Wealth Advisory Solutions LLC Cuts Stock Holdings in Microsoft Corporation $MSFT

Wealth Advisory Solutions LLC reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,505 shares of the software giant’s stock after selling 285 shares during the period. Microsoft makes up approximately 1.4% of Wealth Advisory Solutions LLC’s portfolio, making the stock its 16th largest position. Wealth Advisory Solutions LLC’s holdings in Microsoft were worth $5,723,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT 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 market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.93, a PEG ratio of 2.25 and a beta of 1.03. The firm’s fifty day simple moving average is $512.83 and its 200 day simple moving average is $467.17. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for 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%. The business’s quarterly 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, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share 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 issued a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. BMO Capital Markets raised their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Loop Capital raised their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Morgan Stanley raised their price objective on shares of Microsoft from $582.00 to $625.00 and gave the stock an “overweight” rating in a research note on Friday, September 26th. Barclays reissued an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research note on Friday, August 29th. Finally, Royal Bank Of Canada reissued a “buy” rating and set a $640.00 price objective on shares of Microsoft in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price 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.