Bear Mountain Capital Inc. Has $1.61 Million Stock Holdings in Microsoft Corporation $MSFT

Bear Mountain Capital Inc. cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.2% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,161 shares of the software giant’s stock after selling 38 shares during the quarter. Microsoft makes up 0.6% of Bear Mountain Capital Inc.’s portfolio, making the stock its 24th largest position. Bear Mountain Capital Inc.’s holdings in Microsoft were worth $1,612,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Lakeshore Capital Group Inc. increased its holdings in shares of Microsoft by 2.2% in the second quarter. Lakeshore Capital Group Inc. now owns 4,139 shares of the software giant’s stock valued at $2,059,000 after purchasing an additional 91 shares in the last quarter. Abel Hall LLC increased its holdings in shares of Microsoft by 34.9% in the second quarter. Abel Hall LLC now owns 9,716 shares of the software giant’s stock valued at $4,833,000 after purchasing an additional 2,516 shares in the last quarter. Mainsail Asset Management LLC increased its stake in shares of Microsoft by 0.5% in the 2nd quarter. Mainsail Asset Management LLC now owns 4,854 shares of the software giant’s stock valued at $2,414,000 after buying an additional 25 shares during the period. Mirova US LLC increased its stake in shares of Microsoft by 22.6% in the 2nd quarter. Mirova US LLC now owns 1,963,799 shares of the software giant’s stock valued at $976,813,000 after buying an additional 361,519 shares during the period. Finally, Triasima Portfolio Management inc. increased its stake in shares of Microsoft by 10.8% in the 2nd quarter. Triasima Portfolio Management inc. now owns 18,575 shares of the software giant’s stock valued at $9,239,000 after buying an additional 1,818 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, 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 completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the company. BMO Capital Markets lowered their price objective on Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research report on Thursday. UBS Group reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday. DA Davidson set a $650.00 target price on shares of Microsoft in a report on Thursday. Finally, HSBC lifted their target price on shares of Microsoft from $643.00 to $648.00 in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $634.67.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $525.76 on Friday. The firm has a market cap of $3.91 trillion, a PE ratio of 37.39, a PEG ratio of 2.36 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 1-year low of $344.79 and a 1-year high of $555.45. The company has a fifty day moving average price of $513.60 and a 200 day moving average price of $485.93.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the prior year, the firm earned $3.30 earnings per share. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

About Microsoft

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.