Nutshell Asset Management Ltd Has $18.40 Million Position in Microsoft Corporation $MSFT

Nutshell Asset Management Ltd increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 36.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,020 shares of the software giant’s stock after buying an additional 13,150 shares during the quarter. Microsoft comprises 9.6% of Nutshell Asset Management Ltd’s portfolio, making the stock its 2nd largest holding. Nutshell Asset Management Ltd’s holdings in Microsoft were worth $18,402,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. AlphaCore Capital LLC grew its holdings in Microsoft by 85.7% in the 1st quarter. AlphaCore Capital LLC now owns 53,829 shares of the software giant’s stock worth $20,207,000 after buying an additional 24,846 shares in the last quarter. Flagship Wealth Advisors LLC grew its holdings in Microsoft by 33.0% in the 1st quarter. Flagship Wealth Advisors LLC now owns 4,029 shares of the software giant’s stock worth $1,512,000 after buying an additional 999 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Microsoft by 10.9% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 16,578,663 shares of the software giant’s stock worth $6,223,519,000 after buying an additional 1,634,357 shares in the last quarter. WealthPLAN Partners LLC lifted its position in Microsoft by 2.9% in the first quarter. WealthPLAN Partners LLC now owns 21,142 shares of the software giant’s stock worth $7,937,000 after purchasing an additional 586 shares during the period. Finally, WealthPlan Investment Management LLC lifted its position in Microsoft by 11.3% in the first quarter. WealthPlan Investment Management LLC now owns 27,337 shares of the software giant’s stock worth $10,262,000 after purchasing an additional 2,765 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $495.00 on Friday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a fifty day moving average of $509.93 and a 200-day moving average of $450.85. The company has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a price-to-earnings-growth ratio of 2.16 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. The company’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced 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 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft’s payout ratio is 24.34%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, 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 hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research analyst reports. Sanford C. Bernstein upped their target price on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Raymond James Financial upped their target price on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. DA Davidson upped their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Citigroup upped their target price on Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research report on Tuesday, July 22nd. Finally, Evercore ISI upped their target price on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft 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.