RBA Wealth Management LLC Has $10.03 Million Stake in Microsoft Corporation $MSFT

RBA Wealth Management LLC cut its position in Microsoft Corporation (NASDAQ:MSFT) by 2.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,171 shares of the software giant’s stock after selling 460 shares during the quarter. Microsoft makes up approximately 3.7% of RBA Wealth Management LLC’s investment portfolio, making the stock its largest holding. RBA Wealth Management LLC’s holdings in Microsoft were worth $10,033,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC increased its holdings in shares of Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC increased its holdings in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of Microsoft by 3.8% during the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Modern Wealth Management LLC increased its holdings in shares of Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Finally, Well Done LLC increased its holdings in shares of Microsoft by 8.9% during the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after acquiring an additional 814 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 value of $2,557,502.00. Following 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 position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Truist Financial upped their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. DA Davidson upped their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Cantor Fitzgerald upped their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Loop Capital upped their target price on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Finally, Stifel Nicolaus upped their target price on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, July 28th. One equities research 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 stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Trading Up 0.6%

Microsoft stock 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. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock’s 50 day simple moving average is $512.69 and its two-hundred day simple moving average is $473.23. The firm has a market cap of $3.82 trillion, a PE ratio of 37.69, a P/E/G ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data 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 business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm posted $2.95 EPS. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

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.