Beam Wealth Advisors Inc. Sells 696 Shares of Microsoft Corporation $MSFT

Beam Wealth Advisors Inc. trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 6.1% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 10,762 shares of the software giant’s stock after selling 696 shares during the period. Microsoft comprises approximately 1.4% of Beam Wealth Advisors Inc.’s holdings, making the stock its 16th largest holding. Beam Wealth Advisors Inc.’s holdings in Microsoft were worth $4,040,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in MSFT. Norges Bank acquired a new position in shares of Microsoft in the 4th quarter valued at $44,343,058,000. GAMMA Investing LLC increased its holdings in Microsoft by 40,290.4% during the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock worth $17,528,950,000 after purchasing an additional 46,579,693 shares in the last quarter. Northern Trust Corp increased its holdings in Microsoft by 16.1% during 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 in the last quarter. Vanguard Group Inc. grew its holdings 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 acquiring an additional 10,431,988 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH bought a new position in shares of Microsoft in the 4th quarter valued at about $3,035,987,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $495.00 on Friday. The firm has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.16 and a beta of 1.04. The company has a quick ratio of 1.35, a current 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. The company’s fifty day simple moving average is $509.93 and its 200 day simple moving average is $450.85.

Microsoft (NASDAQ:MSFT) last released its 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. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business 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 dividend payout ratio is currently 24.34%.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated 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 $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of several analyst reports. Citigroup raised their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a report on Tuesday, July 22nd. Barclays restated an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. Oppenheimer lifted their price target on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets boosted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price 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.