Microsoft Corporation $MSFT is Gilliland Jeter Wealth Management LLC’s 8th Largest Position

Gilliland Jeter Wealth Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 7.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,289 shares of the software giant’s stock after selling 1,799 shares during the quarter. Microsoft accounts for approximately 2.8% of Gilliland Jeter Wealth Management LLC’s portfolio, making the stock its 8th largest holding. Gilliland Jeter Wealth Management LLC’s holdings in Microsoft were worth $7,992,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Newton One Investments LLC increased its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft during the 4th quarter valued at $31,000. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth $44,000. IFS Advisors LLC increased its holdings in Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after purchasing an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC acquired a new stake in Microsoft in the 4th quarter valued at $62,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Up 0.6%

Shares of NASDAQ:MSFT opened at $507.23 on Friday. The firm has a market cap of $3.77 trillion, a PE ratio of 37.19, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06. The company has a fifty day simple moving average of $506.08 and a 200 day simple moving average of $444.32. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm’s revenue was up 18.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. TD Cowen upped their target price on Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. DA Davidson boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. UBS Group reaffirmed a “buy” rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. The Goldman Sachs Group lifted their price objective on shares of Microsoft from $480.00 to $550.00 and gave the company a “buy” rating in a research note on Wednesday, May 21st. Finally, BMO Capital Markets upped their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One research 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

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 transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $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 is available at the SEC website. Insiders sold 8,850 shares of company stock valued at $4,406,512 over the last three months. 0.03% of the stock is owned by insiders.

Microsoft 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.