WBH Advisory Inc. Has $21 Million Stock Holdings in Microsoft Corporation $MSFT

WBH Advisory Inc. decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 28.8% during the 2nd quarter, Holdings Channel reports. The firm owned 42,216 shares of the software giant’s stock after selling 17,048 shares during the quarter. Microsoft makes up 1.8% of WBH Advisory Inc.’s investment portfolio, making the stock its 12th biggest holding. WBH Advisory Inc.’s holdings in Microsoft were worth $20,998,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC grew its holdings in shares of Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Northern Trust Corp increased its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Microsoft by 3.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after buying an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Microsoft by 9.8% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after buying an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on MSFT. Redburn Partners set a $560.00 price objective on shares of Microsoft in a report on Wednesday, October 22nd. Guggenheim set a $675.00 price target on shares of Microsoft in a research note on Wednesday. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. BNP Paribas Exane upped their price objective on Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a report on Monday, November 3rd. Finally, Wedbush reissued an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $634.33.

Insider Activity

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

MSFT opened at $493.79 on Wednesday. The company has a fifty day moving average price of $514.35 and a two-hundred day moving average price of $498.33. The firm has a market capitalization of $3.67 trillion, a PE ratio of 35.12, a P/E/G 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 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 posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the prior year, the business posted $3.30 EPS. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

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.