Microsoft Corporation $MSFT is O ROURKE & COMPANY Inc’s 7th Largest Position

O ROURKE & COMPANY Inc reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 0.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,078 shares of the software giant’s stock after selling 21 shares during the period. Microsoft makes up about 3.0% of O ROURKE & COMPANY Inc’s holdings, making the stock its 7th biggest holding. O ROURKE & COMPANY Inc’s holdings in Microsoft were worth $6,505,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cooper Financial Group boosted its position in Microsoft by 1.3% in the 2nd quarter. Cooper Financial Group now owns 58,374 shares of the software giant’s stock valued at $29,036,000 after buying an additional 742 shares during the last quarter. Bourgeon Capital Management LLC lifted its position in shares of Microsoft by 0.8% during the second quarter. Bourgeon Capital Management LLC now owns 43,993 shares of the software giant’s stock worth $21,883,000 after purchasing an additional 339 shares during the last quarter. FMB Wealth Management lifted its position in shares of Microsoft by 3.2% during the second quarter. FMB Wealth Management now owns 3,419 shares of the software giant’s stock worth $1,701,000 after purchasing an additional 105 shares during the last quarter. BCU Wealth Advisors LLC bought a new position in shares of Microsoft during the second quarter worth about $594,000. Finally, Bosman Wealth Management LLC lifted its position in shares of Microsoft by 118.6% during the second quarter. Bosman Wealth Management LLC now owns 9,833 shares of the software giant’s stock worth $4,891,000 after purchasing an additional 5,335 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

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 transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at $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 through 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 shares were 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 in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $513.58 on Friday. The firm’s 50 day moving average is $511.82 and its two-hundred day moving average is $476.28. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm 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 current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS 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 company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the business earned $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. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current 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 $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 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several research analyst reports. Raymond James Financial increased their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. Stifel Nicolaus increased their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Monday, July 28th. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Royal Bank Of Canada reiterated a “buy” rating and set a $640.00 price objective on shares of Microsoft in a research note on Friday, October 3rd. Finally, UBS Group reiterated a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One investment 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 data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $618.97.

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.