Microsoft Corporation $MSFT Shares Sold by PMG Wealth Management Inc.

PMG Wealth Management Inc. reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,012 shares of the software giant’s stock after selling 105 shares during the period. Microsoft comprises 1.6% of PMG Wealth Management Inc.’s investment portfolio, making the stock its 20th largest holding. PMG Wealth Management Inc.’s holdings in Microsoft were worth $1,995,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of MSFT. Kingstone Capital Partners Texas LLC raised its position in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares during the last quarter. Nuveen LLC acquired a new stake in shares of Microsoft in the first quarter worth approximately $18,733,827,000. GAMMA Investing LLC lifted its position in Microsoft by 40,290.4% during the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock valued at $17,528,950,000 after buying an additional 46,579,693 shares in the last quarter. Northern Trust Corp raised its stake 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 valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. Finally, Vanguard Group Inc. increased its stake in shares of Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after buying an additional 7,314,509 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MSFT. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, October 9th. Truist Financial boosted their price target on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. Melius Research upped their target price on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. BMO Capital Markets upped 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. Finally, Bank of America increased their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $618.47.

Microsoft Stock Down 0.1%

MSFT stock opened at $513.57 on Wednesday. The business’s 50 day simple moving average is $512.41 and its 200 day simple moving average is $473.51. The firm has a market capitalization of $3.82 trillion, a PE ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. 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 (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate 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 period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm 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 is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred 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 directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Microsoft Company 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.