Clean Yield Group Trims Stock Position in Microsoft Corporation $MSFT

Clean Yield Group lessened its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,014 shares of the software giant’s stock after selling 180 shares during the period. Microsoft comprises 1.9% of Clean Yield Group’s portfolio, making the stock its 9th largest position. Clean Yield Group’s holdings in Microsoft were worth $6,473,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. Independence Bank of Kentucky lifted its holdings in Microsoft by 0.7% during the 2nd quarter. Independence Bank of Kentucky now owns 71,947 shares of the software giant’s stock worth $35,787,000 after buying an additional 516 shares during the last quarter. Walker Asset Management LLC lifted its holdings in Microsoft by 0.3% during the 2nd quarter. Walker Asset Management LLC now owns 12,067 shares of the software giant’s stock worth $6,002,000 after buying an additional 32 shares during the last quarter. Moody Lynn & Lieberson LLC lifted its holdings in Microsoft by 4.1% during the 2nd quarter. Moody Lynn & Lieberson LLC now owns 193,428 shares of the software giant’s stock worth $96,213,000 after buying an additional 7,587 shares during the last quarter. Overbrook Management Corp lifted its holdings in Microsoft by 9.6% during the 2nd quarter. Overbrook Management Corp now owns 86,654 shares of the software giant’s stock worth $43,103,000 after buying an additional 7,567 shares during the last quarter. Finally, Smith Salley Wealth Management lifted its holdings in Microsoft by 2.2% during the 2nd quarter. Smith Salley Wealth Management now owns 225,844 shares of the software giant’s stock worth $112,337,000 after buying an additional 4,796 shares during the last quarter. 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 Microsoft 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 owned 790,852 shares in the company, valued at approximately $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 currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. Wedbush raised their price target on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Sanford C. Bernstein raised their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a report on Thursday, July 31st. Finally, Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $618.47.

Microsoft Stock Down 0.0%

MSFT opened at $513.43 on Thursday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month 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 stock has a market cap of $3.82 trillion, a P/E ratio of 37.64, a P/E/G ratio of 2.24 and a beta of 1.03. The stock’s 50 day moving average price is $512.18 and its 200 day moving average price is $473.79.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating 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 analysts’ expectations of $73.79 billion. During the same period last year, the firm earned $2.95 EPS. The firm’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict 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 a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is 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.