Silver Oak Wealth Advisors Services LLC Decreases Stake in Microsoft Corporation $MSFT

Silver Oak Wealth Advisors Services LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.6% during the second quarter, Holdings Channel.com reports. The institutional investor owned 1,333 shares of the software giant’s stock after selling 109 shares during the quarter. Microsoft accounts for about 0.5% of Silver Oak Wealth Advisors Services LLC’s investment portfolio, making the stock its 23rd biggest holding. Silver Oak Wealth Advisors Services LLC’s holdings in Microsoft were worth $663,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its position in Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares during the last quarter. Northern Trust Corp increased its holdings in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after buying an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after acquiring an additional 5,370,546 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of MSFT stock opened at $472.12 on Friday. The company has a market capitalization of $3.51 trillion, a P/E ratio of 33.58, a P/E/G ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business’s 50 day moving average is $512.88 and its two-hundred day moving average is $498.82. 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 (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The firm 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%.The business’s revenue was up 18.4% on a year-over-year basis. During the same quarter last year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Analysts expect that Microsoft Corporation will post 13.08 EPS 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 given a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is currently 25.89%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MSFT. Daiwa Capital Markets reduced their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a report on Friday, November 7th. BMO Capital Markets reduced their price objective on Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. UBS Group reaffirmed a “buy” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Finally, Scotiabank boosted their price target on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a report on Thursday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $634.33.

Insider Transactions at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was 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 $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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.