Convergence Investment Partners LLC Buys 3,884 Shares of Microsoft Corporation $MSFT

Convergence Investment Partners LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 29.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,154 shares of the software giant’s stock after purchasing an additional 3,884 shares during the quarter. Microsoft comprises about 2.2% of Convergence Investment Partners LLC’s holdings, making the stock its 3rd largest holding. Convergence Investment Partners LLC’s holdings in Microsoft were worth $8,532,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Real Talk Capital LLC increased its stake in Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG grew its holdings in shares of Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares in the last quarter. Modern Wealth Management LLC grew its holdings in shares of Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Well Done LLC increased its stake in Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock worth $4,930,000 after buying an additional 814 shares during the period. Finally, Lantz Financial LLC lifted its holdings in Microsoft by 2.5% during the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock worth $12,042,000 after buying an additional 580 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $492.12 on Friday. The business has a 50 day moving average price of $509.95 and a 200 day moving average price of $499.90. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market cap of $3.66 trillion, a price-to-earnings ratio of 35.00, a PEG ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

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 analysts’ consensus estimates 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 analysts’ expectations of $75.49 billion. During the same quarter last year, the company earned $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business 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 boost 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 payout ratio is currently 25.89%.

Wall Street Analyst Weigh In

MSFT has been the subject of several research reports. Rothschild & Co Redburn restated a “neutral” rating and issued a $500.00 price target (down previously from $560.00) on shares of Microsoft in a research note on Tuesday, November 18th. Citigroup lifted their target price on Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a report on Thursday, October 30th. HSBC upped their price target on Microsoft from $643.00 to $648.00 in a report on Monday, October 27th. Cowen reiterated a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Finally, Redburn Partners set a $560.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $634.33.

Insider Buying and Selling at Microsoft

In related news, 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 value of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

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.