Microsoft Corporation $MSFT Holdings Decreased by Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 283,105 shares of the software giant’s stock after selling 275 shares during the period. Microsoft comprises about 6.2% of Birch Hill Investment Advisors LLC’s holdings, making the stock its largest holding. Birch Hill Investment Advisors LLC’s holdings in Microsoft were worth $140,819,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. WFA Asset Management Corp boosted its stake in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. UBS Group reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a report on Thursday, October 30th. Mizuho cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Citigroup increased their price target on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Cantor Fitzgerald set a $639.00 price target on shares of Microsoft in a report on Thursday, October 30th. Finally, BNP Paribas Exane upped their price objective on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a report on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $634.33.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $472.12 on Friday. The company has a market cap of $3.51 trillion, a price-to-earnings ratio of 33.58, a PEG ratio of 2.36 and a beta of 1.02. The business has a 50 day moving average price of $512.88 and a 200 day moving average price of $498.37. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s payout ratio is currently 25.89%.

Insider Buying and Selling at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated 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 sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

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.