HB Wealth Management LLC Trims Stock Holdings in Microsoft Corporation $MSFT

HB Wealth Management LLC cut its position in Microsoft Corporation (NASDAQ:MSFT) by 3.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 466,074 shares of the software giant’s stock after selling 15,931 shares during the period. Microsoft makes up 1.8% of HB Wealth Management LLC’s holdings, making the stock its 12th largest position. HB Wealth Management LLC’s holdings in Microsoft were worth $231,830,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Bulwark Capital Corp acquired a new stake in Microsoft during the 2nd quarter valued at approximately $32,000. Westend Capital Management LLC raised its holdings in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the fourth quarter worth $31,000. Newton One Investments LLC raised its holdings in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 0.4%

Microsoft stock opened at $511.61 on Friday. The business has a 50 day simple moving average of $511.99 and a 200-day simple moving average of $474.73. 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 $3.80 trillion, a PE ratio of 37.51, a price-to-earnings-growth 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.

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 analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the company earned $2.95 EPS. 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. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 currently 24.34%.

Analysts Set New Price Targets

Several brokerages have weighed in on MSFT. Melius Research increased their price target on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Cantor Fitzgerald upped their target price on Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. Loop Capital boosted their price target on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Raymond James Financial boosted their price target on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Finally, Sanford C. Bernstein lifted their target price on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. One investment 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 MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $618.47.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’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 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 disclosure for this sale can be found here. 0.03% of the stock is owned by corporate 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.