Birmingham Capital Management Co. Inc. AL Has $907,000 Holdings in Microsoft Corporation $MSFT

Birmingham Capital Management Co. Inc. AL trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT) by 44.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,824 shares of the software giant’s stock after selling 1,486 shares during the period. Birmingham Capital Management Co. Inc. AL’s holdings in Microsoft were worth $907,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of the business. Kingstone Capital Partners Texas LLC raised its holdings in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares during the period. Nuveen LLC bought a new stake in shares of Microsoft during the first quarter worth $18,733,827,000. Northern Trust Corp raised its holdings in shares of Microsoft by 16.1% during 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. Vanguard Group Inc. lifted its position in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in Microsoft by 14.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock worth $18,521,349,000 after purchasing an additional 6,101,005 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $507.49 on Tuesday. The company has a fifty day moving average price of $514.45 and a two-hundred day moving average price of $497.92. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market cap of $3.77 trillion, a P/E ratio of 36.09, a P/E/G ratio of 2.36 and a beta of 1.02. 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 (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share 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 company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period in the previous year, the business earned $3.30 EPS. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

MSFT has been the topic of several recent research reports. Stifel Nicolaus set a $640.00 price target on Microsoft in a research note on Thursday, October 30th. Robert W. Baird began coverage on Microsoft in a research report on Friday. They issued an “outperform” rating and a $600.00 target price on the stock. Royal Bank Of Canada set a $640.00 price target on Microsoft in a research report on Wednesday, October 29th. Arete lifted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Finally, Cantor Fitzgerald set a $639.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $633.59.

Insider Buying and Selling

In other news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 completion of 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 position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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.