25 LLC raised its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,925 shares of the software giant’s stock after purchasing an additional 185 shares during the quarter. Microsoft accounts for about 0.5% of 25 LLC’s holdings, making the stock its 18th biggest holding. 25 LLC’s holdings in Microsoft were worth $1,455,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of the company. Newton One Investments LLC increased its stake 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 buying an additional 30 shares during the period. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC increased its stake 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 buying an additional 58 shares during the period. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Finally, IFS Advisors LLC increased its stake in shares of Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the period. 71.13% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Microsoft
In other news, 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 completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.
Microsoft Trading Up 0.6%
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict 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. Stockholders of record on Thursday, November 20th will be given 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 a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.
Wall Street Analysts Forecast Growth
Several equities research analysts recently commented on MSFT shares. Scotiabank raised their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research note on Thursday, October 9th. TD Cowen raised their target price on Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. KeyCorp raised 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. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $617.44.
View Our Latest Report on Microsoft
Microsoft Company 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.
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