Blodgett Wealth Advisors LLC lowered its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,854 shares of the software giant’s stock after selling 962 shares during the period. Microsoft accounts for 10.1% of Blodgett Wealth Advisors LLC’s portfolio, making the stock its 3rd largest position. Blodgett Wealth Advisors LLC’s holdings in Microsoft were worth $12,860,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors have also modified their holdings of MSFT. Newton One Investments LLC boosted its stake in Microsoft by 66.7% in 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. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter valued at approximately $31,000. Bulwark Capital Corp bought a new position in Microsoft in the second quarter valued at approximately $32,000. LSV Asset Management bought a new position in Microsoft in the fourth quarter valued at approximately $44,000. Finally, IFS Advisors LLC boosted its stake in Microsoft by 50.0% in 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. Institutional investors and hedge funds own 71.13% of the company’s stock.
Wall Street Analyst Weigh In
MSFT has been the topic of a number of recent research reports. Mizuho raised their price objective 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. Piper Sandler lifted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Oppenheimer lifted their price target on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Royal Bank Of Canada lifted their price target on shares of Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Cantor Fitzgerald lifted their price target on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.
Microsoft Stock Down 1.0%
Microsoft stock opened at $509.23 on Wednesday. The firm has a market capitalization of $3.79 trillion, a PE ratio of 37.33, a P/E/G ratio of 2.24 and a beta of 1.04. The company’s 50-day moving average is $512.01 and its 200-day moving average is $459.93. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data 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. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.
Microsoft Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. 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 presently 24.34%.
Insider Activity
In related news, 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 transaction of $75,315,699.90. Following the completion of 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 sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president directly 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 disclosure for this sale can be found here. 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.
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