Microsoft Corporation $MSFT is Sage Capital Advisors llc’s 3rd Largest Position

Sage Capital Advisors llc lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.1% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 43,884 shares of the software giant’s stock after selling 56 shares during the period. Microsoft makes up approximately 5.4% of Sage Capital Advisors llc’s investment portfolio, making the stock its 3rd largest position. Sage Capital Advisors llc’s holdings in Microsoft were worth $21,828,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock valued at $70,720,874,000 after purchasing an additional 3,103,212 shares in the last quarter. Norges Bank acquired a new stake in shares of Microsoft in the 4th quarter valued at $44,343,058,000. Northern Trust Corp raised its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $510.02 on Thursday. Microsoft Corporation has a one year low of $344.79 and a one year 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 company has a 50 day moving average price of $511.28 and a 200 day moving average price of $456.20. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.39, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last issued its quarterly 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 earnings per share. Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the firm’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 completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Raymond James Financial raised their price objective on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Scotiabank lifted their price target on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Jefferies Financial Group lifted their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Truist Financial lifted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. Finally, Loop Capital lifted their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average 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.