Microsoft Corporation $MSFT Stock Position Lessened by TFG Advisers LLC

TFG Advisers LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,347 shares of the software giant’s stock after selling 186 shares during the quarter. Microsoft accounts for approximately 5.2% of TFG Advisers LLC’s portfolio, making the stock its 2nd largest holding. TFG Advisers LLC’s holdings in Microsoft were worth $15,095,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

Microsoft stock opened at $520.54 on Thursday. The firm has a market capitalization of $3.87 trillion, a PE ratio of 38.16, a P/E/G ratio of 2.25 and a beta of 1.03. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm’s 50-day simple moving average is $511.49 and its 200 day simple moving average is $478.67. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s 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 directly owned 39,111 shares in the company, valued at approximately $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 can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MSFT. Stifel Nicolaus raised their price target on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, July 28th. Bank of America raised their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Barclays reaffirmed an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Oppenheimer lifted their price target on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, Citigroup lifted their price objective on shares of Microsoft from $680.00 to $682.00 and gave the company a “buy” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $617.44.

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.