Microsoft Corporation $MSFT Shares Sold by Montgomery Investment Management Inc.

Montgomery Investment Management Inc. trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 9.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,955 shares of the software giant’s stock after selling 1,300 shares during the quarter. Microsoft makes up 2.3% of Montgomery Investment Management Inc.’s investment portfolio, making the stock its 13th largest position. Montgomery Investment Management Inc.’s holdings in Microsoft were worth $5,947,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Newton One Investments LLC boosted its holdings in shares of 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 acquiring an additional 30 shares in the last quarter. Bulwark Capital Corp purchased a new stake in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC boosted its holdings in shares of 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 acquiring an additional 58 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Finally, IFS Advisors LLC boosted its holdings in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after buying an additional 50 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president 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 transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research analyst reports. Stifel Nicolaus boosted their price objective on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. TD Cowen boosted their price objective on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Piper Sandler boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Finally, Barclays reissued an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $618.97.

Microsoft Stock Performance

Shares of MSFT stock opened at $517.66 on Wednesday. Microsoft Corporation has a one year low of $344.79 and a one 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 50 day moving average price of $511.49 and a 200 day moving average price of $478.38. The firm has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.95, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03.

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

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) 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.