Microsoft Corporation $MSFT Position Reduced by Somerset Trust Co

Somerset Trust Co lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.2% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,933 shares of the software giant’s stock after selling 58 shares during the quarter. Microsoft accounts for 5.5% of Somerset Trust Co’s investment portfolio, making the stock its biggest position. Somerset Trust Co’s holdings in Microsoft were worth $16,879,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. increased its position in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its position in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research reports. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price on the stock in a research note on Thursday, July 31st. Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, August 2nd. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Barclays reaffirmed an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Finally, Citigroup lifted their target price on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research note on Tuesday, July 22nd. 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Trading Down 0.3%

Shares of NASDAQ MSFT opened at $508.45 on Friday. The firm’s 50 day moving average price is $511.42 and its 200-day moving average price is $457.02. The company has a market cap of $3.78 trillion, a PE ratio of 37.28, a P/E/G ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Microsoft Company 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.