Microsoft Corporation $MSFT is Chung Wu Investment Group LLC’s 2nd Largest Position

Chung Wu Investment Group LLC trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,562 shares of the software giant’s stock after selling 740 shares during the period. Microsoft accounts for 8.6% of Chung Wu Investment Group LLC’s portfolio, making the stock its 2nd largest holding. Chung Wu Investment Group LLC’s holdings in Microsoft were worth $8,238,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of MSFT. Newton One Investments LLC grew its stake in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares in the last quarter. Bulwark Capital Corp purchased a new position in Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC grew its stake in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. LSV Asset Management purchased a new position in Microsoft during the fourth quarter valued at $44,000. Finally, IFS Advisors LLC grew its stake in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after acquiring an additional 50 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Microsoft stock opened at $531.52 on Tuesday. The firm has a 50-day moving average price of $511.81 and a 200-day moving average price of $483.46. The firm has a market capitalization of $3.95 trillion, a PE ratio of 38.97, a price-to-earnings-growth ratio of 2.28 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current 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 issued a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Analysts Set New Price Targets

Several research firms have commented on MSFT. Oppenheimer increased their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. HSBC increased their price objective on shares of Microsoft from $643.00 to $648.00 in a research report on Monday. Finally, DA Davidson increased their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Buy” and a consensus price target of $617.41.

Insider Activity

In related 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 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. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

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.