Microsoft Corporation $MSFT Position Raised by Calamos Wealth Management LLC

Calamos Wealth Management LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 243,810 shares of the software giant’s stock after purchasing an additional 6,607 shares during the period. Microsoft makes up about 5.1% of Calamos Wealth Management LLC’s portfolio, making the stock its 4th biggest position. Calamos Wealth Management LLC’s holdings in Microsoft were worth $121,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. TD Cowen increased their price target on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Wedbush reiterated an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. Cowen reissued a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Baird R W upgraded shares of Microsoft to a “strong-buy” rating in a report on Friday. Finally, Scotiabank lifted their price objective on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a report on Thursday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued 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 target price of $633.59.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 SEC filing for this sale provides additional information. 0.03% of the stock is owned by company insiders.

Microsoft Trading Down 0.5%

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

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

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 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.