Castleview Partners LLC Trims Stock Holdings in Microsoft Corporation $MSFT

Castleview Partners LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 16.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,226 shares of the software giant’s stock after selling 804 shares during the period. Microsoft accounts for 1.4% of Castleview Partners LLC’s portfolio, making the stock its 13th biggest position. Castleview Partners LLC’s holdings in Microsoft were worth $2,102,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC boosted 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 acquiring an additional 90,533,328 shares in the last quarter. Nuveen LLC bought a new stake in Microsoft in the first quarter worth $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 acquiring an additional 46,579,693 shares in the last quarter. Northern Trust Corp boosted its holdings in 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 acquiring an additional 11,600,470 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 completion of the transaction, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $75,315,699.90. Following 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 disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of several analyst reports. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price on the stock in a report on Thursday, July 31st. Cantor Fitzgerald upped their price target on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Barclays reaffirmed an “overweight” rating and set a $625.00 price target on shares of Microsoft in a report on Friday, August 29th. Oppenheimer upped their price target on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating 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 research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Trading Up 0.2%

Shares of Microsoft stock opened at $524.85 on Thursday. The company has a market capitalization of $3.90 trillion, a P/E ratio of 38.48, a P/E/G ratio of 2.28 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a fifty day moving average of $513.61 and a 200 day moving average of $469.46. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results 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 company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share 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 issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 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.