PBMares Wealth Management LLC Trims Stock Position in Microsoft Corporation $MSFT

PBMares Wealth Management LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,678 shares of the software giant’s stock after selling 118 shares during the period. Microsoft makes up about 1.2% of PBMares Wealth Management LLC’s holdings, making the stock its 20th biggest holding. PBMares Wealth Management LLC’s holdings in Microsoft were worth $6,306,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brady Martz Wealth Solutions LLC raised its holdings in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after buying an additional 95 shares during the last quarter. Real Talk Capital LLC grew its position in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after buying an additional 37 shares during the period. Bank Pictet & Cie Europe AG grew its position in shares of Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after buying an additional 33,382 shares during the period. Modern Wealth Management LLC grew its position in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Finally, Well Done LLC grew its position in Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president directly 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. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently commented on MSFT. UBS Group reissued a “buy” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Cantor Fitzgerald increased their price objective on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. Loop Capital increased their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Finally, Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $618.97.

Microsoft Price Performance

NASDAQ MSFT opened at $513.58 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market cap of $3.82 trillion, a price-to-earnings ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. The company’s 50 day moving average is $511.82 and its two-hundred day moving average is $476.28. 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 earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping 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 company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the business 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 anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders 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 yield of 0.7%. Microsoft’s payout ratio is 24.34%.

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.