Coastwise Capital Group LLC Has $5.46 Million Stake in Microsoft Corporation $MSFT

Coastwise Capital Group LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,975 shares of the software giant’s stock after purchasing an additional 161 shares during the quarter. Microsoft accounts for 4.3% of Coastwise Capital Group LLC’s holdings, making the stock its 4th largest position. Coastwise Capital Group LLC’s holdings in Microsoft were worth $5,459,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bulwark Capital Corp bought a new position in Microsoft in the 2nd quarter valued at approximately $32,000. Ball & Co Wealth Management Inc. bought a new stake in shares of Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC raised its holdings 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. LSV Asset Management bought a new position in Microsoft in the 4th quarter valued at approximately $44,000. Finally, IFS Advisors LLC raised its holdings in 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 buying an additional 50 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $517.95 on Wednesday. The firm has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04. The firm has a fifty day simple moving average of $512.38 and a two-hundred day simple moving average of $464.45. Microsoft Corporation has a 12 month low of $344.79 and a 12 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.

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

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis 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 currently 24.34%.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, 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 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 $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several analyst reports. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Saturday, September 20th. DA Davidson lifted their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Bank of America lifted their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. BMO Capital Markets raised their price objective on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” 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 assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $614.45.

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.