Microsoft Corporation $MSFT Stake Lessened by Earned Wealth Advisors LLC

Earned Wealth Advisors LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,791 shares of the software giant’s stock after selling 1,338 shares during the period. Microsoft accounts for 2.2% of Earned Wealth Advisors LLC’s portfolio, making the stock its 9th largest position. Earned Wealth Advisors LLC’s holdings in Microsoft were worth $11,336,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the company. AlphaQuest LLC grew its stake in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the period. PMV Capital Advisers LLC boosted its holdings in shares of Microsoft by 5.9% during the 2nd 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 in the last quarter. Seek First Inc. grew its position in shares of Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares during the period. Level Financial Advisors grew its position in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares during the period. Finally, Red Mountain Financial LLC increased its stake in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after acquiring an additional 20 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT opened at $486.74 on Tuesday. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.62, a P/E/G ratio of 2.36 and a beta of 1.02. The business’s fifty day simple moving average is $509.39 and its two-hundred day simple moving average is $500.83. Microsoft Corporation has a 12 month low of $344.79 and a 12 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 announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the company posted $3.30 earnings per share. The company’s quarterly revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s 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 sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of several research reports. Arete upped their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. Baird R W raised Microsoft to a “strong-buy” rating in a research report on Friday, November 14th. Piper Sandler reaffirmed an “overweight” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a research note on Friday. Finally, TD Cowen boosted their target price on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $634.33.

Microsoft Company 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.