Ridgeline Wealth LLC Has $331,000 Holdings in Microsoft Corporation $MSFT

Ridgeline Wealth LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.0% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 665 shares of the software giant’s stock after selling 50 shares during the quarter. Ridgeline Wealth LLC’s holdings in Microsoft were worth $331,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in MSFT. Norges Bank purchased a new stake in Microsoft in the fourth quarter valued at approximately $44,343,058,000. Kingstone Capital Partners Texas LLC grew its holdings in Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Nuveen LLC purchased a new position in Microsoft in the 1st quarter worth approximately $18,733,827,000. GAMMA Investing LLC boosted its holdings in Microsoft by 40,290.4% in the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock worth $17,528,950,000 after purchasing an additional 46,579,693 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction, the chief executive officer directly 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The stock was 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 of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.7%

Shares of NASDAQ MSFT opened at $517.95 on Wednesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market cap of $3.85 trillion, a price-to-earnings ratio of 37.97, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04. The stock’s 50 day simple moving average is $512.38 and its 200 day simple moving average is $464.45. 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 posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for 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 company’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on MSFT shares. Loop Capital boosted their target price on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Sanford C. Bernstein upped their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a research report on Saturday, September 20th. Finally, Raymond James Financial increased their price objective on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $614.45.

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.