Microsoft Corporation $MSFT Shares Sold by Carlton Hofferkamp & Jenks Wealth Management LLC

Carlton Hofferkamp & Jenks Wealth Management LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,748 shares of the software giant’s stock after selling 292 shares during the period. Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings in Microsoft were worth $2,437,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the business. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the 2nd quarter worth about $32,000. Westend Capital Management LLC boosted its stake in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the period. LSV Asset Management purchased a new position in Microsoft during the fourth quarter worth about $44,000. ROSS JOHNSON & Associates LLC increased its position in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. Finally, PayPay Securities Corp raised its stake in shares of Microsoft by 29.9% in the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after acquiring an additional 29 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of MSFT opened at $474.00 on Tuesday. The firm has a market capitalization of $3.52 trillion, a price-to-earnings ratio of 33.71, a PEG ratio of 2.36 and a beta of 1.02. The firm’s fifty day simple moving average is $512.05 and its 200-day simple moving average is $499.54. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a current ratio of 1.35, a quick 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, beating the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion for 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%.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 company posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This is a boost 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 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is 25.89%.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business’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 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 sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Bradford L. Smith sold 38,500 shares of the 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 completion of the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several research analyst reports. Baird R W upgraded Microsoft to a “strong-buy” rating in a research report on Friday, November 14th. KeyCorp reaffirmed an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price target on shares of Microsoft in a research report on Tuesday, October 28th. Finally, Raymond James Financial dropped their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $634.33.

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.