Retirement Wealth Solutions LLC Sells 32 Shares of Microsoft Corporation $MSFT

Retirement Wealth Solutions LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,627 shares of the software giant’s stock after selling 32 shares during the period. Microsoft comprises about 1.0% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 25th biggest position. Retirement Wealth Solutions LLC’s holdings in Microsoft were worth $1,307,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Newton One Investments LLC grew its position in Microsoft by 66.7% during 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. bought a new stake in shares of Microsoft in the fourth quarter worth $31,000. LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter worth $44,000. IFS Advisors LLC grew its stake in shares of Microsoft by 50.0% in 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 last quarter. Finally, ROSS JOHNSON & Associates LLC grew its stake in shares of Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 0.3%

MSFT opened at $508.45 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.78 trillion, a PE ratio of 37.28, a P/E/G ratio of 2.22 and a beta of 1.04. 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 company’s 50-day moving average is $511.42 and its 200 day moving average is $457.02.

Microsoft (NASDAQ:MSFT) last issued 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. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, 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. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on MSFT. Piper Sandler boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. UBS Group reissued a “buy” rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Evercore ISI boosted their price objective on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Citigroup boosted their price objective on shares of Microsoft from $605.00 to $613.00 and gave the stock 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 company. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

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.