Microsoft Corporation $MSFT is WBH Advisory Inc.’s 8th Largest Position

WBH Advisory Inc. lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 9.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,264 shares of the software giant’s stock after selling 5,909 shares during the period. Microsoft makes up about 2.1% of WBH Advisory Inc.’s holdings, making the stock its 8th biggest holding. WBH Advisory Inc.’s holdings in Microsoft were worth $22,247,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently made changes to their positions in MSFT. WFA Asset Management Corp raised its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick bought a new position in shares of Microsoft in the 4th quarter worth about $1,375,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on MSFT. Piper Sandler increased their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. 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 report on Thursday, July 31st. Bank of America raised their price objective on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. The Goldman Sachs Group raised their target price on shares of Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a research note on Wednesday, May 21st. Finally, Jefferies Financial Group raised their target price on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Stock Down 2.6%

NASDAQ MSFT opened at $495.00 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a fifty day moving average of $509.93 and a two-hundred day moving average of $450.85. The firm has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.16 and a beta of 1.04. Microsoft Corporation has a 52 week low of $344.79 and a 52 week 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, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during 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 quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were 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 directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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.