RTD Financial Advisors Inc. Lowers Position in Microsoft Corporation $MSFT

RTD Financial Advisors Inc. decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 13.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,672 shares of the software giant’s stock after selling 269 shares during the quarter. RTD Financial Advisors Inc.’s holdings in Microsoft were worth $832,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Newton One Investments LLC lifted its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft in the fourth quarter valued at about $31,000. Bulwark Capital Corp purchased a new position in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC lifted its position 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 valued at $36,000 after acquiring an additional 58 shares in the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter valued at about $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $517.35 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a fifty day moving average price of $512.83 and a 200-day moving average price of $467.74. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market cap of $3.85 trillion, a PE ratio of 37.93, a P/E/G ratio of 2.25 and a beta of 1.03.

Want More Great Investing Ideas?

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 EPS. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict 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. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on MSFT shares. Barclays reiterated an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Melius Research boosted their target price on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Jefferies Financial Group boosted their target price on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, Arete boosted their target price on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $617.63.

Read Our Latest Research Report on MSFT

Microsoft Profile

(Free Report)

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.