Waldron Private Wealth LLC Sells 261 Shares of Microsoft Corporation $MSFT

Waldron Private Wealth LLC cut its position in Microsoft Corporation (NASDAQ:MSFT) by 0.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 50,866 shares of the software giant’s stock after selling 261 shares during the period. Microsoft comprises about 1.1% of Waldron Private Wealth LLC’s portfolio, making the stock its 19th largest position. Waldron Private Wealth LLC’s holdings in Microsoft were worth $25,302,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in MSFT. AlphaQuest LLC raised its position in shares of Microsoft by 5.9% during 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 increased its stake in Microsoft by 5.9% during the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after purchasing an additional 20 shares in the last quarter. Seek First Inc. increased its stake in Microsoft by 1.5% during the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors raised its holdings in Microsoft by 0.8% during 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 lifted its stake in Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after buying an additional 20 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated 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 completion of the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.8%

NASDAQ MSFT opened at $485.50 on Thursday. 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. The stock has a 50 day moving average of $510.92 and a 200-day moving average of $499.71. The company has a market cap of $3.61 trillion, a PE ratio of 34.53, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced 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. 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. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 25.89%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. BMO Capital Markets reduced their price target on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, October 30th. TD Cowen increased 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. Finally, Wells Fargo & Company boosted their price target on Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus 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.