Microsoft Corporation $MSFT Shares Sold by ORBA Wealth Advisors L.L.C.

04 Dec 2025, 10:54 by Michael Walen · The Markets Daily

ORBA Wealth Advisors L.L.C. lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 66.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,649 shares of the software giant’s stock after selling 9,131 shares during the period. Microsoft accounts for approximately 2.1% of ORBA Wealth Advisors L.L.C.’s investment portfolio, making the stock its 16th biggest holding. ORBA Wealth Advisors L.L.C.’s holdings in Microsoft were worth $2,312,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Bulwark Capital Corp purchased a new position in shares of Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC lifted its position in 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 during the last quarter. LSV Asset Management acquired a new position in Microsoft in the fourth quarter valued at $44,000. ROSS JOHNSON & Associates LLC grew its holdings in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares during the last quarter. Finally, PayPay Securities Corp grew its holdings in shares of Microsoft by 29.9% during the second quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock worth $63,000 after purchasing an additional 29 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on MSFT shares. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. BMO Capital Markets cut their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Piper Sandler reissued an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Arete Research raised their target price on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Finally, Guggenheim set a $675.00 target price on shares of Microsoft in a report on Wednesday, November 19th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $634.33.

View Our Latest Analysis on MSFT

Microsoft Price Performance

Microsoft stock opened at $478.54 on Thursday. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The business has a 50 day simple moving average of $508.38 and a 200-day simple moving average of $500.92. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market capitalization of $3.56 trillion, a PE ratio of 34.04, a price-to-earnings-growth ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. Microsoft’s revenue was up 18.4% compared to the same quarter last year. During the same period in the previous year, the company posted $3.30 EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is presently 25.89%.

Microsoft Profile

(Free Report)