Canopy Partners LLC Has $12.49 Million Position in Microsoft Corporation $MSFT

Canopy Partners LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,100 shares of the software giant’s stock after selling 710 shares during the period. Microsoft comprises approximately 4.6% of Canopy Partners LLC’s portfolio, making the stock its 2nd biggest holding. Canopy Partners LLC’s holdings in Microsoft were worth $12,485,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Newton One Investments LLC grew its position in shares of 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 acquiring an additional 30 shares during the period. Bulwark Capital Corp purchased a new stake in Microsoft in the second quarter worth $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft in the fourth quarter worth $44,000. Finally, ROSS JOHNSON & Associates LLC increased its holdings in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on MSFT shares. Redburn Partners set a $560.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Wolfe Research set a $675.00 price target on Microsoft and gave the company an “outperform” rating in a research report on Tuesday. Finally, Arete lifted their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $634.67.

Microsoft Stock Down 2.9%

Shares of NASDAQ: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 firm has a fifty day moving average of $513.60 and a 200 day moving average of $485.93. The firm has a market capitalization of $3.91 trillion, a PE ratio of 37.39, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

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 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter in the prior year, the company earned $3.30 EPS. The firm’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is currently 24.34%.

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.