Quantum Financial Advisors LLC Has $7.31 Million Position in Microsoft Corporation $MSFT

Quantum Financial Advisors LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,703 shares of the software giant’s stock after selling 450 shares during the quarter. Microsoft accounts for 1.0% of Quantum Financial Advisors LLC’s portfolio, making the stock its 22nd largest position. Quantum Financial Advisors LLC’s holdings in Microsoft were worth $7,313,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently made changes to their positions in the business. Mitchell & Pahl Private Wealth LLC grew its holdings in shares of Microsoft by 0.6% during the second quarter. Mitchell & Pahl Private Wealth LLC now owns 15,719 shares of the software giant’s stock worth $7,819,000 after purchasing an additional 90 shares during the last quarter. Colorado Capital Management Inc. grew its holdings in shares of Microsoft by 8.4% during the second quarter. Colorado Capital Management Inc. now owns 2,839 shares of the software giant’s stock worth $1,412,000 after purchasing an additional 221 shares during the last quarter. Ullmann Wealth Partners Group LLC grew its holdings in shares of Microsoft by 4.6% during the second quarter. Ullmann Wealth Partners Group LLC now owns 13,502 shares of the software giant’s stock worth $6,716,000 after purchasing an additional 597 shares during the last quarter. Compass Ion Advisors LLC grew its holdings in shares of Microsoft by 2.4% during the second quarter. Compass Ion Advisors LLC now owns 14,207 shares of the software giant’s stock worth $7,067,000 after purchasing an additional 331 shares during the last quarter. Finally, Lincoln Capital LLC grew its holdings in shares of Microsoft by 10.1% during the second quarter. Lincoln Capital LLC now owns 43,867 shares of the software giant’s stock worth $21,820,000 after purchasing an additional 4,038 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.7%

NASDAQ MSFT opened at $517.95 on Wednesday. The stock’s 50-day moving average is $512.38 and its 200-day moving average is $464.45. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a market cap of $3.85 trillion, a P/E ratio of 37.97, a P/E/G ratio of 2.24 and a beta of 1.04. 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) last announced its 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the firm earned $2.95 EPS. Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. 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 fiscal year.

Microsoft Increases Dividend

The company also recently announced 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 of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.

Analysts Set New Price Targets

Several research firms recently issued reports on MSFT. Royal Bank Of Canada raised their price target on Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Oppenheimer raised their price target on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Wedbush increased their target price on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Morgan Stanley increased their target price on Microsoft from $582.00 to $625.00 and gave the company an “overweight” rating in a research note on Friday, September 26th. Finally, Sanford C. Bernstein increased their target price on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One investment 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’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $614.45.

Insider Buying and Selling

In related 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 value 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 value 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 represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

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.