Bourgeon Capital Management LLC Has $21.88 Million Position in Microsoft Corporation $MSFT

Bourgeon Capital Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,993 shares of the software giant’s stock after purchasing an additional 339 shares during the period. Microsoft makes up 4.3% of Bourgeon Capital Management LLC’s portfolio, making the stock its 3rd biggest holding. Bourgeon Capital Management LLC’s holdings in Microsoft were worth $21,883,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in 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 period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its stake in 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 in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

MSFT has been the topic of a number of recent research reports. Evercore ISI lifted their price target on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. UBS Group reissued a “buy” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Barclays reissued an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Wells Fargo & Company boosted their target price on Microsoft from $650.00 to $675.00 and gave the stock an “overweight” rating in a research report on Monday, October 6th. Finally, Citigroup boosted their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research report on Tuesday, July 22nd. One 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $618.97.

Microsoft Stock Up 0.4%

Shares of NASDAQ MSFT opened at $513.58 on Friday. The stock’s fifty day moving average is $511.82 and its 200 day moving average is $476.28. The stock has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a PEG ratio of 2.24 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. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data 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 return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the firm posted $2.95 earnings per share. Microsoft’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 24.34%.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the business’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 owned 790,852 shares in the company, valued at $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 available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business’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 owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This 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.

About Microsoft

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.