Microsoft Corporation $MSFT Shares Sold by Affinity Capital Advisors LLC

Affinity Capital Advisors LLC trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,726 shares of the software giant’s stock after selling 82 shares during the quarter. Microsoft comprises 0.9% of Affinity Capital Advisors LLC’s portfolio, making the stock its 22nd largest position. Affinity Capital Advisors LLC’s holdings in Microsoft were worth $5,335,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its position in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $510.15 on Thursday. The stock has a fifty day moving average price of $512.10 and a two-hundred day moving average price of $460.28. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market cap of $3.79 trillion, a P/E ratio of 37.40, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year 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, beating 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 firm’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period last year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on MSFT shares. Mizuho increased their price target on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Sanford C. Bernstein increased their price objective on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Morgan Stanley increased their price objective on Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Evercore ISI increased their price objective on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. Finally, Scotiabank increased their price objective on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $612.54.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

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.