Microsoft Corporation $MSFT is Navera Investment Management Ltd.’s Largest Position

Navera Investment Management Ltd. raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 782,107 shares of the software giant’s stock after acquiring an additional 2,646 shares during the quarter. Microsoft accounts for about 7.1% of Navera Investment Management Ltd.’s holdings, making the stock its biggest position. Navera Investment Management Ltd.’s holdings in Microsoft were worth $388,917,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Newton One Investments LLC boosted its stake 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 worth $28,000 after acquiring an additional 30 shares in the last quarter. Bulwark Capital Corp purchased a new stake in shares of Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC boosted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter valued at $44,000. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in shares of Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction 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. The trade was a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 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 transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on MSFT. UBS Group reaffirmed a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday. Rothschild & Co Redburn upped their price objective on shares of Microsoft from $550.00 to $560.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Redburn Partners set a $560.00 price target on Microsoft in a research note on Wednesday, October 22nd. Arete increased their price target on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. Finally, Morgan Stanley increased their target price on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $634.67.

Microsoft Trading Down 1.5%

NASDAQ MSFT opened at $517.81 on Friday. The company’s 50 day moving average price is $513.81 and its 200 day moving average price is $486.83. 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 Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 36.83, a PEG ratio of 2.36 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the firm earned $3.30 EPS. The firm’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 25.89%.

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.