SRH Advisors LLC Trims Position in Microsoft Corporation $MSFT

SRH Advisors LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,522 shares of the software giant’s stock after selling 41 shares during the period. Microsoft accounts for approximately 0.8% of SRH Advisors LLC’s portfolio, making the stock its 12th biggest position. SRH Advisors LLC’s holdings in Microsoft were worth $2,747,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSFT. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Oppenheimer boosted their target price on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Royal Bank Of Canada restated a “buy” rating and set a $640.00 target price on shares of Microsoft in a research note on Friday, October 3rd. Westpark Capital restated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Barclays restated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. One analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Buy” and a consensus target price of $617.41.

Microsoft Price Performance

Microsoft stock opened at $531.52 on Tuesday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 business has a 50 day simple moving average of $511.81 and a 200-day simple moving average of $483.46. The stock has a market capitalization of $3.95 trillion, a PE ratio of 38.97, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last released its quarterly 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 business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the business earned $2.95 earnings per share. The company’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed 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. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 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.