Q2 EPS Estimates for Microsoft Cut by Griffin Securities

Microsoft Corporation (NASDAQ:MSFT) – Analysts at Griffin Securities lowered their Q2 2026 earnings per share (EPS) estimates for shares of Microsoft in a note issued to investors on Monday, November 3rd. Griffin Securities analyst J. Vleeschhouwer now anticipates that the software giant will earn $3.56 per share for the quarter, down from their previous estimate of $3.79. The consensus estimate for Microsoft’s current full-year earnings is $13.08 per share. Griffin Securities also issued estimates for Microsoft’s Q4 2026 earnings at $3.59 EPS and FY2026 earnings at $14.77 EPS.

MSFT has been the topic of a number of other reports. DA Davidson set a $650.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. Wells Fargo & Company lifted their price objective on shares of Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Melius Research upped their target price on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Wolfe Research set a $675.00 target price on Microsoft and gave the company an “outperform” rating in a report on Tuesday, October 28th. Finally, Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $634.59.

Microsoft Trading Down 2.0%

Shares of Microsoft stock opened at $497.10 on Thursday. Microsoft has a 1 year low of $344.79 and a 1 year high of $555.45. The company’s fifty day moving average is $514.07 and its two-hundred day moving average is $490.60. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market capitalization of $3.69 trillion, a P/E ratio of 35.36, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last released its quarterly 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. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period last year, the business posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS.

Microsoft Increases Dividend

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

Insider Buying and Selling

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, 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 SEC filing for this sale provides additional information. Insiders have sold a total of 192,555 shares of company stock worth $97,840,842 in the last three months. Insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in MSFT. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the first 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 period. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in 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 period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. lifted its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

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.