Microsoft Corporation $MSFT Holdings Lessened by Earned Wealth Advisors LLC

Earned Wealth Advisors LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.5% in the second quarter, Holdings Channel reports. The institutional investor owned 22,791 shares of the software giant’s stock after selling 1,338 shares during the period. Microsoft comprises about 2.2% of Earned Wealth Advisors LLC’s portfolio, making the stock its 9th biggest holding. Earned Wealth Advisors LLC’s holdings in Microsoft were worth $11,336,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of MSFT. Bulwark Capital Corp purchased a new position in Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC lifted its position in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares in the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter valued at approximately $44,000. ROSS JOHNSON & Associates LLC increased its holdings in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares in the last quarter. Finally, PayPay Securities Corp raised its stake in Microsoft by 29.9% during the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock worth $63,000 after acquiring an additional 29 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 1.1%

MSFT opened at $486.74 on Tuesday. The firm has a 50-day simple moving average of $509.39 and a two-hundred day simple moving average of $500.83. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a market capitalization of $3.62 trillion, a PE ratio of 34.62, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the previous year, the firm posted $3.30 earnings per share. The business’s revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. 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. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 25.89%.

Insider Buying and Selling

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

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Morgan Stanley upped their price target on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Baird R W upgraded shares of Microsoft to a “strong-buy” rating in a research note on Friday, November 14th. Wolfe Research set a $675.00 price target on Microsoft and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. Robert W. Baird began coverage on Microsoft in a report on Friday, November 14th. They set an “outperform” rating and a $600.00 price target on the stock. Finally, TD Cowen upped their price objective on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target 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.