Microsoft Corporation $MSFT Stake Raised by Patron Partners LLC

Patron Partners LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,958 shares of the software giant’s stock after buying an additional 781 shares during the period. Microsoft comprises 3.4% of Patron Partners LLC’s investment portfolio, making the stock its 4th largest holding. Patron Partners LLC’s holdings in Microsoft were worth $6,943,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC increased its position in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Real Talk Capital LLC increased its position in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG increased its position in shares of Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares during the last quarter. Modern Wealth Management LLC increased its position in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Finally, Well Done LLC boosted its holdings in shares of Microsoft by 8.9% in the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after buying an additional 814 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of MSFT opened at $510.96 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a 50-day simple moving average of $513.12 and a 200-day simple moving average of $471.16. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a P/E/G ratio of 2.27 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the firm posted $2.95 EPS. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend 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 24.34%.

Insider Activity

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

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MSFT. TD Cowen upped their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a report on Thursday. Citigroup upped their target price on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a report on Tuesday, July 22nd. Wells Fargo & Company increased their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, Oppenheimer increased their price target on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Microsoft 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.