Lee Financial Co Raises Stake in Microsoft Corporation $MSFT

Lee Financial Co increased its position in Microsoft Corporation (NASDAQ:MSFT) by 7.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,961 shares of the software giant’s stock after acquiring an additional 1,165 shares during the quarter. Microsoft comprises about 1.1% of Lee Financial Co’s holdings, making the stock its 15th biggest holding. Lee Financial Co’s holdings in Microsoft were worth $7,939,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Trevian Wealth Management LLC grew its position in shares of Microsoft by 2.2% during the 2nd quarter. Trevian Wealth Management LLC now owns 6,246 shares of the software giant’s stock valued at $3,107,000 after purchasing an additional 136 shares in the last quarter. Callan Family Office LLC raised its position in shares of Microsoft by 140.8% in the second quarter. Callan Family Office LLC now owns 294,741 shares of the software giant’s stock worth $146,607,000 after buying an additional 172,352 shares in the last quarter. TFR Capital LLC. boosted its stake in Microsoft by 1.8% during the second quarter. TFR Capital LLC. now owns 35,398 shares of the software giant’s stock valued at $17,608,000 after buying an additional 633 shares during the period. Mainstay Capital Management LLC ADV boosted its stake in Microsoft by 104.8% during the second quarter. Mainstay Capital Management LLC ADV now owns 10,388 shares of the software giant’s stock valued at $5,168,000 after buying an additional 5,316 shares during the period. Finally, Boomfish Wealth Group LLC grew its position in Microsoft by 0.6% during the second quarter. Boomfish Wealth Group LLC now owns 8,674 shares of the software giant’s stock worth $4,314,000 after buying an additional 48 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of several research analyst reports. UBS Group restated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. HSBC increased their price target on shares of Microsoft from $643.00 to $648.00 in a report on Monday, October 27th. Citigroup lifted their price objective on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Evercore ISI set a $640.00 target price on Microsoft in a research note on Thursday. One investment 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 company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $634.67.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were 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 approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.2%

Shares of NASDAQ:MSFT opened at $517.03 on Tuesday. The stock’s 50-day moving average is $514.07 and its 200 day moving average is $489.41. The company has a market cap of $3.84 trillion, a PE ratio of 36.77, a P/E/G ratio of 2.36 and a beta of 1.03. 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 1 year low of $344.79 and a 1 year high of $555.45.

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

Microsoft Increases Dividend

The company also recently disclosed 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 positive change 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 payout ratio is currently 25.89%.

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.