Measured Wealth Private Client Group LLC Reduces Stake in Microsoft Corporation $MSFT

Measured Wealth Private Client Group LLC lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 6,422 shares of the software giant’s stock after selling 601 shares during the quarter. Microsoft comprises 0.8% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 24th biggest holding. Measured Wealth Private Client Group LLC’s holdings in Microsoft were worth $2,411,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft in the 4th quarter valued at about $31,000. Newton One Investments LLC boosted 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 in the last quarter. LSV Asset Management acquired a new position in Microsoft in the fourth quarter valued at $44,000. Fairway Wealth LLC acquired a new position in Microsoft in the fourth quarter valued at $62,000. Finally, IFS Advisors LLC boosted its stake 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 acquiring an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. DA Davidson upped their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Raymond James Financial upped their price objective on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. BMO Capital Markets upped their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Truist Financial upped their price objective 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. Finally, Westpark Capital restated a “hold” rating on shares of Microsoft 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 issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Insider Activity

In related news, 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 2.6%

Microsoft stock opened at $495.00 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a 50 day moving average of $509.93 and a two-hundred day moving average of $451.09. 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 stock 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 (NASDAQ:MSFT) last posted 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period last year, the firm earned $2.95 EPS. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be issued 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 is currently 24.34%.

Microsoft 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.