WealthPLAN Partners LLC Reduces Stake in Microsoft Corporation $MSFT

WealthPLAN Partners LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.8% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 19,278 shares of the software giant’s stock after selling 1,864 shares during the quarter. Microsoft makes up approximately 1.5% of WealthPLAN Partners LLC’s holdings, making the stock its 12th biggest position. WealthPLAN Partners LLC’s holdings in Microsoft were worth $9,589,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. PMV Capital Advisers LLC raised its stake in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after buying an additional 20 shares during the period. Seek First Inc. increased its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors raised its holdings in Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after acquiring an additional 20 shares during the period. Red Mountain Financial LLC lifted its position in shares of Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after acquiring an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC lifted its position in shares of Microsoft by 0.3% in the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after acquiring an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were 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 of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% 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.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent analyst reports. Cowen restated a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Wedbush restated an “outperform” rating and set a $625.00 price objective on shares of Microsoft in a research report on Wednesday, October 22nd. Piper Sandler reaffirmed an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. BNP Paribas Exane increased their target price on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a research report on Monday, November 3rd. Finally, Robert W. Baird set a $600.00 price target on shares of Microsoft and gave the stock an “outperform” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $633.59.

Microsoft Price Performance

Shares of MSFT stock opened at $503.29 on Friday. The stock has a 50 day moving average price of $513.96 and a 200 day moving average price of $495.09. 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. The firm has a market capitalization of $3.74 trillion, a P/E ratio of 35.80, a P/E/G ratio of 2.36 and a beta of 1.02.

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

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. 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 of this dividend is Thursday, November 20th. Microsoft’s payout ratio is currently 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.