KWB Wealth Decreases Position in Microsoft Corporation $MSFT

KWB Wealth decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,041 shares of the software giant’s stock after selling 197 shares during the quarter. KWB Wealth’s holdings in Microsoft were worth $5,989,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in shares of Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC increased its position in shares of Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Northern Trust Corp increased its position in shares of Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Microsoft by 3.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Microsoft by 9.8% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after purchasing an additional 5,370,546 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

NASDAQ MSFT opened at $514.05 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $512.69 and its two-hundred day moving average is $473.23. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 37.69, a PEG ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders 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 is a positive change 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 (DPR) is presently 24.34%.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent research reports. Bank of America boosted their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Stifel Nicolaus boosted their target price on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. Piper Sandler boosted their target price on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Mizuho boosted their target price on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, UBS Group reissued a “buy” rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. One investment 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 stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $618.47.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on 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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction 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 sale, the executive vice president 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 currently owned by insiders.

Microsoft 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.