Burke & Herbert Bank & Trust Co. Has $16.92 Million Position in Microsoft Corporation $MSFT

Burke & Herbert Bank & Trust Co. decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,072 shares of the software giant’s stock after selling 1,100 shares during the quarter. Microsoft accounts for approximately 4.1% of Burke & Herbert Bank & Trust Co.’s investment portfolio, making the stock its 2nd largest position. Burke & Herbert Bank & Trust Co.’s holdings in Microsoft were worth $16,920,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Fosun International Ltd increased its position in shares of Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after purchasing an additional 23 shares during the last quarter. Alliance Wealth Management Group increased its position in shares of Microsoft by 0.4% during the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after purchasing an additional 25 shares during the last quarter. Guidance Point Advisors LLC increased its position in shares of Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after purchasing an additional 25 shares during the last quarter. Hudson Edge Investment Partners Inc. increased its position in shares of Microsoft by 5.1% during the 4th quarter. Hudson Edge Investment Partners Inc. now owns 533 shares of the software giant’s stock valued at $225,000 after purchasing an additional 26 shares during the last quarter. Finally, Life Planning Partners Inc increased its position in shares of Microsoft by 5.1% during the 4th quarter. Life Planning Partners Inc now owns 540 shares of the software giant’s stock valued at $228,000 after purchasing an additional 26 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MSFT. Evercore ISI raised their target price on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Royal Bank Of Canada lifted their price objective on Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Scotiabank lifted their price objective on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. Finally, Mizuho lifted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. 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 company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

Microsoft Stock Down 0.3%

MSFT stock opened at $504.24 on Friday. 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 firm has a market capitalization of $3.75 trillion, a PE ratio of 36.97, a PEG ratio of 2.21 and a beta of 1.06. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a 50-day simple moving average of $505.43 and a two-hundred day simple moving average of $443.45.

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

Microsoft Announces Dividend

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

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company’s stock.

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.