Microsoft Corporation $MSFT Stock Holdings Trimmed by Strait & Sound Wealth Management LLC

Strait & Sound Wealth Management LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,935 shares of the software giant’s stock after selling 896 shares during the period. Microsoft makes up 7.6% of Strait & Sound Wealth Management LLC’s holdings, making the stock its 2nd largest position. Strait & Sound Wealth Management LLC’s holdings in Microsoft were worth $17,875,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its position in shares of 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 acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in shares of Microsoft by 410.4% in the 3rd 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. raised its stake 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 acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Shares of Microsoft stock opened at $485.50 on Thursday. The firm has a market cap of $3.61 trillion, a PE ratio of 34.53, a P/E/G ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business has a 50-day moving average price of $510.92 and a 200 day moving average price of $499.71.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period last year, the company earned $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 25.89%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MSFT. Piper Sandler restated an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. Rothschild Redb lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Guggenheim set a $675.00 price objective on shares of Microsoft in a report on Wednesday, November 19th. Wedbush reissued an “outperform” rating and set a $625.00 target price on shares of Microsoft in a report on Wednesday, October 22nd. Finally, Rothschild & Co Redburn restated a “neutral” rating and set a $500.00 target price (down from $560.00) on shares of Microsoft in a research report on Tuesday, November 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $634.33.

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.