Dahring Cusmano LLC Has $884,000 Stake in Microsoft Corporation $MSFT

Dahring Cusmano LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,355 shares of the software giant’s stock after buying an additional 40 shares during the period. Microsoft accounts for about 0.8% of Dahring Cusmano LLC’s portfolio, making the stock its 20th biggest holding. Dahring Cusmano LLC’s holdings in Microsoft were worth $884,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft during the 4th quarter worth approximately $31,000. Newton One Investments LLC lifted its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth approximately $44,000. Fairway Wealth LLC acquired a new stake in Microsoft during the 4th quarter worth approximately $62,000. Finally, IFS Advisors LLC increased its stake in Microsoft by 50.0% during the 1st 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 period. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Raymond James Financial raised their price objective on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Barclays restated an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research note on Friday. Jefferies Financial Group boosted their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Evercore ISI boosted their price target on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. Finally, Piper Sandler boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report 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 stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Trading Down 0.6%

Shares of MSFT stock opened at $506.69 on Tuesday. The firm has a market capitalization of $3.77 trillion, a P/E ratio of 37.15, a P/E/G ratio of 2.21 and a beta of 1.04. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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 stock’s fifty day simple moving average is $509.18 and its 200 day simple moving average is $448.54.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.03% of the stock is owned by corporate 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.