Ulland Investment Advisors LLC Decreases Holdings in Microsoft Corporation $MSFT

Ulland Investment Advisors LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 12.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,090 shares of the software giant’s stock after selling 748 shares during the quarter. Microsoft accounts for approximately 1.9% of Ulland Investment Advisors LLC’s holdings, making the stock its 16th largest position. Ulland Investment Advisors LLC’s holdings in Microsoft were worth $2,532,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after buying an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC increased its holdings in Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares during the last quarter. Northern Trust Corp raised its position in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after acquiring an additional 5,370,546 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, 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 transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. DA Davidson set a $650.00 target price on Microsoft in a report on Thursday. Evercore ISI set a $640.00 price objective on Microsoft in a research note on Thursday. TD Cowen boosted their price objective on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. BMO Capital Markets reduced their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $634.67.

Microsoft Price Performance

MSFT stock opened at $517.03 on Tuesday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company’s fifty day moving average price is $514.07 and its 200-day moving average price is $489.41. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market capitalization of $3.84 trillion, a PE ratio of 36.77, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03.

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

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. 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. Microsoft’s payout ratio is presently 25.89%.

Microsoft 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.