Sitrin Capital Management LLC Cuts Position in Microsoft Corporation $MSFT

Sitrin Capital Management LLC decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 12.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,653 shares of the software giant’s stock after selling 2,162 shares during the period. Microsoft accounts for 3.7% of Sitrin Capital Management LLC’s portfolio, making the stock its 7th largest position. Sitrin Capital Management LLC’s holdings in Microsoft were worth $7,288,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in MSFT. Newton One Investments LLC lifted its holdings in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the period. Bulwark Capital Corp acquired a new stake in Microsoft in the second quarter worth about $32,000. Westend Capital Management LLC lifted its holdings 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 purchasing an additional 58 shares during the period. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction 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 completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $517.81 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock 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. The stock’s fifty day simple moving average is $513.81 and its 200 day simple moving average is $487.54. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for 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%.The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. As a group, 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is presently 25.89%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MSFT. Wedbush reiterated an “outperform” rating and set a $625.00 price target on shares of Microsoft in a research report on Wednesday, October 22nd. Bank of America lifted their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Loop Capital lifted their price target on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. lifted their price target on Microsoft from $565.00 to $575.00 and gave the company an “overweight” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average 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.