McGlone Suttner Wealth Management Inc. Has $7.95 Million Position in Microsoft Corporation $MSFT

McGlone Suttner Wealth Management Inc. lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.7% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,987 shares of the software giant’s stock after selling 107 shares during the period. Microsoft accounts for about 1.2% of McGlone Suttner Wealth Management Inc.’s portfolio, making the stock its 14th largest position. McGlone Suttner Wealth Management Inc.’s holdings in Microsoft were worth $7,952,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Brady Martz Wealth Solutions LLC grew its stake in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC grew its stake in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares in the last quarter. Modern Wealth Management LLC grew its stake in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Lantz Financial LLC grew its stake in shares of Microsoft by 2.5% in the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock worth $12,042,000 after acquiring an additional 580 shares in the last quarter. Finally, Bridgeway Capital Management LLC grew its stake in shares of Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock worth $32,463,000 after acquiring an additional 6,617 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $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 Down 0.8%

MSFT stock opened at $515.74 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company’s 50 day moving average is $512.75 and its 200 day moving average is $465.70. The stock has a market cap of $3.83 trillion, a price-to-earnings ratio of 37.81, a price-to-earnings-growth ratio of 2.26 and a beta of 1.03. 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 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 for the quarter, compared to analysts’ expectations of $73.79 billion. During the same period last year, the business earned $2.95 earnings per share. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal 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 dividend of $0.91 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is 24.34%.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent analyst reports. Citigroup upped their target price on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research note on Tuesday, July 22nd. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. Stifel Nicolaus boosted their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. Evercore ISI boosted their price target on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. Finally, KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $617.63.

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.