Microsoft Corporation $MSFT Shares Sold by Wambolt & Associates LLC

Wambolt & Associates LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,878 shares of the software giant’s stock after selling 1,833 shares during the period. Microsoft accounts for 3.2% of Wambolt & Associates LLC’s investment portfolio, making the stock its 3rd biggest holding. Wambolt & Associates LLC’s holdings in Microsoft were worth $9,508,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Newton One Investments LLC increased its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter valued at approximately $31,000. LSV Asset Management acquired a new position in Microsoft in the fourth quarter valued at approximately $44,000. IFS Advisors LLC lifted its holdings in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the period. Finally, Fairway Wealth LLC acquired a new position in Microsoft in the fourth quarter valued at approximately $62,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of several analyst reports. DA Davidson increased their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, August 2nd. Truist Financial increased their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. TD Cowen increased their price target on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald raised their target price on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” 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’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Trading Down 2.6%

Shares of Microsoft stock opened at $495.00 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a price-to-earnings-growth ratio of 2.16 and a beta of 1.04. The firm’s 50 day moving average is $509.93 and its 200 day moving average is $450.85.

Microsoft (NASDAQ:MSFT) last posted its earnings results 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 firm 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%. The company’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders 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 yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft’s payout ratio is 24.34%.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’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 completion of 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 through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 transaction, the chief executive officer 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

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.