Microsoft Corporation $MSFT Shares Sold by Forbes J M & Co. LLP

Forbes J M & Co. LLP lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 156,353 shares of the software giant’s stock after selling 1,586 shares during the period. Microsoft accounts for approximately 7.1% of Forbes J M & Co. LLP’s investment portfolio, making the stock its biggest position. Forbes J M & Co. LLP’s holdings in Microsoft were worth $77,772,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Brady Martz Wealth Solutions LLC grew its stake in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC grew its stake in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG grew its stake in Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Modern Wealth Management LLC grew its stake in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Finally, Well Done LLC grew its stake in shares of Microsoft by 8.9% in the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after buying an additional 814 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $513.58 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market cap of $3.82 trillion, a P/E ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. The company has a 50-day moving average of $511.82 and a two-hundred day moving average of $477.00. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Insider Buying and Selling

In related 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 value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Mizuho increased their price objective on shares of Microsoft from $625.00 to $640.00 and gave the stock an “outperform” rating in a research report on Friday. Loop Capital raised their price objective on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Bank of America raised their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Jefferies Financial Group lifted their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Finally, Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $618.97.

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.