Whipplewood Advisors LLC Acquires 194 Shares of Microsoft Corporation $MSFT

Whipplewood Advisors LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 8,411 shares of the software giant’s stock after acquiring an additional 194 shares during the period. Microsoft makes up approximately 2.3% of Whipplewood Advisors LLC’s portfolio, making the stock its 4th biggest position. Whipplewood Advisors LLC’s holdings in Microsoft were worth $4,184,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Interchange Capital Partners LLC raised its position in shares of Microsoft by 0.6% in the 2nd quarter. Interchange Capital Partners LLC now owns 26,399 shares of the software giant’s stock worth $13,132,000 after buying an additional 165 shares during the period. Cabot Wealth Management Inc. increased its stake in Microsoft by 1.5% during the second quarter. Cabot Wealth Management Inc. now owns 13,720 shares of the software giant’s stock worth $6,825,000 after acquiring an additional 200 shares during the last quarter. AF Advisors Inc. purchased a new position in shares of Microsoft in the 2nd quarter worth about $251,000. Stegent Equity Advisors Inc. lifted its stake in shares of Microsoft by 9.1% in the 2nd quarter. Stegent Equity Advisors Inc. now owns 2,993 shares of the software giant’s stock valued at $1,489,000 after purchasing an additional 250 shares in the last quarter. Finally, Dodds Wealth LLC grew its holdings in shares of Microsoft by 1.4% during the 2nd quarter. Dodds Wealth LLC now owns 1,833 shares of the software giant’s stock worth $912,000 after purchasing an additional 25 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MSFT. Arete raised their price target on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Rothschild Redb downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Citigroup upped their price target on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Melius Research increased their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Finally, Scotiabank boosted their price objective on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $634.33.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the company’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 of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Up 1.8%

Shares of NASDAQ MSFT opened at $485.50 on Thursday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock’s 50-day simple moving average is $510.92 and its 200-day simple moving average is $499.71. The firm has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.53, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the prior year, the business posted $3.30 earnings per share. Microsoft’s revenue for the quarter was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Microsoft Company 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.