New Capital Management LP Acquires 77 Shares of Microsoft Corporation $MSFT

New Capital Management LP lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,393 shares of the software giant’s stock after purchasing an additional 77 shares during the period. Microsoft comprises approximately 1.0% of New Capital Management LP’s holdings, making the stock its 17th biggest position. New Capital Management LP’s holdings in Microsoft were worth $3,678,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Fosun International Ltd lifted its position in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after purchasing an additional 23 shares during the period. Birchbrook Inc. lifted its holdings in shares of Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after buying an additional 23 shares during the period. Gagnon Securities LLC lifted its holdings in shares of Microsoft by 3.5% in the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock valued at $264,000 after buying an additional 24 shares during the period. Alliance Wealth Management Group lifted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after buying an additional 25 shares during the period. Finally, Guidance Point Advisors LLC lifted its holdings in Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after acquiring an additional 25 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Stifel Nicolaus boosted their target price on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. Scotiabank upped their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Royal Bank Of Canada upped their price objective on shares of Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Sanford C. Bernstein upped their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Mizuho upped their price target on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a report 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This 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 insiders.

Microsoft Trading Up 1.9%

Shares of NASDAQ MSFT opened at $517.93 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a fifty day simple moving average of $511.71 and a 200-day simple moving average of $457.92. The stock has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a PEG ratio of 2.22 and a beta of 1.04.

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

Microsoft Increases Dividend

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

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.