Consilium Wealth Advisory LLC Sells 35 Shares of Microsoft Corporation $MSFT

Consilium Wealth Advisory LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 0.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,986 shares of the software giant’s stock after selling 35 shares during the period. Microsoft comprises approximately 3.1% of Consilium Wealth Advisory LLC’s holdings, making the stock its 9th largest position. Consilium Wealth Advisory LLC’s holdings in Microsoft were worth $7,454,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. New Century Financial Group LLC increased its position in shares of Microsoft by 67.4% in the second quarter. New Century Financial Group LLC now owns 4,867 shares of the software giant’s stock worth $2,421,000 after acquiring an additional 1,960 shares in the last quarter. Two Point Capital Management Inc. purchased a new position in shares of Microsoft in the second quarter worth approximately $24,023,000. Phraction Management LLC increased its position in shares of Microsoft by 6.7% in the second quarter. Phraction Management LLC now owns 58,610 shares of the software giant’s stock worth $29,153,000 after acquiring an additional 3,685 shares in the last quarter. Whelan Financial increased its position in shares of Microsoft by 13.6% in the second quarter. Whelan Financial now owns 9,294 shares of the software giant’s stock worth $4,623,000 after acquiring an additional 1,110 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Microsoft by 4.8% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 208,507 shares of the software giant’s stock worth $103,714,000 after acquiring an additional 9,566 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Stifel Nicolaus boosted their price objective 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. Wedbush reaffirmed an “outperform” rating and set a $625.00 price objective on shares of Microsoft in a research report on Wednesday. Loop Capital boosted their price objective 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. Jefferies Financial Group boosted their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Finally, UBS Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $617.44.

Microsoft Price Performance

Shares of Microsoft stock opened at $520.56 on Friday. The firm has a fifty day simple moving average of $511.45 and a 200-day simple moving average of $479.79. 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 Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The stock has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 38.16, a PEG ratio of 2.27 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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%. Microsoft’s revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a boost 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 annualized dividend and a yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Insider Buying and Selling at Microsoft

In other 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 value of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $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 through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft 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.