Microsoft Corporation $MSFT Shares Sold by Kaufman Rossin Wealth LLC

Kaufman Rossin Wealth LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 26.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,985 shares of the software giant’s stock after selling 713 shares during the period. Microsoft makes up about 0.6% of Kaufman Rossin Wealth LLC’s holdings, making the stock its 23rd largest holding. Kaufman Rossin Wealth LLC’s holdings in Microsoft were worth $988,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Brady Martz Wealth Solutions LLC increased its holdings in Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after buying an additional 95 shares during the last quarter. Real Talk Capital LLC increased its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after buying an additional 37 shares during the last quarter. Modern Wealth Management LLC increased its holdings in Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after buying an additional 40,860 shares during the last quarter. Bridgeway Capital Management LLC increased its holdings in Microsoft by 8.3% in the first quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock valued at $32,463,000 after buying an additional 6,617 shares during the last quarter. Finally, Boltwood Capital Management increased its holdings in Microsoft by 5.9% in the second quarter. Boltwood Capital Management now owns 17,986 shares of the software giant’s stock valued at $8,946,000 after buying an additional 996 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of MSFT opened at $514.60 on Tuesday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 37.73, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. The firm has a 50-day simple moving average of $512.13 and a 200-day simple moving average of $464.07. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 earnings per share. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 trade represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’s 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 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent analyst reports. Citigroup increased their target price on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a report on Tuesday, July 22nd. Mizuho increased their target price on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Wedbush raised their price objective on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, September 20th. Finally, Barclays reaffirmed an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $614.45.

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.