Sagace Wealth Management LLC Trims Stock Position in Microsoft Corporation $MSFT

Sagace Wealth Management LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 11.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,026 shares of the software giant’s stock after selling 137 shares during the quarter. Sagace Wealth Management LLC’s holdings in Microsoft were worth $510,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. Bulwark Capital Corp bought a new stake in Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC raised its stake in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the period. Newton One Investments LLC lifted its position in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares in the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter valued at approximately $44,000. Finally, PayPay Securities Corp increased its holdings in Microsoft by 29.9% in the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock worth $63,000 after acquiring an additional 29 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MSFT has been the topic of several analyst reports. Redburn Partners set a $560.00 price target on shares of Microsoft in a report on Wednesday, October 22nd. Citigroup lifted their target price on shares of Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Mizuho set a $640.00 price target on Microsoft in a report on Tuesday, October 28th. Finally, Bank of America upped their price objective on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $634.47.

Microsoft Price Performance

NASDAQ:MSFT opened at $511.14 on Thursday. The business’s 50-day moving average is $514.05 and its 200 day moving average is $495.03. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market capitalization of $3.80 trillion, a P/E ratio of 36.35, a P/E/G ratio of 2.36 and a beta of 1.02. 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 (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm 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 annualized dividend 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%.

Insiders Place Their Bets

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated 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 transaction, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’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 value of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

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.