WD Rutherford LLC Has $7.89 Million Position in Microsoft Corporation $MSFT

WD Rutherford LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,861 shares of the software giant's stock after selling 1,048 shares during the period. Microsoft makes up 3.6% of WD Rutherford LLC's investment portfolio, making the stock its 2nd biggest holding. WD Rutherford LLC's holdings in Microsoft were worth $7,889,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of MSFT. Bulwark Capital Corp bought a new stake in Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC boosted its holdings in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after acquiring an additional 58 shares during the period. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the fourth quarter valued at about $31,000. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after acquiring an additional 30 shares during the period. Finally, LSV Asset Management bought a new stake in Microsoft during the fourth quarter valued at about $44,000. 71.13% of the stock is currently owned by institutional investors.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction 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 stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ MSFT opened at $513.57 on Wednesday. The firm has a market cap of $3.82 trillion, a price-to-earnings ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. The company has a 50 day moving average of $512.41 and a 200-day moving average of $473.51. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate 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 was up 18.1% on a year-over-year basis. During the same quarter last year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts forecast 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. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 24.34%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on MSFT. Arete upped their price target on shares of Microsoft from $700.00 to $710.00 and gave the company a "buy" rating in a report on Wednesday, October 1st. KeyCorp raised shares of 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. Oppenheimer upped their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Citigroup upped their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research report on Tuesday, July 22nd. Finally, Royal Bank Of Canada reaffirmed a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research report on Friday, October 3rd. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $618.47.

Microsoft 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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