Microsoft Corporation $MSFT is Secured Retirement Advisors LLC’s 2nd Largest Position

Secured Retirement Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,128 shares of the software giant’s stock after selling 447 shares during the period. Microsoft accounts for about 4.2% of Secured Retirement Advisors LLC’s holdings, making the stock its 2nd biggest holding. Secured Retirement Advisors LLC’s holdings in Microsoft were worth $7,028,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Lakeshore Capital Group Inc. boosted its stake in shares of Microsoft by 2.2% in the second quarter. Lakeshore Capital Group Inc. now owns 4,139 shares of the software giant’s stock valued at $2,059,000 after purchasing an additional 91 shares during the period. Abel Hall LLC boosted its holdings in Microsoft by 34.9% in the second quarter. Abel Hall LLC now owns 9,716 shares of the software giant’s stock valued at $4,833,000 after purchasing an additional 2,516 shares during the last quarter. Mainsail Asset Management LLC boosted its holdings in Microsoft by 0.5% in the second quarter. Mainsail Asset Management LLC now owns 4,854 shares of the software giant’s stock valued at $2,414,000 after purchasing an additional 25 shares during the last quarter. Mirova US LLC boosted its holdings in Microsoft by 22.6% in the second quarter. Mirova US LLC now owns 1,963,799 shares of the software giant’s stock valued at $976,813,000 after purchasing an additional 361,519 shares during the last quarter. Finally, Triasima Portfolio Management inc. boosted its holdings in Microsoft by 10.8% in the second quarter. Triasima Portfolio Management inc. now owns 18,575 shares of the software giant’s stock valued at $9,239,000 after purchasing an additional 1,818 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on MSFT. Piper Sandler reiterated an “overweight” rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday. Stifel Nicolaus set a $640.00 price objective on shares of Microsoft in a research note on Thursday. Royal Bank Of Canada set a $640.00 price objective on shares of Microsoft in a research note on Wednesday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $630.00 price target on shares of Microsoft in a research report on Tuesday. Finally, Arete Research increased their price target on shares of Microsoft from $710.00 to $730.00 in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $634.67.

Microsoft Trading Down 2.9%

Shares of NASDAQ MSFT opened at $525.76 on Friday. The company has a market cap of $3.91 trillion, a price-to-earnings ratio of 37.39, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock’s 50 day simple moving average is $513.60 and its 200 day simple moving average is $485.93.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business’s revenue was up 18.4% on a year-over-year basis. During the same quarter last year, the business posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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