Davidson Trust Co. Sells 1,291 Shares of Microsoft Corporation $MSFT

Davidson Trust Co. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 39,953 shares of the software giant’s stock after selling 1,291 shares during the quarter. Microsoft accounts for approximately 9.2% of Davidson Trust Co.’s holdings, making the stock its biggest position. Davidson Trust Co.’s holdings in Microsoft were worth $19,873,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of MSFT. WFA Asset Management Corp lifted its position in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. Sanford C. Bernstein increased their price objective on shares of Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Melius Research increased their price target on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Royal Bank Of Canada set a $640.00 price objective on Microsoft in a research note on Wednesday, October 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $630.00 target price on shares of Microsoft in a research report on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $634.47.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction 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 sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of MSFT stock opened at $508.68 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.78 trillion, a PE ratio of 36.18, a PEG ratio of 2.36 and a beta of 1.02. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock’s fifty day moving average is $513.93 and its 200-day moving average is $494.92.

Microsoft (NASDAQ:MSFT) last released its quarterly 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 business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.During the same period in the previous year, the business posted $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

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.