Mascoma Wealth Management LLC Sells 848 Shares of Microsoft Corporation $MSFT

Mascoma Wealth Management LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 9.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,105 shares of the software giant’s stock after selling 848 shares during the quarter. Microsoft makes up approximately 0.9% of Mascoma Wealth Management LLC’s portfolio, making the stock its 22nd largest holding. Mascoma Wealth Management LLC’s holdings in Microsoft were worth $4,032,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Simplicity Wealth LLC raised its position in shares of Microsoft by 90.6% in the second quarter. Simplicity Wealth LLC now owns 89,524 shares of the software giant’s stock valued at $44,530,000 after purchasing an additional 42,543 shares during the period. OLD National Bancorp IN raised its position in shares of Microsoft by 7.8% in the second quarter. OLD National Bancorp IN now owns 332,258 shares of the software giant’s stock valued at $165,268,000 after purchasing an additional 23,982 shares during the period. Olistico Wealth LLC increased its position in Microsoft by 1.5% during the second quarter. Olistico Wealth LLC now owns 7,605 shares of the software giant’s stock worth $3,783,000 after acquiring an additional 113 shares during the period. Carolina Wealth Advisors LLC increased its position in Microsoft by 13.0% during the second quarter. Carolina Wealth Advisors LLC now owns 183 shares of the software giant’s stock worth $91,000 after acquiring an additional 21 shares during the period. Finally, Sutton Place Investors LLC increased its position in Microsoft by 7.2% during the second quarter. Sutton Place Investors LLC now owns 7,146 shares of the software giant’s stock worth $3,555,000 after acquiring an additional 477 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on MSFT shares. Westpark Capital reissued a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Rothschild & Co Redburn increased their price target on shares of Microsoft from $550.00 to $560.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a report on Saturday. Finally, Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $617.44.

Microsoft Trading Up 0.6%

Shares of Microsoft stock opened at $523.61 on Monday. The firm has a market capitalization 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 company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company’s fifty day moving average price is $511.52 and its two-hundred day moving average price is $482.47. 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 results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm 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 business’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.

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.