BigSur Wealth Management LLC Cuts Stake in Microsoft Corporation $MSFT

BigSur Wealth Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,901 shares of the software giant’s stock after selling 71 shares during the period. Microsoft accounts for approximately 1.0% of BigSur Wealth Management LLC’s investment portfolio, making the stock its 28th biggest position. BigSur Wealth Management LLC’s holdings in Microsoft were worth $3,930,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of MSFT. Newton One Investments LLC grew its stake in Microsoft by 66.7% during the 1st 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 in the last quarter. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft during the 4th quarter valued at about $31,000. Bulwark Capital Corp purchased a new stake in Microsoft during the 2nd quarter valued at about $32,000. Westend Capital Management LLC grew its stake in Microsoft by 386.7% during the 2nd 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 in the last quarter. Finally, LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at about $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents 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 corporate insiders.

Microsoft Price Performance

Shares of MSFT opened at $524.85 on Thursday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm’s 50 day moving average price is $513.61 and its 200 day moving average price is $469.46. The company has a market cap of $3.90 trillion, a P/E ratio of 38.48, a PEG ratio of 2.28 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 (NASDAQ:MSFT) last announced 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm earned $2.95 EPS. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm 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 dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 24.34%.

Analyst Ratings Changes

Several equities analysts have weighed in on MSFT shares. Piper Sandler boosted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a report on Wednesday. Raymond James Financial boosted their target price on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Finally, Wells Fargo & Company boosted their target price on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price 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.