Enclave Advisors LLC Trims Holdings in Microsoft Corporation $MSFT

Enclave Advisors LLC decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,587 shares of the software giant’s stock after selling 2,563 shares during the quarter. Microsoft comprises 2.3% of Enclave Advisors LLC’s holdings, making the stock its 11th largest position. Enclave Advisors LLC’s holdings in Microsoft were worth $14,219,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Newton One Investments LLC raised its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the fourth quarter valued at $31,000. Bulwark Capital Corp purchased a new stake in Microsoft in the second quarter valued at $32,000. Westend Capital Management LLC raised its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. Finally, LSV Asset Management purchased a new stake in Microsoft in the fourth quarter valued at $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MSFT. Wedbush lifted their target price on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Scotiabank lifted their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Wells Fargo & Company boosted their price objective on Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a report on Monday, October 6th. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, Citigroup boosted their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a report on Tuesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $618.47.

Insider Activity

In other news, 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading 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 stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 37.64, a PEG ratio of 2.24 and a beta of 1.03. 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 has a fifty day moving average price of $512.18 and a 200 day moving average price of $473.79.

Microsoft (NASDAQ:MSFT) last released its 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the previous year, the firm posted $2.95 EPS. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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