Pinion Investment Advisors LLC Sells 10,326 Shares of Microsoft Corporation $MSFT

Pinion Investment Advisors LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 49.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 10,366 shares of the software giant’s stock after selling 10,326 shares during the period. Microsoft makes up about 1.8% of Pinion Investment Advisors LLC’s portfolio, making the stock its 9th biggest position. Pinion Investment Advisors LLC’s holdings in Microsoft were worth $5,156,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its stake in shares of 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 during the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of 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 during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the 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 transaction, the executive vice president directly 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 Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’s 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 completion of the sale, the chief executive officer 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 SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on MSFT. UBS Group restated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Stifel Nicolaus set a $640.00 price target on Microsoft in a report on Thursday. JPMorgan Chase & Co. upped their price objective on Microsoft from $565.00 to $575.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Evercore ISI set a $640.00 target price on shares of Microsoft in a research report on Thursday. Finally, HSBC upped their price target on shares of Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. One investment 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 stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $634.67.

Microsoft Stock Performance

MSFT stock opened at $517.03 on Tuesday. The firm has a market cap of $3.84 trillion, a PE ratio of 36.77, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. 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 has a 50-day moving average price of $514.07 and a 200-day moving average price of $489.41. Microsoft Corporation has a 1-year low of $344.79 and a 1-year 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, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the firm posted $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

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.