Microsoft Corporation $MSFT is Wendell David Associates Inc.’s Largest Position

Wendell David Associates Inc. cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 133,796 shares of the software giant’s stock after selling 1,240 shares during the period. Microsoft comprises about 6.7% of Wendell David Associates Inc.’s holdings, making the stock its largest holding. Wendell David Associates Inc.’s holdings in Microsoft were worth $66,552,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC increased its stake in Microsoft by 1.4% in 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 buying an additional 95 shares during the period. Real Talk Capital LLC lifted its holdings in shares of Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG grew its stake in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Modern Wealth Management LLC raised its holdings in shares of Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Finally, Well Done LLC lifted its position in shares of Microsoft by 8.9% in the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock worth $4,930,000 after purchasing an additional 814 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

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

Analyst Ratings Changes

Several equities research analysts recently issued reports on MSFT shares. Bank of America boosted their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Royal Bank Of Canada set a $640.00 price target on shares of Microsoft in a research report on Wednesday, October 29th. Wedbush reiterated an “outperform” rating and set a $625.00 price target on shares of Microsoft in a research note on Wednesday, October 22nd. UBS Group reiterated a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, October 30th. Finally, 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 report on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Buy” and an average target price of $633.59.

Microsoft Stock Down 0.5%

MSFT opened at $507.49 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market cap of $3.77 trillion, a PE ratio of 36.09, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The company has a 50 day moving average of $514.45 and a 200 day moving average of $497.92.

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

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 25.89%.

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.