Free Trial

Burke & Herbert Bank & Trust Co. Has $16.92 Million Position in Microsoft Corporation $MSFT

Microsoft logo with Computer and Technology background

Burke & Herbert Bank & Trust Co. decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,072 shares of the software giant's stock after selling 1,100 shares during the quarter. Microsoft accounts for approximately 4.1% of Burke & Herbert Bank & Trust Co.'s investment portfolio, making the stock its 2nd largest position. Burke & Herbert Bank & Trust Co.'s holdings in Microsoft were worth $16,920,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Fosun International Ltd increased its position in shares of Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after purchasing an additional 23 shares during the last quarter. Alliance Wealth Management Group increased its position in shares of Microsoft by 0.4% during the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after purchasing an additional 25 shares during the last quarter. Guidance Point Advisors LLC increased its position in shares of Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after purchasing an additional 25 shares during the last quarter. Hudson Edge Investment Partners Inc. increased its position in shares of Microsoft by 5.1% during the 4th quarter. Hudson Edge Investment Partners Inc. now owns 533 shares of the software giant's stock valued at $225,000 after purchasing an additional 26 shares during the last quarter. Finally, Life Planning Partners Inc increased its position in shares of Microsoft by 5.1% during the 4th quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock valued at $228,000 after purchasing an additional 26 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MSFT. Evercore ISI raised their target price on Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Royal Bank Of Canada lifted their price objective on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Scotiabank lifted their price objective on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Finally, Mizuho lifted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Get Our Latest Stock Analysis on Microsoft

Microsoft Stock Down 0.3%

MSFT stock opened at $504.24 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.75 trillion, a PE ratio of 36.97, a PEG ratio of 2.21 and a beta of 1.06. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a 50-day simple moving average of $505.43 and a two-hundred day simple moving average of $443.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results 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. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company's quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be given a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is 24.34%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was 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 approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company's stock.

Microsoft Company Profile

(Free Report)

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.

Recommended Stories

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Microsoft Right Now?

Before you consider Microsoft, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.

While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks to Ride The A.I. Megaboom Cover


We are about to experience the greatest A.I. boom in stock market history...

Thanks to a pivotal economic catalyst, specific tech stocks will skyrocket just like they did during the "dot com" boom in the 1990s.

That’s why, we’ve hand-selected 7 tiny tech disruptor stocks positioned to surge.

  1. The first pick is a tiny under-the-radar A.I. stock that's trading for just $3.00. This company already has 98 registered patents for cutting-edge voice and sound recognition technology... And has lined up major partnerships with some of the biggest names in the auto, tech, and music industry... plus many more.
  2. The second pick presents an affordable avenue to bolster EVs and AI development…. Analysts are calling this stock a “buy” right now and predict a high price target of $19.20, substantially more than its current $6 trading price.
  3. Our final and favorite pick is generating a brand-new kind of AI. It's believed this tech will be bigger than the current well-known leader in this industry… Analysts predict this innovative tech is gearing up to create a tidal wave of new wealth, fueling a $15.7 TRILLION market boom.

Right now, we’re staring down the barrel of a true once-in-a-lifetime moment. As an investment opportunity, this kind of breakthrough doesn't come along every day.

And the window to get in on the ground-floor — maximizing profit potential from this expected market surge — is closing quickly...

Simply enter your email below to get the names and tickers of the 7 small stocks with potential to make investors very, very happy.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Related Videos

ACT FAST! Congress is Dumping these 3 Stocks
Top 5 Stocks for June: AI Picks That Aren’t NVIDIA

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines