Capital Advisory Group Advisory Services LLC Cuts Stake in Microsoft Corporation $MSFT

Capital Advisory Group Advisory Services LLC reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 34.6% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,523 shares of the software giant’s stock after selling 2,920 shares during the quarter. Microsoft accounts for about 1.0% of Capital Advisory Group Advisory Services LLC’s investment portfolio, making the stock its 29th biggest holding. Capital Advisory Group Advisory Services LLC’s holdings in Microsoft were worth $2,747,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Bulwark Capital Corp purchased a new stake in shares of Microsoft during the second quarter valued at $32,000. Ball & Co Wealth Management Inc. bought a new position in Microsoft during the 4th quarter valued at about $31,000. Newton One Investments LLC boosted its holdings 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 acquiring an additional 30 shares during the last quarter. LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter valued at about $44,000. Finally, IFS Advisors LLC grew its stake in shares of Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after acquiring an additional 50 shares during the period. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $507.03 on Friday. The business’s fifty day moving average is $512.01 and its 200 day moving average is $461.15. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two 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 company has a market capitalization of $3.77 trillion, a PE ratio of 37.17, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. 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 declared 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. The ex-dividend date is Thursday, November 20th. 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 dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Insiders Place Their Bets

In related news, 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 owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a research report on Thursday, July 31st. Sanford C. Bernstein increased their price target on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, September 20th. Barclays reiterated an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. Finally, Evercore ISI raised their target price on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

About Microsoft

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.