Bellevue Asset Management LLC Has $68.75 Million Position in Microsoft Corporation $MSFT

Bellevue Asset Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 138,211 shares of the software giant’s stock after selling 1,433 shares during the quarter. Microsoft accounts for about 33.5% of Bellevue Asset Management LLC’s portfolio, making the stock its largest position. Bellevue Asset Management LLC’s holdings in Microsoft were worth $68,748,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Bulwark Capital Corp bought a new stake in Microsoft in the second quarter worth $32,000. Westend Capital Management LLC raised its stake in shares of 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. Newton One Investments LLC raised its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Finally, Legend Financial Advisors Inc. bought a new stake in shares of Microsoft in the second quarter valued at about $69,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent research reports. Oppenheimer restated an “outperform” rating on shares of Microsoft in a report on Thursday. Piper Sandler reissued an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday. TD Cowen boosted their price target on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday. Stifel Nicolaus set a $640.00 target price on shares of Microsoft in a report on Thursday. Finally, JPMorgan Chase & Co. boosted their target price on shares of Microsoft from $565.00 to $575.00 and gave the stock an “overweight” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $634.67.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The stock was 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 approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

MSFT opened at $525.76 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market cap of $3.91 trillion, a P/E ratio of 37.39, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. The firm’s 50-day moving average price is $513.60 and its 200-day moving average price is $485.93.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 35.71% and a return on equity of 33.47%. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the prior year, the business posted $3.30 EPS. 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. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed 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. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio 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.