Brady Martz Wealth Solutions LLC Cuts Stock Position in Microsoft Corporation $MSFT

Brady Martz Wealth Solutions LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 14.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,669 shares of the software giant’s stock after selling 981 shares during the quarter. Brady Martz Wealth Solutions LLC’s holdings in Microsoft were worth $2,820,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of MSFT. Newton One Investments LLC lifted its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. bought a new stake in Microsoft in the fourth quarter worth $31,000. Bulwark Capital Corp bought a new stake in Microsoft in the second quarter worth $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. Finally, LSV Asset Management bought a new stake in Microsoft in the fourth quarter worth $44,000. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.3%

NASDAQ MSFT opened at $517.35 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market cap of $3.85 trillion, a PE ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a 50 day moving average price of $512.83 and a 200 day moving average price of $466.63. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm 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 was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed 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 represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MSFT. DA Davidson lifted their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Evercore ISI lifted their target price on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Royal Bank Of Canada reiterated a “buy” rating and set a $640.00 target price on shares of Microsoft in a research report on Friday. Oppenheimer lifted their target price on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Citigroup lifted their target price on Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research report on Tuesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $617.63.

About Microsoft

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.