Bogart Wealth LLC Sells 10,251 Shares of Microsoft Corporation $MSFT

Bogart Wealth LLC lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 14.4% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 60,810 shares of the software giant’s stock after selling 10,251 shares during the quarter. Microsoft makes up approximately 1.3% of Bogart Wealth LLC’s investment portfolio, making the stock its 16th largest holding. Bogart Wealth LLC’s holdings in Microsoft were worth $30,247,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Financial Perspectives Inc grew its position in shares of Microsoft by 1.7% during the 2nd quarter. Financial Perspectives Inc now owns 33,659 shares of the software giant’s stock valued at $16,742,000 after purchasing an additional 549 shares in the last quarter. TRB Advisors LP increased its position in shares of Microsoft by 14.7% during the 2nd quarter. TRB Advisors LP now owns 195,000 shares of the software giant’s stock valued at $96,995,000 after purchasing an additional 25,000 shares during the last quarter. Drive Wealth Management LLC raised its stake in shares of Microsoft by 2.2% during the second quarter. Drive Wealth Management LLC now owns 26,919 shares of the software giant’s stock worth $13,390,000 after acquiring an additional 571 shares in the last quarter. Canvas Wealth Advisors LLC raised its position in Microsoft by 0.8% in the 2nd quarter. Canvas Wealth Advisors LLC now owns 62,527 shares of the software giant’s stock worth $32,045,000 after purchasing an additional 514 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in shares of Microsoft by 4.2% in the second quarter. Schnieders Capital Management LLC. now owns 110,674 shares of the software giant’s stock worth $55,050,000 after buying an additional 4,495 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 2.7%

MSFT opened at $493.79 on Wednesday. The company has a market capitalization of $3.67 trillion, a PE ratio of 35.12, a PEG ratio of 2.36 and a beta of 1.02. 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 firm’s 50 day simple moving average is $514.35 and its two-hundred day simple moving average is $498.33. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business 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%.The business’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The stock was 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 of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was 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 topic of several analyst reports. DA Davidson set a $650.00 target price on shares of Microsoft in a research note on Thursday, October 30th. Truist Financial raised their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research note on Monday. HSBC lifted their price objective on Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. Finally, Baird R W raised shares of Microsoft to a “strong-buy” rating in a report on Friday, November 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $632.05.

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.