Microsoft Corporation $MSFT Stock Sold by Scholtz & Company LLC

Scholtz & Company LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 38,572 shares of the software giant’s stock after selling 2,089 shares during the period. Microsoft comprises 7.2% of Scholtz & Company LLC’s investment portfolio, making the stock its 3rd largest holding. Scholtz & Company LLC’s holdings in Microsoft were worth $14,388,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of MSFT. Montgomery Financial Services LLC purchased a new stake in shares of Microsoft in the 2nd quarter valued at approximately $26,000. Frankly Finances LLC acquired a new position in Microsoft in the 2nd quarter worth approximately $35,000. Bard Associates Inc. acquired a new position in Microsoft in the 2nd quarter worth approximately $37,000. PMV Capital Advisers LLC acquired a new position in Microsoft in the 2nd quarter worth approximately $38,000. Finally, Fiduciary Advisors Inc. grew its position in Microsoft by 37.4% during the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock worth $47,000 after purchasing an additional 34 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure’s reported 48% growth helped lift Microsoft amid an AI-related tech rebound. Commentary also points to AI demand exceeding available capacity and argues Microsoft can fund its expansion from strong cash flow—an advantage as investors scrutinize rivals’ borrowing and spending. Article: What’s Going on with Microsoft Stock on Tuesday? Article: Why Microsoft Was Rewarded for Spending Less on AI
• Positive Sentiment: Microsoft’s AI tools may reach a broader base of PC users: the company says AI can run on a computer with 8GB of memory, potentially supporting adoption of Copilot and related services. Article: AI on an 8GB PC? Yes, Says Microsoft
• Neutral Sentiment: Xbox’s reveal of a new Elder Scrolls title drew attention to Microsoft’s gaming business, but the article provides no indication of near-term financial impact. Article: Microsoft Stock Rises After The Elder Scrolls VI: Sentinel Reveal
• Negative Sentiment: A Seeking Alpha contributor downgraded Microsoft, arguing that the easiest gains may be behind the stock—an assessment that could temper expectations after its recent strength. Article: Microsoft: The Easy Gains Are Already Over (Downgrade)
• Negative Sentiment: Microsoft’s reported $45.2 billion in quarterly capital spending, largely for AI, underscores the risk that infrastructure costs could weigh on cash flow before returns fully materialize. Reports of buyouts offered to roughly 60,000 employees may also prompt questions about workforce changes. Article: 5 questions to ask if your boss offers you a buyout

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 7,305 shares of the company’s stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the transaction, the executive vice president directly owned 555,396 shares in the company, valued at approximately $302,924,086.32. The trade was a 1.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 135,504 shares of company stock valued at $68,138,024. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on MSFT. Evercore raised shares of Microsoft from an “underperform” rating to an “outperform” rating in a research note on Monday, October 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $600.00 target price on shares of Microsoft in a research report on Monday, October 12th. Citigroup reiterated a “market outperform” rating on shares of Microsoft in a report on Thursday, October 29th. UBS Group set a $700.00 price target on Microsoft in a report on Thursday, October 29th. Finally, Truist Financial reissued a “buy” rating and set a $630.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $609.54.

Microsoft Stock Up 2.7%

MSFT stock opened at $520.99 on Wednesday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15. The company has a quick ratio of 1.21, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market cap of $3.87 trillion, a price-to-earnings ratio of 27.19, a PEG ratio of 1.56 and a beta of 1.05. The company has a 50 day moving average of $514.06 and a two-hundred day moving average of $438.92.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The company had revenue of $92.28 billion during the quarter, compared to analyst estimates of $90.62 billion. During the same quarter last year, the business posted $4.13 EPS. The company’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, equities analysts anticipate that Microsoft Corporation will post 19.86 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio is 19.00%.

Microsoft Company Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.