Brookstone Capital Management Reduces Stake in Microsoft Corporation $MSFT

Brookstone Capital Management trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 0.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 206,666 shares of the software giant’s stock after selling 957 shares during the period. Microsoft accounts for 1.3% of Brookstone Capital Management’s portfolio, making the stock its 10th biggest position. Brookstone Capital Management’s holdings in Microsoft were worth $102,798,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. Phillips Financial Management LLC lifted its position in Microsoft by 15.2% during the 2nd quarter. Phillips Financial Management LLC now owns 6,462 shares of the software giant’s stock valued at $3,215,000 after acquiring an additional 852 shares during the period. Jacobsen Capital Management increased its stake in shares of Microsoft by 14.5% during the second quarter. Jacobsen Capital Management now owns 15,735 shares of the software giant’s stock valued at $7,827,000 after purchasing an additional 1,996 shares in the last quarter. Schulhoff & Co. Inc. lifted its holdings in shares of Microsoft by 0.4% during the second quarter. Schulhoff & Co. Inc. now owns 11,916 shares of the software giant’s stock valued at $5,927,000 after purchasing an additional 45 shares during the last quarter. Retirement Planning Group LLC boosted its position in shares of Microsoft by 1.0% in the 2nd quarter. Retirement Planning Group LLC now owns 27,656 shares of the software giant’s stock worth $13,756,000 after purchasing an additional 287 shares in the last quarter. Finally, D.A. Davidson & CO. grew its stake in shares of Microsoft by 9.0% in the 2nd quarter. D.A. Davidson & CO. now owns 818,515 shares of the software giant’s stock worth $407,138,000 after buying an additional 67,691 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 transaction of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $472.12 on Friday. The stock has a market capitalization of $3.51 trillion, a price-to-earnings ratio of 33.58, a PEG ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business’s fifty day moving average price is $512.88 and its 200-day moving average price is $498.37.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm 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. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Wall Street Analysts Forecast Growth

Several research firms have commented on MSFT. Scotiabank boosted their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. Guggenheim set a $675.00 price target on shares of Microsoft in a research note on Wednesday. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Piper Sandler reissued an “overweight” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $634.33.

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.