Microsoft Corporation $MSFT Shares Sold by Flywheel Private Wealth LLC

Flywheel Private Wealth LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.4% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,065 shares of the software giant’s stock after selling 210 shares during the quarter. Microsoft accounts for about 1.2% of Flywheel Private Wealth LLC’s investment portfolio, making the stock its 19th largest holding. Flywheel Private Wealth LLC’s holdings in Microsoft were worth $1,525,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bulwark Capital Corp purchased a new position in Microsoft in the 2nd quarter worth approximately $32,000. Westend Capital Management LLC boosted its holdings in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares during the period. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the 4th quarter worth approximately $31,000. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the period. Finally, LSV Asset Management purchased a new position in Microsoft in the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MSFT. Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research note on Thursday, July 31st. BMO Capital Markets increased their target price on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Cantor Fitzgerald increased their target price on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. DA Davidson increased their target price on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Wells Fargo & Company increased their target price on Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research note on Monday, October 6th. One equities research 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 company’s stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $513.57 on Wednesday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business’s fifty day moving average price is $512.41 and its two-hundred day moving average price is $473.51. The firm has a market capitalization of $3.82 trillion, a PE ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the company earned $2.95 earnings per share. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business 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 $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is 24.34%.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction 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 directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

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.