Tepp RIA LLC Decreases Position in Microsoft Corporation $MSFT

Tepp RIA LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,351 shares of the software giant’s stock after selling 255 shares during the period. Microsoft accounts for 0.9% of Tepp RIA LLC’s investment portfolio, making the stock its 11th biggest holding. Tepp RIA LLC’s holdings in Microsoft were worth $672,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock worth $70,720,874,000 after buying an additional 3,103,212 shares during the period. Kingstone Capital Partners Texas LLC boosted its holdings in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares during the period. Northern Trust Corp boosted its holdings in Microsoft by 16.1% in the 4th 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 period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after buying an additional 2,306,485 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on MSFT shares. Wedbush raised their price objective on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Oppenheimer raised their price objective on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. UBS Group reaffirmed a “buy” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $617.63.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $517.35 on Monday. The stock has a market cap of $3.85 trillion, a PE ratio of 37.93, a PEG ratio of 2.25 and a beta of 1.03. The company’s fifty day moving average is $512.83 and its 200 day moving average is $467.74. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The company 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 firm’s revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company 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 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 24.34%.

About Microsoft

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.