Microsoft Corporation $MSFT Shares Sold by Allied Investment Advisors LLC

Allied Investment Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 62,277 shares of the software giant’s stock after selling 135 shares during the period. Microsoft comprises approximately 5.4% of Allied Investment Advisors LLC’s investment portfolio, making the stock its 3rd biggest position. Allied Investment Advisors LLC’s holdings in Microsoft were worth $30,977,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. AlphaQuest LLC increased its position in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the last quarter. PMV Capital Advisers LLC lifted its stake in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after buying an additional 20 shares during the period. Seek First Inc. raised its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors boosted its position in shares of Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after acquiring an additional 20 shares in the last quarter. Finally, Red Mountain Financial LLC lifted its position in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after buying an additional 20 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of Microsoft stock opened at $476.99 on Wednesday. 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 stock has a market capitalization of $3.55 trillion, a price-to-earnings ratio of 33.93, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a 50-day simple moving average of $511.41 and a two-hundred day simple moving average of $499.81.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share 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 firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the previous year, the firm earned $3.30 EPS. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 25.89%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on MSFT shares. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. Evercore ISI set a $640.00 target price on Microsoft in a research note on Thursday, October 30th. Cantor Fitzgerald set a $639.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Truist Financial boosted their price objective on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. Finally, Arete increased their target price on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $634.33.

Insider Buying and Selling

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 value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This 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.

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.