Microsoft Corporation $MSFT Shares Sold by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 991,068 shares of the software giant’s stock after selling 70 shares during the quarter. Microsoft comprises 6.9% of Bartlett & CO. Wealth Management LLC’s investment portfolio, making the stock its largest holding. Bartlett & CO. Wealth Management LLC’s holdings in Microsoft were worth $492,967,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC raised its stake in shares of Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. Nuveen LLC acquired a new position in shares of Microsoft in the 1st quarter valued at $18,733,827,000. GAMMA Investing LLC raised its stake in Microsoft by 40,290.4% during the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock worth $17,528,950,000 after acquiring an additional 46,579,693 shares in the last quarter. Northern Trust Corp lifted its holdings in shares of Microsoft by 16.1% during 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 acquiring an additional 11,600,470 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in shares of Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Wells Fargo & Company lifted their price objective on Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a report on Monday, October 6th. DA Davidson lifted their price objective on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Wedbush lifted their price objective on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $618.97.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s 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 in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $513.58 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market cap of $3.82 trillion, a PE ratio of 37.65, a price-to-earnings-growth ratio of 2.24 and a beta of 1.03. 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 business has a fifty day moving average of $511.82 and a 200-day moving average of $477.00.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the company posted $2.95 earnings per share. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts predict 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. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is 24.34%.

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.