Microsoft Corporation $MSFT Shares Sold by Mount Vernon Associates Inc. MD

Mount Vernon Associates Inc. MD cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,577 shares of the software giant’s stock after selling 125 shares during the quarter. Microsoft accounts for about 8.8% of Mount Vernon Associates Inc. MD’s investment portfolio, making the stock its 2nd largest holding. Mount Vernon Associates Inc. MD’s holdings in Microsoft were worth $12,225,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Brady Martz Wealth Solutions LLC boosted its position 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 worth $2,496,000 after acquiring an additional 95 shares during the period. Real Talk Capital LLC boosted its position in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares during the period. Bank Pictet & Cie Europe AG lifted its holdings in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after buying an additional 33,382 shares during the last quarter. Modern Wealth Management LLC lifted its holdings in shares of 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 buying an additional 40,860 shares during the last quarter. Finally, Well Done LLC lifted its holdings in shares of 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 buying an additional 814 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Up 0.6%

Shares of MSFT stock opened at $523.61 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market cap of $3.89 trillion, a PE ratio of 38.39, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03. The stock has a 50 day moving average of $511.52 and a 200-day moving average of $481.83. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

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, beating analysts’ consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Stifel Nicolaus lifted their price target on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a report on Thursday, July 31st. TD Cowen lifted their price target on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Arete lifted their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Finally, Bank of America raised their price objective on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $617.44.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on 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 approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on 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 completion of the transaction, 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 disclosure for this sale can be found here. Corporate 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.