Microsoft Corporation $MSFT Stake Lowered by Cypress Financial Planning LLC

Cypress Financial Planning LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFTFree Report) by 17.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,363 shares of the software giant’s stock after selling 281 shares during the period. Cypress Financial Planning LLC’s holdings in Microsoft were worth $678,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MSFT. WFA Asset Management Corp raised its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its stake 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 last quarter. Discipline Wealth Solutions LLC raised its holdings 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 valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its holdings 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 valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of Microsoft stock opened at $511.46 on Monday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market cap of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. The firm has a fifty day moving average price of $512.03 and a two-hundred day moving average price of $463.19. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFTGet Free Report) last announced 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 business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business earned $2.95 earnings per share. 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. Analysts expect that Microsoft Corporation will post 13.08 EPS for the current 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 is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 24.34%.

Insider Activity at Microsoft

In other news, 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 transaction of $75,315,699.90. Following the sale, the chief executive officer 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 Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s 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 completion of the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $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. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent research reports. Bank of America raised their target price on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Oppenheimer raised their price objective on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. BMO Capital Markets boosted their target price on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft 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 stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $614.45.

Read Our Latest Stock Analysis on Microsoft

About Microsoft

(Free Report)

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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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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