsoft Corporation $MSFT

Key Points

• Prudent Investors Network Inc. reduced its Microsoft holdings by 40.8% in Q1, now owning 21,590 shares, valued at approximately $8.1 million.
• Microsoft's stock price rose by 0.5% during midday trading, reaching $507.97, with a market cap of $3.78 trillion.
• The company announced a quarterly dividend of $0.83 to be paid on September 11th, representing an annual yield of 0.7%.

Prudent Investors Network Inc. trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 40.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 21,590 shares of the software giant's stock after selling 14,894 shares during the quarter. Microsoft accounts for approximately 2.3% of Prudent Investors Network Inc.'s investment portfolio, making the stock its 17th biggest holding. Prudent Investors Network Inc.'s holdings in Microsoft were worth $8,105,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. WFA Asset Management Corp boosted its stake in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% in the 2nd 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 in the last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick acquired a new stake in Microsoft in the 4th quarter worth about $1,375,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on MSFT. Loop Capital lifted their price objective on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Oppenheimer lifted their price objective on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Barclays reiterated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Finally, Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Trading Down 2.6%

Shares of MSFT stock traded down $12.97 during trading on Friday, hitting $495.00. 31,963,969 shares of the stock traded hands, compared to its average volume of 22,259,959. The firm has a market capitalization of $3.68 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm's fifty day moving average price is $509.95 and its 200-day moving average price is $450.01. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction that occurred 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 sale, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

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.