Yardley Wealth Management LLC Sells 39 Shares of Microsoft Corporation $MSFT

Yardley Wealth Management LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 841 shares of the software giant’s stock after selling 39 shares during the period. Yardley Wealth Management LLC’s holdings in Microsoft were worth $418,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after acquiring an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC raised its stake in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after acquiring an additional 90,533,328 shares during the period. Northern Trust Corp raised its stake in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after acquiring an additional 5,370,546 shares during the period. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on MSFT. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a research report on Thursday, July 31st. Citigroup lifted their price objective on shares of Microsoft from $680.00 to $682.00 and gave the company a “buy” rating in a research report on Wednesday, October 22nd. Piper Sandler lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research report on Thursday, October 9th. Finally, Wells Fargo & Company lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research report on Monday, October 6th. One analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $617.41.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on 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. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The stock was 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. The trade was 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.

Microsoft Stock Up 1.5%

NASDAQ MSFT opened at $531.52 on Tuesday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a fifty day moving average of $511.81 and a two-hundred day moving average of $483.46. The firm has a market capitalization of $3.95 trillion, a price-to-earnings ratio of 38.97, a PEG ratio of 2.28 and a beta of 1.03. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during 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%. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid 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 payout ratio is presently 24.34%.

Microsoft Company 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.