Montis Financial LLC Has $3.61 Million Stake in Microsoft Corporation $MSFT

Montis Financial LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFTFree Report) by 15.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,258 shares of the software giant’s stock after selling 1,335 shares during the quarter. Microsoft comprises 1.0% of Montis Financial LLC’s portfolio, making the stock its 20th biggest holding. Montis Financial LLC’s holdings in Microsoft were worth $3,610,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Newton One Investments LLC grew its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the fourth quarter valued at about $31,000. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC grew its position in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value 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. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred 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 of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.4%

NASDAQ MSFT opened at $511.61 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock’s 50 day moving average is $511.99 and its two-hundred day moving average is $474.73. The company has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.51, a PEG ratio of 2.24 and a beta of 1.03. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFTGet Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast 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. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 24.34%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Loop Capital increased their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Royal Bank Of Canada reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research note on Friday, October 3rd. TD Cowen increased their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

View Our Latest Stock Report on Microsoft

Microsoft Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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