Droms Strauss Advisors Inc. MO ADV Cuts Stock Holdings in Microsoft Corporation $MSFT

Droms Strauss Advisors Inc. MO ADV lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 0.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,087 shares of the software giant’s stock after selling 26 shares during the period. Microsoft makes up about 1.2% of Droms Strauss Advisors Inc. MO ADV’s portfolio, making the stock its 19th largest position. Droms Strauss Advisors Inc. MO ADV’s holdings in Microsoft were worth $4,023,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after buying an additional 7,314,509 shares during the last quarter. Geode Capital Management LLC boosted its stake in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock worth $70,720,874,000 after purchasing an additional 3,103,212 shares in the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Northern Trust Corp boosted its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $517.35 on Monday. The firm has a 50-day simple moving average of $512.83 and a 200-day simple moving average of $467.74. The stock has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period last year, the business earned $2.95 earnings per share. Microsoft’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict 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. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. 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%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Stifel Nicolaus lifted their target price on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, July 28th. Evercore ISI lifted their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Cantor Fitzgerald lifted their target price on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. Finally, DA Davidson lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. 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 company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $617.63.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the firm’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 completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

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.