Patton Fund Management Inc. Makes New $280,000 Investment in Microsoft Corporation $MSFT

Patton Fund Management Inc. bought a new position in Microsoft Corporation (NASDAQ:MSFT) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 562 shares of the software giant’s stock, valued at approximately $280,000.

A number of other institutional investors also recently modified their holdings of the stock. WFA Asset Management Corp raised its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 2.2%

Microsoft stock opened at $510.96 on Friday. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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. The company has a 50 day moving average of $513.12 and a 200-day moving average of $471.72.

Microsoft (NASDAQ:MSFT) last released its quarterly 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. The company 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%. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm 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 dividend of $0.91 per share. 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 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. UBS Group restated a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Jefferies Financial Group boosted their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, July 31st. BMO Capital Markets boosted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, TD Cowen boosted their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating 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 issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price 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.