O Brien Wealth Partners LLC Has $930,000 Stake in Microsoft Corporation $MSFT

O Brien Wealth Partners LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 18.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,869 shares of the software giant’s stock after selling 426 shares during the period. O Brien Wealth Partners LLC’s holdings in Microsoft were worth $930,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Stokes Capital Advisors LLC lifted its stake in Microsoft by 1.4% in the 2nd quarter. Stokes Capital Advisors LLC now owns 39,918 shares of the software giant’s stock valued at $19,856,000 after purchasing an additional 534 shares during the last quarter. Pines Wealth Management LLC grew its stake in shares of Microsoft by 7.7% during the second quarter. Pines Wealth Management LLC now owns 22,403 shares of the software giant’s stock worth $11,175,000 after buying an additional 1,608 shares during the last quarter. Sunpointe LLC increased its holdings in shares of Microsoft by 19.3% during the second quarter. Sunpointe LLC now owns 15,226 shares of the software giant’s stock worth $7,573,000 after buying an additional 2,467 shares in the last quarter. Seaside Wealth Management Inc. lifted its stake in shares of Microsoft by 121.3% in the 2nd quarter. Seaside Wealth Management Inc. now owns 2,868 shares of the software giant’s stock valued at $1,427,000 after acquiring an additional 1,572 shares during the last quarter. Finally, GSG Advisors LLC lifted its stake in shares of Microsoft by 2.0% in the 2nd quarter. GSG Advisors LLC now owns 20,987 shares of the software giant’s stock valued at $10,439,000 after acquiring an additional 409 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Morgan Stanley boosted their price objective on Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Bank of America upped their price objective on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, Raymond James Financial boosted their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value 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 ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.2%

Microsoft stock opened at $510.15 on Thursday. The firm has a market cap of $3.79 trillion, a price-to-earnings ratio of 37.40, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. 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 50 day moving average price of $512.10 and a two-hundred day moving average price of $460.28.

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

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued 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 is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is 24.34%.

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.