Microsoft Corporation $MSFT Position Decreased by BKM Wealth Management LLC

BKM Wealth Management LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 6.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,253 shares of the software giant’s stock after selling 1,632 shares during the quarter. Microsoft makes up about 4.9% of BKM Wealth Management LLC’s holdings, making the stock its biggest holding. BKM Wealth Management LLC’s holdings in Microsoft were worth $12,562,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after buying an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its stake in Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Northern Trust Corp boosted its holdings in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Microsoft by 3.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Microsoft by 9.8% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after purchasing an additional 5,370,546 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Guggenheim raised shares of Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 target price on the stock in a research report on Monday, October 27th. Robert W. Baird initiated coverage on Microsoft in a report on Friday. They set an “outperform” rating and a $600.00 price objective on the stock. TD Cowen boosted their target price on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a report on Thursday, October 30th. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. Finally, Daiwa Capital Markets cut their price target on Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $633.59.

Microsoft Stock Down 0.5%

Shares of NASDAQ MSFT opened at $507.49 on Tuesday. The stock has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 36.09, a price-to-earnings-growth 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. The firm has a 50-day moving average price of $514.45 and a 200 day moving average price of $497.92. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company 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. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS 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 paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% 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 this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the business’s 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 completion of the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

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.