Quattro Financial Advisors LLC Sells 53,502 Shares of Microsoft Corporation $MSFT

Key Points

• Quattro Financial Advisors LLC has reduced its stake in Microsoft Corporation by 50.9%, selling 53,502 shares, and now holds 51,518 shares valued at approximately $19.3 million.
• Several hedge funds have increased their positions in Microsoft, including WFA Asset Management Corp, which raised its stake by 27%, indicating ongoing institutional interest in the software giant.
• Microsoft's stock received multiple price target upgrades, with analysts recommending a consensus "Moderate Buy" rating and a price target of approximately $612.54, reflecting strong market confidence.

Quattro Financial Advisors LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 51,518 shares of the software giant's stock after selling 53,502 shares during the quarter. Microsoft comprises about 6.6% of Quattro Financial Advisors LLC's investment portfolio, making the stock its 2nd biggest holding. Quattro Financial Advisors LLC's holdings in Microsoft were worth $19,339,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in MSFT. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% during 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. grew its position in 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 buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in 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 buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its position in 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 buying an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick acquired a new position in Microsoft in the fourth quarter worth approximately $1,375,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

MSFT has been the topic of several recent research reports. Jefferies Financial Group lifted their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. The Goldman Sachs Group lifted their price target on shares of Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a research report on Wednesday, May 21st. TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Guggenheim restated a "neutral" rating on shares of Microsoft in a research report on Thursday, May 1st. Finally, KeyCorp upgraded 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. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Over the last three months, insiders have sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company's stock.

Microsoft Trading Down 0.8%

NASDAQ MSFT opened at $505.72 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market cap of $3.76 trillion, a price-to-earnings ratio of 37.08, a PEG ratio of 2.23 and a beta of 1.06. The firm's 50 day moving average price is $504.93 and its two-hundred day moving average price is $442.81.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during 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 company's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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 paid a dividend of $0.83 per share. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 24.34%.

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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