Shulman DeMeo Asset Management LLC Sells 204 Shares of Microsoft Corporation $MSFT

Shulman DeMeo Asset Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,747 shares of the software giant’s stock after selling 204 shares during the quarter. Microsoft comprises approximately 0.6% of Shulman DeMeo Asset Management LLC’s portfolio, making the stock its 16th biggest holding. Shulman DeMeo Asset Management LLC’s holdings in Microsoft were worth $2,361,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Bulwark Capital Corp bought a new position in shares of Microsoft in the second quarter valued at approximately $32,000. Westend Capital Management LLC boosted its position 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 acquiring an additional 58 shares during the period. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft in the fourth quarter valued at approximately $31,000. Newton One Investments LLC boosted its position 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 acquiring an additional 30 shares during the period. Finally, LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter valued at approximately $44,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 0.9%

MSFT stock opened at $523.98 on Wednesday. The company has a market capitalization of $3.89 trillion, a PE ratio of 38.41, a price-to-earnings-growth ratio of 2.30 and a beta of 1.03. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company’s 50 day moving average price is $513.38 and its two-hundred day moving average price is $469.08. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results 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 for 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 business’s revenue was up 18.1% compared to the same quarter last year. During the same period last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend 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 payout ratio is presently 24.34%.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 39,111 shares in the company, 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 owned by insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on MSFT shares. Mizuho raised their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Royal Bank Of Canada reaffirmed a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research note on Friday, October 3rd. Loop Capital raised their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. DA Davidson raised their target price 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. Finally, Barclays reaffirmed an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. One research 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. According to data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Company Profile

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.