Carr Financial Group Corp Sells 89 Shares of Microsoft Corporation $MSFT

Carr Financial Group Corp cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,786 shares of the software giant’s stock after selling 89 shares during the quarter. Microsoft makes up about 1.6% of Carr Financial Group Corp’s portfolio, making the stock its 14th largest position. Carr Financial Group Corp’s holdings in Microsoft were worth $5,365,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Newton One Investments LLC lifted its stake in shares of 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. bought a new position in shares of Microsoft in the fourth quarter valued at $31,000. Bulwark Capital Corp bought a new position in shares of Microsoft in the second quarter valued at $32,000. Westend Capital Management LLC lifted its stake in shares of 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 bought a new position in shares of Microsoft in the fourth quarter valued at $44,000. 71.13% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on MSFT. BMO Capital Markets raised their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Wells Fargo & Company raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research note on Monday. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research report on Saturday, September 27th. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Finally, DA Davidson raised their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $618.47.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

MSFT opened at $523.98 on Wednesday. The company has a market capitalization of $3.89 trillion, a price-to-earnings ratio of 38.41, a PEG ratio of 2.30 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. The firm has a 50-day moving average price of $513.38 and a 200-day moving average price of $469.08. 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, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 24.34%.

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.