Alan B Lancz & Associates Inc. Buys 250 Shares of Microsoft Corporation $MSFT

Alan B Lancz & Associates Inc. lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 2.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,743 shares of the software giant’s stock after purchasing an additional 250 shares during the quarter. Microsoft accounts for 5.8% of Alan B Lancz & Associates Inc.’s portfolio, making the stock its 2nd largest position. Alan B Lancz & Associates Inc.’s holdings in Microsoft were worth $5,841,000 at the end of the most recent reporting period.

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

Insider Activity

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

Shares of MSFT opened at $493.79 on Wednesday. The company has a market cap of $3.67 trillion, a PE ratio of 35.12, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The firm has a 50-day moving average of $514.35 and a 200-day moving average of $498.33. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 announced 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 business had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the previous year, the firm posted $3.30 EPS. Microsoft’s revenue 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 forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm 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 $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost 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 25.89%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on MSFT shares. Wells Fargo & Company increased their target price on Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. BNP Paribas Exane increased their price objective on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a research report on Monday, November 3rd. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. Loop Capital upped their price target on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Finally, Evercore ISI set a $640.00 price target on shares of Microsoft in a research note on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $632.05.

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.