Tradewinds LLC. Decreases Holdings in Microsoft Corporation $MSFT

Tradewinds LLC. reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.9% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 39,678 shares of the software giant’s stock after selling 365 shares during the quarter. Microsoft accounts for about 4.2% of Tradewinds LLC.’s investment portfolio, making the stock its 3rd largest position. Tradewinds LLC.’s holdings in Microsoft were worth $14,895,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the business. Cloud Capital Management LLC bought a new position in Microsoft in the 1st quarter worth about $3,245,000. Forte Asset Management LLC increased its stake in Microsoft by 1.9% in the 1st quarter. Forte Asset Management LLC now owns 12,254 shares of the software giant’s stock worth $4,600,000 after acquiring an additional 224 shares during the last quarter. Argentarii LLC boosted its holdings in shares of Microsoft by 4.2% in the 1st quarter. Argentarii LLC now owns 31,480 shares of the software giant’s stock worth $11,818,000 after purchasing an additional 1,283 shares in the last quarter. Atlantic Edge Private Wealth Management LLC boosted its holdings in shares of Microsoft by 1.5% in the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 13,527 shares of the software giant’s stock worth $5,078,000 after purchasing an additional 196 shares in the last quarter. Finally, McGlone Suttner Wealth Management Inc. boosted its holdings in shares of Microsoft by 1.5% in the 1st quarter. McGlone Suttner Wealth Management Inc. now owns 16,094 shares of the software giant’s stock worth $6,042,000 after purchasing an additional 245 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value 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 the SEC website. In the last three months, insiders sold 8,850 shares of company stock valued at $4,406,512. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $504.24 on Friday. The firm has a market cap of $3.75 trillion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 2.21 and a beta of 1.06. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 business has a 50 day moving average price of $505.43 and a 200-day moving average price of $443.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the business posted $2.95 EPS. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be issued a $0.83 dividend. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Wedbush upped their price objective on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Bank of America upped their price objective on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. UBS Group reiterated a “buy” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, Piper Sandler upped their price objective on 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 given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $612.54.

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.