Microsoft Corporation $MSFT Stock Holdings Decreased by Sather Financial Group Inc

Sather Financial Group Inc trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.7% in the 2nd quarter, Holdings Channel reports. The firm owned 230,718 shares of the software giant’s stock after selling 8,770 shares during the quarter. Microsoft accounts for 6.7% of Sather Financial Group Inc’s holdings, making the stock its 3rd biggest holding. Sather Financial Group Inc’s holdings in Microsoft were worth $114,761,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. Udine Wealth Management Inc. raised its position in Microsoft by 0.4% during the 2nd quarter. Udine Wealth Management Inc. now owns 40,111 shares of the software giant’s stock valued at $19,952,000 after purchasing an additional 170 shares in the last quarter. Muirfield Wealth Advisors LLC lifted its holdings in Microsoft by 0.7% during the second quarter. Muirfield Wealth Advisors LLC now owns 4,476 shares of the software giant’s stock worth $2,226,000 after buying an additional 31 shares during the period. Concurrent Investment Advisors LLC boosted its position in Microsoft by 86.7% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 413,243 shares of the software giant’s stock valued at $205,551,000 after acquiring an additional 191,914 shares in the last quarter. Asset Planning Inc increased its holdings in shares of Microsoft by 0.9% in the 2nd quarter. Asset Planning Inc now owns 4,775 shares of the software giant’s stock valued at $2,375,000 after acquiring an additional 43 shares during the period. Finally, Johnson Investment Counsel Inc. increased its holdings in shares of Microsoft by 2.8% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 823,603 shares of the software giant’s stock valued at $409,668,000 after acquiring an additional 22,164 shares during the period. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $496.82 on Friday. The firm has a market capitalization of $3.69 trillion, a P/E ratio of 35.34, a PEG ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock’s fifty day moving average is $513.88 and its two-hundred day moving average is $491.56. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. Microsoft’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared 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 represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value 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 $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 192,555 shares of company stock valued at $97,840,842 in the last 90 days. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on MSFT shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. Guggenheim upgraded shares of Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price target on the stock in a research note on Monday, October 27th. Citigroup raised their price objective on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Morgan Stanley raised their target price on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Finally, Royal Bank Of Canada set a $640.00 price target on Microsoft in a research report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $634.47.

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.