SwitchPoint Financial Planning LLC Lowers Stock Position in Microsoft Corporation $MSFT

SwitchPoint Financial Planning LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,323 shares of the software giant’s stock after selling 274 shares during the quarter. Microsoft comprises approximately 0.8% of SwitchPoint Financial Planning LLC’s holdings, making the stock its 26th biggest holding. SwitchPoint Financial Planning LLC’s holdings in Microsoft were worth $872,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of Microsoft by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant’s stock valued at $288,336,224,000 after purchasing an additional 10,431,988 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Microsoft by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock valued at $70,720,874,000 after buying an additional 3,103,212 shares during the last quarter. Norges Bank bought a new stake in shares of Microsoft during the 4th quarter valued at about $44,343,058,000. Northern Trust Corp grew its position 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 purchasing an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Microsoft by 9.8% in 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 worth $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. In the last ninety days, insiders have sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on MSFT. TD Securities increased their price objective on shares of Microsoft from $475.00 to $490.00 and gave the company a “buy” rating in a report on Thursday, May 1st. Mizuho upped their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Benchmark reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, May 1st. Morgan Stanley raised their price target on shares of Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Finally, Piper Sandler raised their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Stock Performance

Shares of MSFT opened at $504.24 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a fifty day simple moving average of $505.43 and a 200 day simple moving average of $443.45. The stock has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 36.97, a PEG ratio of 2.21 and a beta of 1.06. 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, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the company posted $2.95 earnings per share. The firm’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be paid a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

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.