Microsoft Corporation $MSFT Shares Sold by Jeppson Wealth Management LLC

Jeppson Wealth Management LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,604 shares of the software giant’s stock after selling 545 shares during the period. Microsoft makes up approximately 2.3% of Jeppson Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Jeppson Wealth Management LLC’s holdings in Microsoft were worth $6,767,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. LeConte Wealth Management LLC lifted its stake in shares of Microsoft by 44.4% during the second quarter. LeConte Wealth Management LLC now owns 7,452 shares of the software giant’s stock worth $3,707,000 after buying an additional 2,290 shares during the period. Level Financial Advisors raised its holdings in shares of 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 purchasing an additional 20 shares during the last quarter. Sightline Wealth Advisors LLC lifted its position in Microsoft by 5.4% during the second quarter. Sightline Wealth Advisors LLC now owns 3,331 shares of the software giant’s stock valued at $1,657,000 after purchasing an additional 170 shares during the period. Avaii Wealth Management LLC lifted its position in Microsoft by 1.9% during the second quarter. Avaii Wealth Management LLC now owns 2,451 shares of the software giant’s stock valued at $1,219,000 after purchasing an additional 46 shares during the period. Finally, Palumbo Wealth Management LLC lifted its position in Microsoft by 0.3% during the second quarter. Palumbo Wealth Management LLC now owns 20,081 shares of the software giant’s stock valued at $9,989,000 after purchasing an additional 59 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

NASDAQ:MSFT opened at $524.85 on Thursday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $3.90 trillion, a price-to-earnings ratio of 38.48, a PEG ratio of 2.28 and a beta of 1.03. The company’s 50-day moving average is $513.61 and its two-hundred day moving average is $469.46. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for 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%. Microsoft’s revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer 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 disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the subject of a number of research reports. Evercore ISI boosted their target price on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Loop Capital boosted their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Stifel Nicolaus lifted their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. Finally, Raymond James Financial lifted their price objective on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $618.47.

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.