Microsoft Corporation $MSFT is Balboa Wealth Partners’ 3rd Largest Position

Balboa Wealth Partners increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 55,322 shares of the software giant’s stock after purchasing an additional 820 shares during the period. Microsoft makes up approximately 5.5% of Balboa Wealth Partners’ portfolio, making the stock its 3rd biggest holding. Balboa Wealth Partners’ holdings in Microsoft were worth $27,518,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. PMV Capital Advisers LLC grew its position in Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after acquiring an additional 20 shares in the last quarter. Seek First Inc. lifted its stake in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after purchasing an additional 20 shares during the last quarter. Level Financial Advisors boosted its holdings in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after purchasing an additional 20 shares in the last quarter. Red Mountain Financial LLC increased its position in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC raised its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after buying an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

Microsoft stock opened at $507.49 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm 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. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a 50-day moving average of $514.45 and a 200-day moving average of $497.92.

Microsoft (NASDAQ:MSFT) last released 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. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the prior year, the company posted $3.30 EPS. Microsoft’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 expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. 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. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is 25.89%.

Insider Buying and Selling at Microsoft

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction 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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on MSFT shares. Morgan Stanley upped their target price on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Piper Sandler restated an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a report on Monday. Redburn Partners set a $560.00 target price on shares of Microsoft in a research report on Wednesday, October 22nd. Finally, DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $633.59.

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.