Microsoft Corporation $MSFT Position Reduced by Stone Summit Wealth LLC

Stone Summit Wealth LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 61,639 shares of the software giant’s stock after selling 31 shares during the period. Microsoft makes up about 9.5% of Stone Summit Wealth LLC’s investment portfolio, making the stock its largest position. Stone Summit Wealth LLC’s holdings in Microsoft were worth $30,660,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Fort Washington Investment Advisors Inc. OH raised its holdings in Microsoft by 0.7% in the second quarter. Fort Washington Investment Advisors Inc. OH now owns 2,123,535 shares of the software giant’s stock valued at $1,056,268,000 after buying an additional 14,584 shares during the period. Worth Financial Advisory Group LLC raised its holdings in Microsoft by 5.6% in the second quarter. Worth Financial Advisory Group LLC now owns 15,230 shares of the software giant’s stock valued at $7,576,000 after buying an additional 809 shares during the period. Financial Designs Corp purchased a new stake in shares of Microsoft during the second quarter valued at approximately $237,000. Willow Creek Wealth Management Inc. raised its stake in shares of Microsoft by 2.7% during the second quarter. Willow Creek Wealth Management Inc. now owns 4,252 shares of the software giant’s stock valued at $2,115,000 after purchasing an additional 112 shares during the period. Finally, James Hambro & Partners LLP raised its stake in shares of Microsoft by 2.5% during the second quarter. James Hambro & Partners LLP now owns 386,740 shares of the software giant’s stock valued at $192,285,000 after purchasing an additional 9,587 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade 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.

Analysts Set New Price Targets

A number of analysts have recently issued reports on MSFT shares. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 9th. Wedbush lifted their price objective on shares of Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a research note on Thursday, July 31st. Mizuho lifted their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Jefferies Financial Group lifted their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Microsoft Stock Down 0.1%

MSFT stock opened at $513.57 on Wednesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a fifty day moving average price of $512.41 and a two-hundred day moving average price of $473.51. The firm has a market cap of $3.82 trillion, a price-to-earnings ratio of 37.65, a PEG ratio of 2.24 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 for the quarter, beating 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 during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the firm earned $2.95 earnings per share. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Research analysts predict that Microsoft Corporation will post 13.08 EPS 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 issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 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.