Wilson & Boucher Capital Management LLC Reduces Position in Microsoft Corporation $MSFT

Wilson & Boucher Capital Management LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,080 shares of the software giant’s stock after selling 92 shares during the quarter. Microsoft accounts for 2.8% of Wilson & Boucher Capital Management LLC’s portfolio, making the stock its 7th biggest holding. Wilson & Boucher Capital Management LLC’s holdings in Microsoft were worth $4,019,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the fourth quarter valued at $31,000. Newton One Investments LLC increased its position in Microsoft by 66.7% during 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 last quarter. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter valued at $44,000. IFS Advisors LLC increased its position in Microsoft by 50.0% during 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 during the last quarter. Finally, ROSS JOHNSON & Associates LLC increased 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 acquiring an additional 95 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Up 0.2%

Microsoft stock opened at $510.02 on Thursday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business has a fifty day moving average price of $511.28 and a 200-day moving average price of $456.20.

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 firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the firm earned $2.95 EPS. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is presently 24.34%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 completion of the transaction, 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 position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents 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.

Analyst Ratings Changes

A number of analysts recently commented on the company. Morgan Stanley upped their price objective on Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. BMO Capital Markets upped their price objective on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Oppenheimer upped their price objective on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Scotiabank upped their price objective on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company. According to 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.