Quantum Financial Planning Services Inc. Has $1.57 Million Holdings in Microsoft Corporation $MSFT

Quantum Financial Planning Services Inc. lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 18.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,165 shares of the software giant’s stock after selling 731 shares during the period. Microsoft accounts for 0.7% of Quantum Financial Planning Services Inc.’s holdings, making the stock its 10th largest holding. Quantum Financial Planning Services Inc.’s holdings in Microsoft were worth $1,574,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the last quarter. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC grew its stake in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the period. LSV Asset Management acquired a new stake in Microsoft in the 4th quarter valued at $44,000. Finally, ROSS JOHNSON & Associates LLC increased its position in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated 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 in the company, valued at $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 192,555 shares of company stock worth $97,840,842. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent analyst reports. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 30th. BNP Paribas Exane increased their target price on shares of Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research report on Monday, November 3rd. Sanford C. Bernstein raised their target price on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Cowen reiterated a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Finally, DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $634.47.

Microsoft Stock Performance

Shares of MSFT opened at $496.82 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 35.34, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock’s 50-day simple moving average is $513.88 and its 200 day simple moving average is $492.43.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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. The firm had revenue of $77.67 billion for 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 company’s revenue was up 18.4% on a year-over-year basis. During the same period in the prior year, the business posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Research analysts forecast that Microsoft Corporation will post 13.08 EPS 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 issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 25.89%.

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.