GK Wealth Management LLC Sells 695 Shares of Microsoft Corporation $MSFT

GK Wealth Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 9.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,435 shares of the software giant’s stock after selling 695 shares during the quarter. Microsoft comprises 2.9% of GK Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position. GK Wealth Management LLC’s holdings in Microsoft were worth $3,201,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Parallel Advisors LLC boosted its holdings in Microsoft by 4.0% in the 2nd quarter. Parallel Advisors LLC now owns 296,859 shares of the software giant’s stock valued at $147,660,000 after purchasing an additional 11,341 shares during the last quarter. O Connor Financial Group LLC raised its stake in shares of Microsoft by 9.4% in the 2nd quarter. O Connor Financial Group LLC now owns 2,490 shares of the software giant’s stock valued at $1,242,000 after acquiring an additional 213 shares during the period. New Capital Management LP raised its stake in shares of Microsoft by 1.1% in the 2nd quarter. New Capital Management LP now owns 7,393 shares of the software giant’s stock valued at $3,678,000 after acquiring an additional 77 shares during the period. Investors Research Corp raised its stake in shares of Microsoft by 1.1% in the 2nd quarter. Investors Research Corp now owns 13,280 shares of the software giant’s stock valued at $6,606,000 after acquiring an additional 146 shares during the period. Finally, Wealth Alliance Advisory Group LLC raised its stake in shares of Microsoft by 8.9% in the 2nd quarter. Wealth Alliance Advisory Group LLC now owns 19,579 shares of the software giant’s stock valued at $9,739,000 after acquiring an additional 1,599 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of research analyst reports. Mizuho boosted their price target on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Saturday. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. Scotiabank boosted their price target on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research note on Thursday, July 31st. Finally, Wells Fargo & Company reissued an “overweight” rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Price Performance

Shares of MSFT opened at $517.93 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm’s 50 day moving average price is $511.71 and its 200 day moving average price is $457.92. The company has a market cap of $3.85 trillion, a P/E ratio of 37.97, a PEG 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 (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm earned $2.95 EPS. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts forecast 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 given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 24.34%.

Insider Buying and Selling

In other Microsoft 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 value of $75,315,699.90. Following the sale, the chief executive officer directly 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 sale was disclosed in a document filed with the SEC, which is available at this link. 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

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.