SPC Financial Inc. Decreases Position in Microsoft Corporation $MSFT

SPC Financial Inc. reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,923 shares of the software giant’s stock after selling 191 shares during the period. Microsoft accounts for about 1.2% of SPC Financial Inc.’s portfolio, making the stock its 27th largest holding. SPC Financial Inc.’s holdings in Microsoft were worth $14,386,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on MSFT shares. Redburn Partners set a $560.00 price target on Microsoft in a research note on Wednesday, October 22nd. Cantor Fitzgerald set a $639.00 price target on shares of Microsoft in a research note on Thursday, October 30th. Stifel Nicolaus set a $640.00 price target on Microsoft in a report on Thursday, October 30th. Wolfe Research set a $675.00 price objective on shares of Microsoft and gave the stock an “outperform” rating in a report on Tuesday, October 28th. Finally, BMO Capital Markets reduced their price objective on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Buy” and a consensus target price of $634.47.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 192,555 shares of company stock worth $97,840,842 over the last 90 days. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Down 0.1%

MSFT stock opened at $496.82 on Friday. The company has a market cap 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. The company has a fifty day moving average price of $513.88 and a 200 day moving average price of $492.43. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period in the previous year, the business posted $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a 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 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.