WJ Wealth Management LLC Has $4.02 Million Stock Position in Microsoft Corporation $MSFT

WJ Wealth Management LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 15.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,072 shares of the software giant’s stock after selling 1,498 shares during the quarter. Microsoft accounts for approximately 1.3% of WJ Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. WJ Wealth Management LLC’s holdings in Microsoft were worth $4,015,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC increased its position in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after buying an additional 95 shares during the last quarter. Real Talk Capital LLC increased its holdings in shares of Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG raised its stake in Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares during the period. Modern Wealth Management LLC raised its stake in Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares during the period. Finally, Well Done LLC lifted its holdings in Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on MSFT shares. Wedbush restated an “outperform” rating and set a $625.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. Piper Sandler restated an “overweight” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. HSBC increased their target price on Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. BNP Paribas Exane upped their price objective on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a report on Monday, November 3rd. Finally, KeyCorp reissued an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $633.59.

Insiders Place Their Bets

In other 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 value of $19,967,640.00. Following the completion of 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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Microsoft Trading Down 1.5%

Shares of MSFT opened at $503.29 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market cap of $3.74 trillion, a price-to-earnings ratio of 35.80, a PEG ratio of 2.36 and a beta of 1.02. The business’s fifty day moving average is $513.96 and its 200-day moving average is $495.09.

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

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is 25.89%.

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.