Swisher Financial Concepts Inc. Cuts Position in Microsoft Corporation $MSFT

Swisher Financial Concepts Inc. trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 2.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,212 shares of the software giant’s stock after selling 287 shares during the quarter. Microsoft accounts for approximately 3.3% of Swisher Financial Concepts Inc.’s portfolio, making the stock its 13th largest holding. Swisher Financial Concepts Inc.’s holdings in Microsoft were worth $5,079,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. PMV Capital Advisers LLC raised its holdings in shares of Microsoft by 5.9% during the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after buying an additional 20 shares during the period. Seek First Inc. raised its holdings in shares of Microsoft by 1.5% during the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after buying an additional 20 shares during the period. Level Financial Advisors raised its holdings in shares of Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after buying an additional 20 shares during the period. Guided Capital Wealth Management LLC raised its holdings in shares of Microsoft by 0.4% during the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock valued at $2,688,000 after buying an additional 21 shares during the period. Finally, Great Oak Capital Partners LLC raised its holdings in shares of Microsoft by 0.9% during the 2nd quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant’s stock valued at $1,157,000 after buying an additional 21 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred 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 owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’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 value of $75,315,699.90. Following the transaction, the chief executive officer 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 disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on MSFT shares. Truist Financial raised their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Westpark Capital restated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Barclays restated an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Stifel Nicolaus lifted their price objective on Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. Finally, Evercore ISI lifted their price objective on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Price Performance

Shares of MSFT opened at $510.96 on Friday. The firm has a market cap of $3.80 trillion, a price-to-earnings ratio of 37.46, a PEG ratio of 2.27 and a beta of 1.03. The stock has a 50 day moving average of $513.12 and a 200-day moving average of $471.16. The company has a current ratio of 1.35, a quick 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 issued its 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the firm earned $2.95 EPS. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

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.