BetterWealth LLC Cuts Position in Microsoft Corporation $MSFT

BetterWealth LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 1.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,053 shares of the software giant’s stock after selling 26 shares during the period. Microsoft comprises approximately 0.3% of BetterWealth LLC’s portfolio, making the stock its 29th biggest holding. BetterWealth LLC’s holdings in Microsoft were worth $1,021,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. PMV Capital Advisers LLC increased its holdings in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after purchasing an additional 20 shares during the period. Guided Capital Wealth Management LLC grew its position in Microsoft by 0.4% in the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock worth $2,688,000 after acquiring an additional 21 shares in the last quarter. Fosun International Ltd grew its position in Microsoft by 0.3% in the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after acquiring an additional 23 shares in the last quarter. Birchbrook Inc. grew its position in Microsoft by 0.4% in the first quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after acquiring an additional 23 shares in the last quarter. Finally, Gagnon Securities LLC grew its position in Microsoft by 3.5% in the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock worth $264,000 after acquiring an additional 24 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer directly 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. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on MSFT shares. Raymond James Financial upped their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Friday. Scotiabank upped their target price on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research report on Thursday, July 31st. Finally, Royal Bank Of Canada reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $617.63.

Microsoft Stock Performance

Microsoft stock opened at $517.35 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 firm has a 50-day moving average of $512.83 and a 200-day moving average of $466.63. The firm has a market cap of $3.85 trillion, a P/E ratio of 37.93, a P/E/G ratio of 2.25 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 posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued 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 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

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.