Sharkey Howes & Javer Has $2.44 Million Stake in Microsoft Corporation $MSFT

Sharkey Howes & Javer trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,504 shares of the software giant’s stock after selling 263 shares during the quarter. Sharkey Howes & Javer’s holdings in Microsoft were worth $2,441,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of MSFT. WFA Asset Management Corp raised its stake in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick acquired a new stake in shares of Microsoft during the fourth quarter worth about $1,375,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s 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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders sold a total of 8,850 shares of company stock worth $4,406,512 in the last ninety days. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Needham & Company LLC reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, May 1st. UBS Group restated a “buy” rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. BMO Capital Markets increased their price target on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Guggenheim reiterated a “neutral” rating on shares of Microsoft in a research report on Thursday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Price Performance

Shares of MSFT opened at $506.74 on Thursday. Microsoft Corporation has a 52-week low of $344.79 and a 52-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’s 50 day moving average price is $507.59 and its two-hundred day moving average price is $446.00. The firm has a market cap of $3.77 trillion, a PE ratio of 37.15, a price-to-earnings-growth ratio of 2.19 and a beta of 1.06.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period in the previous year, the firm earned $2.95 earnings per share. The company’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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

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.