Microsoft Corporation $MSFT Position Lessened by S. R. Schill & Associates

S. R. Schill & Associates decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,675 shares of the software giant’s stock after selling 23 shares during the period. Microsoft accounts for 2.4% of S. R. Schill & Associates’ portfolio, making the stock its 13th largest position. S. R. Schill & Associates’ holdings in Microsoft were worth $3,320,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the business. Newton One Investments LLC grew its holdings in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft during the fourth quarter worth $31,000. LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth $44,000. IFS Advisors LLC raised its position in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after purchasing an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC raised its position in Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after buying an additional 95 shares during the period. 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 company’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 value of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was 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.

Microsoft Trading Up 0.2%

MSFT stock opened at $510.02 on Thursday. The company has a market cap of $3.79 trillion, a P/E ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 business has a fifty day moving average of $511.28 and a 200-day moving average of $456.20.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS 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 business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the previous year, the firm earned $2.95 earnings per share. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Wedbush upped their price target on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. BMO Capital Markets boosted their target price on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Bank of America boosted their target price on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. DA Davidson boosted their target price on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Stifel Nicolaus boosted their target price on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $612.54.

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.