Microsoft Corporation $MSFT Shares Sold by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.1% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,875 shares of the software giant’s stock after selling 1,012 shares during the quarter. Microsoft makes up approximately 2.1% of Keudell Morrison Wealth Management’s holdings, making the stock its 12th biggest holding. Keudell Morrison Wealth Management’s holdings in Microsoft were worth $9,389,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. Global Strategic Investment Solutions LLC grew its position in shares of Microsoft by 0.4% during the 2nd quarter. Global Strategic Investment Solutions LLC now owns 8,454 shares of the software giant’s stock valued at $4,205,000 after buying an additional 32 shares during the last quarter. Innovative Wealth Building LLC grew its position in shares of Microsoft by 3.8% during the 2nd quarter. Innovative Wealth Building LLC now owns 2,547 shares of the software giant’s stock valued at $1,267,000 after buying an additional 93 shares during the last quarter. IVC Wealth Advisors LLC grew its position in shares of Microsoft by 3.5% during the 2nd quarter. IVC Wealth Advisors LLC now owns 4,001 shares of the software giant’s stock valued at $1,990,000 after buying an additional 134 shares during the last quarter. Beacon Financial Advisory LLC grew its position in shares of Microsoft by 22.9% during the 2nd quarter. Beacon Financial Advisory LLC now owns 13,801 shares of the software giant’s stock valued at $6,865,000 after buying an additional 2,573 shares during the last quarter. Finally, Alta Wealth Advisors LLC grew its position in shares of Microsoft by 4.3% during the 2nd quarter. Alta Wealth Advisors LLC now owns 11,363 shares of the software giant’s stock valued at $5,652,000 after buying an additional 468 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on 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 approximately $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. 0.03% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. Mizuho boosted their price objective on shares of Microsoft from $625.00 to $640.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Truist Financial boosted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. Bank of America upped their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday, October 9th. Finally, Piper Sandler upped their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research report 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’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $617.44.

Microsoft Price Performance

NASDAQ MSFT opened at $523.61 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market capitalization of $3.89 trillion, a PE ratio of 38.39, a P/E/G ratio of 2.28 and a beta of 1.03. The company’s 50 day simple moving average is $511.52 and its 200 day simple moving average is $482.47. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the previous year, the company earned $2.95 earnings per share. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal 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 issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 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.