Narwhal Capital Management Lowers Stock Position in Microsoft Corporation $MSFT

Narwhal Capital Management lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 157,248 shares of the software giant’s stock after selling 3,457 shares during the quarter. Microsoft accounts for approximately 6.3% of Narwhal Capital Management’s holdings, making the stock its 3rd biggest holding. Narwhal Capital Management’s holdings in Microsoft were worth $78,217,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC boosted its stake in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares in the last quarter. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% in 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 acquired a new stake in shares of Microsoft in the 4th quarter valued at $44,000. Finally, Legend Financial Advisors Inc. acquired a new stake in shares of Microsoft in the 2nd quarter valued at $69,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling

In related news, 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on 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 sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $517.81 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. The stock has a market cap of $3.85 trillion, a PE ratio of 36.83, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. The stock has a 50-day moving average of $513.81 and a 200-day moving average of $487.54. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Redburn Partners set a $560.00 price target on shares of Microsoft in a research report on Wednesday, October 22nd. Truist Financial upped their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. Finally, Bank of America upped their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. One 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 has a consensus rating of “Buy” and an average price target of $634.67.

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.