Veery Capital LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

Veery Capital LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,028 shares of the software giant’s stock after acquiring an additional 319 shares during the period. Microsoft accounts for approximately 0.9% of Veery Capital LLC’s investment portfolio, making the stock its 16th biggest position. Veery Capital LLC’s holdings in Microsoft were worth $2,501,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Newton One Investments LLC grew its stake in shares of 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 period. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the 4th quarter worth $31,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth $44,000. IFS Advisors LLC boosted its stake in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after buying an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC boosted its stake in Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after buying an additional 95 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. UBS Group reaffirmed a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Evercore ISI lifted their price objective on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Royal Bank Of Canada lifted their price objective on Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Cantor Fitzgerald lifted their target price on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. Finally, TD Cowen lifted their target price on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Stock Up 1.9%

Shares of Microsoft stock opened at $517.93 on Friday. The company has a market cap of $3.85 trillion, a P/E ratio of 37.97, a PEG ratio of 2.22 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 Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a fifty day moving average of $511.71 and a two-hundred day moving average of $457.92.

Microsoft (NASDAQ:MSFT) last posted its quarterly 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 firm 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 firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. 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 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 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.