1,342 Microsoft Corporation $MSFT Shares Purchased by Spinnaker Trust

Key Points

• Spinnaker Trust increased its Microsoft stake by 1.1% in the second quarter, purchasing 1,342 shares and bringing its total holdings to 119,765 shares valued at approximately $44.7 million. Institutional investors own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, exceeding analyst expectations, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Insiders sold about 150,314 Microsoft shares worth $75.4 million during the last quarter, including significant sales by CEO Satya Nadella. Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $592.15.

Spinnaker Trust raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 119,765 shares of the software giant's stock after purchasing an additional 1,342 shares during the period. Microsoft accounts for approximately 2.2% of Spinnaker Trust's investment portfolio, making the stock its 10th biggest position. Spinnaker Trust's holdings in Microsoft were worth $44,675,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in MSFT. Frankly Finances LLC bought a new position in Microsoft during the second quarter worth $35,000. Bard Associates Inc. acquired a new position in Microsoft in the second quarter valued at approximately $37,000. PMV Capital Advisers LLC acquired a new stake in shares of Microsoft during the 2nd quarter worth approximately $38,000. Fiduciary Advisors Inc. raised its holdings in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after purchasing an additional 34 shares during the period. Finally, Persistent Asset Partners Ltd bought a new stake in Microsoft in the 2nd quarter valued at about $60,000. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 150,314 shares of company stock valued at $75,404,992. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $524.51 on Friday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The stock has a market cap of $3.90 trillion, a P/E ratio of 29.20, a P/E/G ratio of 1.67 and a beta of 1.10. The company has a 50 day moving average of $508.51 and a 200 day moving average of $446.17.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.65 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 20.27%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and earnings expectations remain strong. Bank of America reaffirmed its Buy rating and forecast approximately 44.8% Azure growth. Analysts expect quarterly results to be broadly in line with estimates, with Azure strength potentially offsetting heavy investment in AI infrastructure. Microsoft Stock Forecast: BofA Reaffirms Buy Ahead of Earnings
• Positive Sentiment: Microsoft’s custom silicon and security businesses could support future cloud margins. The Maia AI accelerator and other internally developed chips may reduce reliance on Nvidia, improve cost control and retain more economics from Microsoft’s AI services. Investors are also watching whether security growth helps offset data-center expenses. Microsoft: Security And Silicon Set The Stage For Cloud Margin Recovery
• Positive Sentiment: Medical AI results add another potential growth opportunity. Microsoft’s MAI-DxO reportedly diagnosed complex cases more than twice as often as general physicians in a simulation, strengthening the company’s positioning in healthcare AI, although commercialization and regulatory hurdles remain. Microsoft develops AI tool that can diagnose sequentially like a doctor
• Neutral Sentiment: The upcoming report is a major near-term catalyst. Investors will focus on Azure growth, Copilot adoption, AI monetization, capital expenditures, backlog conversion and management’s outlook. The stock is trading near its yearly high, raising expectations for a strong forecast. Microsoft's Earnings Problem: Even Great May Not Be Enough
• Negative Sentiment: AI spending and market conditions could pressure valuation and margins. Investors have recently sold some technology shares when companies raised infrastructure budgets, while a weaker overall market and higher oil prices have added volatility. Microsoft’s large data-center investment must translate into revenue growth to justify the spending. Microsoft Earnings Report To Focus On AI Momentum, Capex
• Negative Sentiment: Operational and product concerns remain. Microsoft withdrew from a U.K. data-center deal because of power-delivery delays, and Xbox cloud-streaming price changes have generated customer friction. Former CEO Bill Gates has also warned about AI safety risks, potentially increasing regulatory scrutiny. Microsoft pulls out of UK Nscale data centre deal over power delay

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on MSFT shares. CLSA reaffirmed an "outperform" rating on shares of Microsoft in a research report on Thursday, July 30th. Scotiabank upped their price target on Microsoft from $510.00 to $615.00 and gave the stock an "outperform" rating in a report on Monday, October 5th. Needham & Company LLC began coverage on shares of Microsoft in a research note on Wednesday, September 23rd. They issued a "buy" rating for the company. Cantor Fitzgerald upped their price objective on shares of Microsoft from $522.00 to $608.00 and gave the stock an "overweight" rating in a research report on Monday, September 21st. Finally, Oppenheimer increased their price target on Microsoft from $515.00 to $570.00 and gave the company an "outperform" rating in a research report on Tuesday, September 22nd. Forty-three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $592.15.

About Microsoft

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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