IFS Advisors LLC Cuts Stake in Microsoft Corporation $MSFT

IFS Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 62.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56 shares of the software giant’s stock after selling 94 shares during the quarter. IFS Advisors LLC’s holdings in Microsoft were worth $28,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brady Martz Wealth Solutions LLC grew its holdings in shares of Microsoft by 1.4% during the first 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 holdings in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after buying an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in shares of Microsoft by 3.8% during the second 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 grew its holdings in shares of Microsoft by 39.3% during the first 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 grew its holdings in shares of Microsoft by 8.9% during the second 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 hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research analyst reports. DA Davidson boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. TD Cowen boosted their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Arete boosted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Barclays reissued an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Finally, Truist Financial upped their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $617.44.

Insider Activity

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

Microsoft Stock Performance

Shares of MSFT stock opened at $523.61 on Monday. The stock 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 business has a 50-day simple moving average of $511.52 and a 200-day simple moving average of $482.47. 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 Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period in the prior year, the company posted $2.95 EPS. The company’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts expect 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. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is currently 24.34%.

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.