Microsoft Corporation $MSFT is Patriot Financial Group Insurance Agency LLC’s 3rd Largest Position

Patriot Financial Group Insurance Agency LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 6.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 41,463 shares of the software giant’s stock after buying an additional 2,648 shares during the period. Microsoft comprises about 2.4% of Patriot Financial Group Insurance Agency LLC’s investment portfolio, making the stock its 3rd largest position. Patriot Financial Group Insurance Agency LLC’s holdings in Microsoft were worth $20,624,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Kingstone Capital Partners Texas LLC boosted its holdings in Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Nuveen LLC bought a new position in Microsoft in the 1st quarter worth approximately $18,733,827,000. GAMMA Investing LLC lifted its holdings in Microsoft by 40,290.4% in the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock worth $17,528,950,000 after purchasing an additional 46,579,693 shares during the period. Northern Trust Corp lifted its stake in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’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 completion of the sale, 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 disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSFT. Sanford C. Bernstein lifted their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. DA Davidson upped their target price on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Loop Capital increased their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Finally, Melius Research raised their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $617.44.

Microsoft Stock Performance

Shares of Microsoft stock opened at $520.54 on Thursday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. 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 company has a market cap of $3.87 trillion, a P/E ratio of 38.16, a PEG ratio of 2.25 and a beta of 1.03. The business has a 50-day moving average price of $511.49 and a two-hundred day moving average price of $478.67.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 net margin of 36.15% and a return on equity of 32.44%. The firm’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This is a boost 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%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is 24.34%.

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.