Microsoft Corporation $MSFT Stock Holdings Lessened by Keystone Financial Planning Inc.

Keystone Financial Planning Inc. lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 3.0% during the second quarter, Holdings Channel.com reports. The fund owned 26,882 shares of the software giant’s stock after selling 836 shares during the quarter. Microsoft comprises 4.0% of Keystone Financial Planning Inc.’s investment portfolio, making the stock its 2nd biggest position. Keystone Financial Planning Inc.’s holdings in Microsoft were worth $13,372,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% in the 1st 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 during the last quarter. Ironwood Wealth Management LLC. lifted its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its position in shares of 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 purchasing an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.4%

Shares of NASDAQ MSFT opened at $474.00 on Tuesday. The company has a market capitalization of $3.52 trillion, a P/E ratio of 33.71, a P/E/G ratio of 2.36 and a beta of 1.02. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a 50 day simple moving average of $512.05 and a 200-day simple moving average of $499.54. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last released 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. The firm had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the prior year, the firm posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. On average, equities research analysts predict 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. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s payout ratio is presently 25.89%.

Analysts Set New Price Targets

A number of research analysts have weighed in on MSFT shares. Cantor Fitzgerald set a $639.00 price objective on Microsoft in a report on Thursday, October 30th. Cowen reissued a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Monday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $634.33.

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.