Microsoft Corporation $MSFT is Seneca House Advisors’ 2nd Largest Position

Seneca House Advisors grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,609 shares of the software giant’s stock after buying an additional 825 shares during the quarter. Microsoft accounts for about 6.7% of Seneca House Advisors’ investment portfolio, making the stock its 2nd largest holding. Seneca House Advisors’ holdings in Microsoft were worth $15,723,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brady Martz Wealth Solutions LLC lifted its holdings in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after buying an additional 95 shares during the last quarter. Real Talk Capital LLC lifted its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares during the last quarter. Modern Wealth Management LLC lifted its holdings in Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after acquiring an additional 40,860 shares during the last quarter. Strategic Financial Services Inc. lifted its holdings in Microsoft by 7.8% in the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after acquiring an additional 1,268 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. lifted its holdings in Microsoft by 147.9% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after acquiring an additional 1,043 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ MSFT opened at $509.23 on Wednesday. The company has a 50 day simple moving average of $512.01 and a 200-day simple moving average of $459.93. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.33, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

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

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders 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 dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 24.34%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on MSFT. Truist Financial lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. Morgan Stanley lifted their price objective on shares of Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Saturday. BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Citigroup lifted their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research note on Tuesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $612.54.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were 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 directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

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.