HMS Capital Management LLC Has $6.11 Million Stock Holdings in Microsoft Corporation $MSFT

HMS Capital Management LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 6.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,277 shares of the software giant’s stock after selling 830 shares during the quarter. Microsoft makes up 2.7% of HMS Capital Management LLC’s portfolio, making the stock its 7th largest holding. HMS Capital Management LLC’s holdings in Microsoft were worth $6,107,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Newton One Investments LLC lifted its holdings in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the fourth quarter valued at $31,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at $44,000. IFS Advisors LLC lifted its holdings in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after acquiring an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after acquiring an additional 95 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value 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 disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Microsoft stock opened at $508.45 on Friday. The firm has a market capitalization of $3.78 trillion, a P/E ratio of 37.28, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The business has a 50-day moving average of $511.42 and a 200-day moving average of $457.02. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The company 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 revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MSFT. Mizuho lifted their price objective on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Sanford C. Bernstein lifted their price objective on Microsoft from $540.00 to $637.00 and gave the company 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 company a “sector outperform” rating in a report on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Finally, Morgan Stanley raised their target price 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 given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.