Adams Asset Advisors LLC Sells 1,949 Shares of Microsoft Corporation $MSFT

Adams Asset Advisors LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 12.0% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,237 shares of the software giant’s stock after selling 1,949 shares during the quarter. Adams Asset Advisors LLC’s holdings in Microsoft were worth $7,082,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Fosun International Ltd boosted its stake in Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after purchasing an additional 23 shares during the last quarter. Birchbrook Inc. boosted its stake in shares of Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after buying an additional 23 shares during the last quarter. Gagnon Securities LLC lifted its position in Microsoft by 3.5% during the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock valued at $264,000 after purchasing an additional 24 shares in the last quarter. Alliance Wealth Management Group lifted its position in Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after purchasing an additional 25 shares in the last quarter. Finally, Guidance Point Advisors LLC lifted its position in Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after purchasing an additional 25 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on MSFT. Westpark Capital reissued a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Sanford C. Bernstein lifted their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Cantor Fitzgerald lifted their price target on Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Scotiabank boosted their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Stock Up 1.9%

Microsoft stock opened at $517.93 on Friday. The business has a fifty day moving average of $511.71 and a two-hundred day moving average of $457.92. The firm has a market cap of $3.85 trillion, a P/E ratio of 37.97, a P/E/G ratio of 2.22 and a beta of 1.04. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. 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. Microsoft’s payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction 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 directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

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.