Microsoft Corporation $MSFT Holdings Lessened by Yousif Capital Management LLC

Yousif Capital Management LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 907,452 shares of the software giant’s stock after selling 8,994 shares during the quarter. Microsoft accounts for 4.9% of Yousif Capital Management LLC’s investment portfolio, making the stock its largest position. Yousif Capital Management LLC’s holdings in Microsoft were worth $451,376,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. WFA Asset Management Corp boosted its holdings in 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 acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its position 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 purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its stake in shares of Microsoft by 410.4% in 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 period. Wealth Group Ltd. grew its holdings in shares of 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 grew its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 directly 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. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred 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 sale, the insider owned 461,597 shares of the company’s stock, valued at $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. Insiders have sold 192,555 shares of company stock worth $97,840,842 over the last three months. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Melius Research increased their target price on shares of Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. Redburn Partners set a $560.00 price objective on Microsoft in a research note on Wednesday, October 22nd. Piper Sandler reiterated an “overweight” rating and issued a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Finally, Evercore ISI set a $640.00 target price on Microsoft in a research note on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $634.47.

Microsoft Stock Performance

NASDAQ:MSFT opened at $496.82 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $3.69 trillion, a PE ratio of 35.34, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The business’s fifty day moving average price is $513.88 and its 200 day moving average price is $493.26.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping 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 company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the business earned $3.30 EPS. 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. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 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.