AssuredPartners Investment Advisors LLC Decreases Position in Microsoft Corporation $MSFT

AssuredPartners Investment Advisors LLC reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 16.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 22,946 shares of the software giant’s stock after selling 4,557 shares during the quarter. Microsoft comprises 2.8% of AssuredPartners Investment Advisors LLC’s holdings, making the stock its 7th biggest position. AssuredPartners Investment Advisors LLC’s holdings in Microsoft were worth $11,413,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Brady Martz Wealth Solutions LLC lifted its stake in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after acquiring an additional 95 shares during the period. Real Talk Capital LLC raised its holdings in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in Microsoft by 3.8% during the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares during the period. Modern Wealth Management LLC lifted its position in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the period. Finally, Well Done LLC boosted its holdings in Microsoft by 8.9% in the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock worth $4,930,000 after purchasing an additional 814 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’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 in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.4%

Shares of MSFT stock opened at $510.18 on Friday. 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 stock has a fifty day simple moving average of $514.26 and a two-hundred day simple moving average of $495.92. The firm has a market capitalization of $3.79 trillion, a PE ratio of 36.29, a PEG ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the business earned $3.30 earnings per share. The business’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Morgan Stanley boosted their target price on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Stifel Nicolaus set a $640.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Truist Financial raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. Scotiabank boosted their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $630.00 target price on shares of Microsoft in a report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $633.59.

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.