Microsoft Corporation $MSFT is Roxbury Financial LLC’s Largest Position

Roxbury Financial LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,501 shares of the software giant’s stock after selling 189 shares during the period. Microsoft accounts for about 6.5% of Roxbury Financial LLC’s holdings, making the stock its biggest holding. Roxbury Financial LLC’s holdings in Microsoft were worth $6,716,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MSFT. Newton One Investments LLC boosted its position in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the 4th quarter valued at about $31,000. LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter valued at about $44,000. IFS Advisors LLC raised its stake in shares of Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after purchasing an additional 50 shares in the last quarter. Finally, ROSS JOHNSON & Associates LLC raised its stake in shares of Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Down 0.3%

Microsoft stock opened at $508.45 on Friday. The firm has a 50 day simple moving average of $511.42 and a 200-day simple moving average of $457.02. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market capitalization of $3.78 trillion, a PE ratio of 37.28, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced 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. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is 24.34%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. UBS Group restated a “buy” rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Cantor Fitzgerald upped their target price on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, August 2nd. Sanford C. Bernstein upped their target price on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Oppenheimer upped their target price on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred 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 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 disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

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.