Fiduciary Planning LLC Trims Stock Holdings in Microsoft Corporation $MSFT

Fiduciary Planning LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,629 shares of the software giant’s stock after selling 841 shares during the quarter. Microsoft accounts for 1.1% of Fiduciary Planning LLC’s portfolio, making the stock its 20th biggest holding. Fiduciary Planning LLC’s holdings in Microsoft were worth $3,297,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Kingstone Capital Partners Texas LLC grew its stake in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after acquiring an additional 90,533,328 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Microsoft in the first quarter valued at approximately $18,733,827,000. Northern Trust Corp grew its stake in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Vanguard Group Inc. increased 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 purchasing an additional 7,314,509 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in Microsoft by 14.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock valued at $18,521,349,000 after purchasing an additional 6,101,005 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction that occurred 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 sale, the insider directly owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the company’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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Down 2.7%

NASDAQ MSFT opened at $493.79 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a 50 day moving average price of $514.35 and a 200 day moving average price of $498.33. 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 firm has a market cap of $3.67 trillion, a PE ratio of 35.12, a price-to-earnings-growth 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same period in the previous year, the company earned $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid 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 25.89%.

Analysts Set New Price Targets

Several brokerages have weighed in on MSFT. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, October 11th. HSBC upped their price objective on shares of Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. Morgan Stanley boosted their price target on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. The Goldman Sachs Group reiterated a “buy” rating and set a $630.00 price objective on shares of Microsoft in a research note on Tuesday, October 28th. Finally, BNP Paribas Exane lifted their price objective on shares of Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a report on Monday, November 3rd. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft has a consensus rating of “Buy” and an average price target of $632.05.

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.