Morton Capital Management LLC CA Purchases 865 Shares of Microsoft Corporation $MSFT

Morton Capital Management LLC CA lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 41,918 shares of the software giant’s stock after acquiring an additional 865 shares during the period. Microsoft accounts for approximately 3.7% of Morton Capital Management LLC CA’s portfolio, making the stock its 7th biggest holding. Morton Capital Management LLC CA’s holdings in Microsoft were worth $20,850,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC boosted 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 during the last quarter. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% during the first 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 last quarter. LSV Asset Management purchased a new position in Microsoft during the fourth quarter worth about $44,000. Finally, Legend Financial Advisors Inc. acquired a new stake in Microsoft in the 2nd quarter worth about $69,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $517.81 on Friday. The company has a market cap of $3.85 trillion, a P/E ratio of 36.83, a PEG 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 Corporation has a one year low of $344.79 and a one year high of $555.45. The business’s 50-day simple moving average is $513.81 and its 200 day simple moving average is $486.83.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s revenue was up 18.4% on a year-over-year basis. During the same period last year, the business posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 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 filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on MSFT shares. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research note on Thursday. Cowen reissued a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. UBS Group reissued a “buy” rating and issued a $650.00 price target on shares of Microsoft in a research note on Thursday. Arete Research raised their price target on Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. Finally, Stifel Nicolaus set a $640.00 price target on Microsoft in a research note on Thursday. One 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 stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $634.67.

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.