Kooman & Associates Boosts Holdings in Microsoft Corporation $MSFT

Kooman & Associates grew its position in Microsoft Corporation (NASDAQ:MSFT) by 0.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,594 shares of the software giant’s stock after buying an additional 26 shares during the period. Microsoft accounts for approximately 0.6% of Kooman & Associates’ investment portfolio, making the stock its 12th largest position. Kooman & Associates’ holdings in Microsoft were worth $1,788,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. CHICAGO TRUST Co NA boosted its position in shares of Microsoft by 12.1% during the 2nd quarter. CHICAGO TRUST Co NA now owns 76,359 shares of the software giant’s stock worth $37,982,000 after purchasing an additional 8,256 shares during the period. Opal Wealth Advisors LLC boosted its position in shares of Microsoft by 10.0% during the 2nd quarter. Opal Wealth Advisors LLC now owns 10,044 shares of the software giant’s stock worth $4,996,000 after purchasing an additional 913 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. boosted its position in shares of Microsoft by 4.7% during the 2nd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 13,032 shares of the software giant’s stock worth $6,482,000 after purchasing an additional 585 shares during the period. MFA Wealth Advisors LLC boosted its position in shares of Microsoft by 281.8% during the 2nd quarter. MFA Wealth Advisors LLC now owns 11,016 shares of the software giant’s stock worth $5,479,000 after purchasing an additional 8,131 shares during the period. Finally, Gries Financial LLC boosted its position in shares of Microsoft by 7.3% during the 2nd quarter. Gries Financial LLC now owns 22,186 shares of the software giant’s stock worth $11,035,000 after purchasing an additional 1,519 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $510.96 on Monday. 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 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a P/E/G ratio of 2.22 and a beta of 1.03. The firm has a 50 day moving average of $513.12 and a two-hundred day moving average of $472.29.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the business earned $2.95 EPS. The company’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on MSFT shares. Scotiabank increased their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Truist Financial increased their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. Cantor Fitzgerald increased their target price on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Finally, Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $618.47.

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.