Baldwin Wealth Partners LLC MA Decreases Stock Holdings in Microsoft Corporation $MSFT

Baldwin Wealth Partners LLC MA lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 14.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 171,265 shares of the software giant’s stock after selling 28,688 shares during the quarter. Microsoft makes up about 5.8% of Baldwin Wealth Partners LLC MA’s investment portfolio, making the stock its largest position. Baldwin Wealth Partners LLC MA’s holdings in Microsoft were worth $85,189,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC boosted its position in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the last quarter. Bulwark Capital Corp purchased a new stake in Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management bought a new position in Microsoft during the fourth quarter valued at $44,000. Finally, ROSS JOHNSON & Associates LLC grew its stake in shares of 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 buying an additional 95 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $517.03 on Tuesday. The firm has a 50 day moving average of $514.07 and a 200 day moving average of $489.41. 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 market capitalization of $3.84 trillion, a price-to-earnings ratio of 36.77, a price-to-earnings-growth ratio of 2.36 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, October 29th. The software giant reported $4.13 EPS for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the previous year, the business posted $3.30 EPS. Microsoft’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share 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 given a $0.91 dividend. This is an increase 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 is Thursday, November 20th. Microsoft’s payout ratio is currently 25.89%.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the 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 owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 transaction, 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 disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Westpark Capital restated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Stifel Nicolaus set a $640.00 price target on Microsoft in a report on Thursday. Scotiabank raised their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Raymond James Financial cut their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Finally, Evercore ISI set a $640.00 target price on shares of Microsoft in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $634.67.

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.