West Oak Capital LLC Has $6.41 Million Position in Microsoft Corporation $MSFT

West Oak Capital LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,887 shares of the software giant’s stock after acquiring an additional 188 shares during the period. Microsoft accounts for about 2.5% of West Oak Capital LLC’s portfolio, making the stock its 6th biggest holding. West Oak Capital LLC’s holdings in Microsoft were worth $6,410,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. PMV Capital Advisers LLC lifted its position in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after buying an additional 20 shares in the last quarter. Seek First Inc. lifted its position in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC lifted its position in shares of Microsoft by 0.4% in the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock worth $2,688,000 after buying an additional 21 shares in the last quarter. Fosun International Ltd lifted its position in shares of Microsoft by 0.3% in the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after buying an additional 23 shares in the last quarter. Finally, Birchbrook Inc. lifted its position in shares of Microsoft by 0.4% in the first quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after buying an additional 23 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on MSFT. Raymond James Financial boosted their target price on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. Bank of America boosted their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Royal Bank Of Canada reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Friday. Mizuho upped their price objective on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, Barclays restated an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $617.63.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction 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 transaction, the chief executive officer owned 790,852 shares in the company, 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 SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s 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 of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.3%

Shares of NASDAQ MSFT opened at $517.35 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market capitalization of $3.85 trillion, a P/E ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business has a fifty day moving average price of $512.83 and a 200 day moving average price of $467.17.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 32.44% and a net margin of 36.15%.The firm’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the business 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 fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 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.