Microsoft Corporation $MSFT Shares Bought by Sitrin Capital Management LLC

Sitrin Capital Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,815 shares of the software giant’s stock after purchasing an additional 63 shares during the period. Microsoft comprises 3.4% of Sitrin Capital Management LLC’s holdings, making the stock its 12th largest position. Sitrin Capital Management LLC’s holdings in Microsoft were worth $6,312,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC grew its holdings in 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 purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the fourth quarter worth approximately $31,000. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter worth approximately $44,000. IFS Advisors LLC boosted 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 last quarter. Finally, Fairway Wealth LLC acquired a new stake in shares of Microsoft in the fourth quarter worth approximately $62,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

NASDAQ:MSFT opened at $509.77 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $3.79 trillion, a P/E ratio of 37.37, a P/E/G ratio of 2.26 and a beta of 1.06. The stock’s fifty day moving average is $504.26 and its two-hundred day moving average is $442.37.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the business earned $2.95 earnings per share. The company’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given a $0.83 dividend. The ex-dividend date is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Piper Sandler lifted their price target on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. Sanford C. Bernstein lifted their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, May 1st. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Mizuho lifted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold a total of 8,850 shares of company stock valued at $4,406,512 in the last quarter. 0.03% of the stock is owned by insiders.

Microsoft Company 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.