Joel Isaacson & Co. LLC Purchases 2,690 Shares of Microsoft Corporation $MSFT

Joel Isaacson & Co. LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 100,826 shares of the software giant’s stock after purchasing an additional 2,690 shares during the period. Microsoft comprises 2.0% of Joel Isaacson & Co. LLC’s holdings, making the stock its 11th largest position. Joel Isaacson & Co. LLC’s holdings in Microsoft were worth $50,152,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Microsoft by 1.1% in 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 acquiring an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC lifted its stake in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Northern Trust Corp lifted its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent analyst reports. BMO Capital Markets raised their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Loop Capital raised their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Rothschild & Co Redburn raised their price objective on shares of Microsoft from $550.00 to $560.00 and gave the stock a “buy” rating in a research report on Wednesday, October 22nd. Guggenheim upgraded shares of Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price objective for the company in a research report on Monday. Finally, Oppenheimer raised their price objective on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $626.58.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.1%

NASDAQ MSFT opened at $541.55 on Thursday. 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 1-year low of $344.79 and a 1-year high of $555.45. The company has a 50 day moving average of $513.17 and a 200-day moving average of $485.65. The company has a market cap of $4.03 trillion, a price-to-earnings ratio of 39.70, a PEG ratio of 2.36 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the business earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. On average, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. 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.