Segment Wealth Management LLC Has $34.47 Million Position in Microsoft Corporation $MSFT

Segment Wealth Management LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,303 shares of the software giant's stock after selling 2,019 shares during the quarter. Microsoft comprises 2.2% of Segment Wealth Management LLC's portfolio, making the stock its 7th largest holding. Segment Wealth Management LLC's holdings in Microsoft were worth $34,472,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. PMV Capital Advisers LLC increased its position in Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock worth $178,000 after buying an additional 20 shares during the last quarter. Seek First Inc. increased its position in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock worth $675,000 after buying an additional 20 shares during the last quarter. Level Financial Advisors increased its position in Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock worth $1,333,000 after buying an additional 20 shares during the last quarter. Red Mountain Financial LLC increased its position in Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant's stock worth $1,373,000 after buying an additional 20 shares during the last quarter. Finally, Guided Capital Wealth Management LLC increased its position in Microsoft by 0.4% during the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock worth $2,688,000 after buying an additional 21 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

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

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Evercore ISI increased their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Melius Research increased their target price on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Bank of America raised their price target on Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, DA Davidson raised their price target on Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $617.44.

Microsoft Stock Up 0.6%

MSFT stock opened at $523.61 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market cap of $3.89 trillion, a PE ratio of 38.39, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03. The business's 50-day simple moving average is $511.52 and its 200 day simple moving average is $480.95. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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 return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the business earned $2.95 earnings per share. The firm's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. 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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