Phillips Financial Management LLC Sells 88 Shares of Microsoft Corporation $MSFT

Phillips Financial Management LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,610 shares of the software giant’s stock after selling 88 shares during the period. Phillips Financial Management LLC’s holdings in Microsoft were worth $2,106,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Newton One Investments LLC raised its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the fourth quarter worth about $31,000. LSV Asset Management bought a new stake in Microsoft in the fourth quarter worth about $44,000. IFS Advisors LLC raised its stake in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after acquiring an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC bought a new position in Microsoft in the fourth quarter worth approximately $62,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 8,850 shares of company stock valued at $4,406,512 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.9%

NASDAQ MSFT opened at $506.74 on Thursday. The company has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 37.15, a price-to-earnings-growth ratio of 2.19 and a beta of 1.06. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company’s fifty day moving average price is $507.59 and its two-hundred day moving average price is $446.00. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

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 analysts’ consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, August 2nd. Sanford C. Bernstein increased their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. DA Davidson lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

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.