Microsoft Corporation $MSFT is Stockman Wealth Management Inc.’s 5th Largest Position

Stockman Wealth Management Inc. reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,199 shares of the software giant’s stock after selling 531 shares during the quarter. Microsoft makes up 3.5% of Stockman Wealth Management Inc.’s investment portfolio, making the stock its 5th largest position. Stockman Wealth Management Inc.’s holdings in Microsoft were worth $25,964,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brady Martz Wealth Solutions LLC grew 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 worth $2,496,000 after buying an additional 95 shares in the last quarter. Real Talk Capital LLC lifted its position in 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 buying an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its position in 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 buying an additional 33,382 shares in the last quarter. Modern Wealth Management LLC lifted its position in 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 buying an additional 40,860 shares in the last quarter. Finally, Well Done LLC lifted its position in 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 buying an additional 814 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on MSFT shares. BMO Capital Markets lifted their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Melius Research boosted their target price on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price on the stock in a research report on Thursday, July 31st. Wedbush boosted their target price on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Barclays reissued an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. One 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 stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated 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 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. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Down 0.1%

Microsoft stock opened at $513.57 on Wednesday. The company has a 50-day simple moving average of $512.41 and a 200-day simple moving average of $473.51. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03. 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 Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last released 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 business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

About Microsoft

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.