Schrum Private Wealth Management LLC Has $8.27 Million Stock Position in Microsoft Corporation $MSFT

Schrum Private Wealth Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 16,630 shares of the software giant’s stock after selling 197 shares during the period. Microsoft accounts for approximately 6.6% of Schrum Private Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Schrum Private Wealth Management LLC’s holdings in Microsoft were worth $8,272,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Newton One Investments LLC grew its position in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Bulwark Capital Corp bought a new position in Microsoft in the 2nd quarter worth about $32,000. Westend Capital Management LLC grew its position in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management bought a new position in Microsoft in the 4th quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC grew its position in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on MSFT shares. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday. Scotiabank upped their target price on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Wedbush restated an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a research report on Wednesday, October 22nd. Redburn Partners set a $560.00 price target on shares of Microsoft in a research note on Wednesday, October 22nd. Finally, Morgan Stanley increased their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $634.67.

Insider Buying and Selling at Microsoft

In other Microsoft news, 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 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Trading Down 1.5%

Microsoft stock opened at $517.81 on Friday. The firm has a 50 day simple moving average of $513.81 and a 200-day simple moving average of $487.54. 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 stock has a market capitalization of $3.85 trillion, a PE ratio of 36.83, 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.

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

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 25.89%.

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.