YANKCOM Partnership Has $5.26 Million Holdings in Microsoft Corporation $MSFT

YANKCOM Partnership boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,024 shares of the software giant’s stock after buying an additional 404 shares during the quarter. Microsoft accounts for approximately 2.9% of YANKCOM Partnership’s investment portfolio, making the stock its 6th largest position. YANKCOM Partnership’s holdings in Microsoft were worth $5,264,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick bought a new position in shares of Microsoft in the 4th quarter valued at approximately $1,375,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 8,850 shares of company stock worth $4,406,512. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $507.23 on Friday. The stock has a 50 day moving average price of $506.08 and a 200 day moving average price of $444.11. Microsoft Corporation has a 52 week low of $344.79 and a 52 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 stock has a market capitalization of $3.77 trillion, a PE ratio of 37.19, a price-to-earnings-growth ratio of 2.20 and a beta of 1.06.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (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 during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period last year, the firm posted $2.95 earnings per share. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Oppenheimer lifted their price target on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Evercore ISI boosted their price target on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. DA Davidson boosted their price objective on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Benchmark reissued a “buy” rating on shares of Microsoft in a research note on Thursday, May 1st. Finally, Morgan Stanley upped their price target on Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, 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.