Surience Private Wealth LLC Trims Holdings in Microsoft Corporation $MSFT

Surience Private Wealth LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 1,074 shares of the software giant’s stock after selling 58 shares during the period. Microsoft comprises 0.5% of Surience Private Wealth LLC’s investment portfolio, making the stock its 26th biggest holding. Surience Private Wealth LLC’s holdings in Microsoft were worth $534,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Kingstone Capital Partners Texas LLC increased its stake in Microsoft by 564,387.1% during 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. Nuveen LLC purchased a new stake in Microsoft during the 1st quarter worth approximately $18,733,827,000. GAMMA Investing LLC increased its stake in Microsoft by 40,290.4% during the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock worth $17,528,950,000 after buying an additional 46,579,693 shares during the period. Northern Trust Corp increased its position in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. Finally, Vanguard Group Inc. increased its position in shares of Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on MSFT shares. Cantor Fitzgerald increased their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. DA Davidson increased their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Evercore ISI increased their price objective on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Citigroup increased their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research report on Tuesday, July 22nd. Finally, Wells Fargo & Company increased their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Stock Up 0.2%

Shares of NASDAQ:MSFT opened at $524.85 on Thursday. The stock has a market cap 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 firm has a fifty day moving average price of $513.61 and a 200 day moving average price of $469.46. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 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 business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts predict 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. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a 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 payout ratio is currently 24.34%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on 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 in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $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 corporate insiders.

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.