Somerville Kurt F Has $31.68 Million Stake in Microsoft Corporation $MSFT

Somerville Kurt F reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,681 shares of the software giant’s stock after selling 1,502 shares during the quarter. Microsoft comprises 5.3% of Somerville Kurt F’s portfolio, making the stock its 2nd largest holding. Somerville Kurt F’s holdings in Microsoft were worth $31,676,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC grew its stake in Microsoft by 564,387.1% during 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 acquiring an additional 90,533,328 shares in the last quarter. Northern Trust Corp grew its position in Microsoft by 16.1% during the fourth 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 in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 3.8% during 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 acquiring an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Microsoft by 9.8% in the fourth 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 in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 2.9%

MSFT stock opened at $525.76 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a 50-day moving average of $513.60 and a two-hundred day moving average of $485.93. The stock has a market capitalization of $3.91 trillion, a price-to-earnings ratio of 37.39, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last released 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 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 company earned $3.30 earnings per share. The business’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Insider Buying and Selling

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 value of $2,557,502.00. Following the completion of the sale, the executive vice president directly 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 directly owned 790,852 shares of the company’s stock, valued at approximately $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. 0.03% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on MSFT. DA Davidson set a $650.00 price target on Microsoft in a research note on Thursday. Piper Sandler reissued an “overweight” rating and issued a $650.00 target price on shares of Microsoft in a research report on Thursday. 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 research report on Thursday. Cowen reiterated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $634.67.

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.