Lyell Wealth Management LP Raises Holdings in Microsoft Corporation $MSFT

Lyell Wealth Management LP boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 4.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 90,100 shares of the software giant’s stock after buying an additional 3,432 shares during the period. Microsoft accounts for 3.5% of Lyell Wealth Management LP’s portfolio, making the stock its 2nd biggest holding. Lyell Wealth Management LP’s holdings in Microsoft were worth $44,817,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC boosted its position in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC lifted its stake in Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its position in Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after acquiring an additional 33,382 shares during the period. Modern Wealth Management LLC grew its stake in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Finally, Well Done LLC increased its holdings in shares of Microsoft by 8.9% in the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on MSFT. Raymond James Financial decreased their price target on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Barclays reissued an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Morgan Stanley upped their price target on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Guggenheim upgraded Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price objective for the company in a report on Monday, October 27th. Finally, Scotiabank boosted their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research note on Thursday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Buy” and an average target price of $632.05.

Microsoft Price Performance

NASDAQ MSFT opened at $493.79 on Wednesday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock’s 50-day moving average is $514.35 and its two-hundred day moving average is $498.33. The firm has a market cap of $3.67 trillion, a P/E ratio of 35.12, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. 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 issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the prior year, the firm posted $3.30 EPS. 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. On average, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 25.89%.

Insiders Place Their Bets

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