StoneCrest Wealth Management Inc. Sells 237 Shares of Microsoft Corporation $MSFT

StoneCrest Wealth Management Inc. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,146 shares of the software giant’s stock after selling 237 shares during the quarter. Microsoft accounts for 3.1% of StoneCrest Wealth Management Inc.’s holdings, making the stock its 8th biggest holding. StoneCrest Wealth Management Inc.’s holdings in Microsoft were worth $6,539,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of MSFT. Newton One Investments LLC boosted its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft in the fourth quarter valued at about $31,000. Bulwark Capital Corp acquired a new stake in Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC boosted its stake in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in Microsoft in the fourth quarter valued at about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research analyst reports. TD Cowen raised their price objective on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Loop Capital raised their price objective on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research report on Friday. Finally, Melius Research increased their target price on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $618.47.

Microsoft Price Performance

Shares of MSFT opened at $528.57 on Tuesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 38.75, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The business has a 50-day moving average of $513.15 and a 200-day moving average of $468.70.

Microsoft (NASDAQ:MSFT) last issued 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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently announced 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 is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 24.34%.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value 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. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of 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. Insiders own 0.03% of the company’s stock.

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.