Microsoft Corporation $MSFT Shares Sold by Lauterbach Financial Advisors LLC

Lauterbach Financial Advisors LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,322 shares of the software giant’s stock after selling 315 shares during the quarter. Microsoft accounts for 0.6% of Lauterbach Financial Advisors LLC’s investment portfolio, making the stock its 23rd largest position. Lauterbach Financial Advisors LLC’s holdings in Microsoft were worth $1,155,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the business. Newton One Investments LLC raised its holdings in shares of Microsoft by 66.7% in the 1st 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 in the last quarter. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC raised its holdings in shares of Microsoft by 386.7% in the 2nd 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 in the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter valued at $44,000. Finally, IFS Advisors LLC raised its holdings in shares of Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after purchasing an additional 50 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on MSFT. Barclays restated an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. TD Cowen increased their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Scotiabank increased their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Loop Capital increased their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Finally, Bank of America increased their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research 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 given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $618.97.

Microsoft Trading Up 0.4%

Shares of Microsoft stock opened at $513.58 on Friday. 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 quick ratio of 1.35 and a current ratio of 1.35. The company has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a PEG ratio of 2.23 and a beta of 1.03. The company’s fifty day moving average is $511.82 and its two-hundred day moving average is $475.63.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period last 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. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The shares were 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 $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by 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.