Cheviot Value Management LLC Purchases 6,543 Shares of Microsoft Corporation $MSFT

Key Points

• Cheviot Value Management LLC increased its position in Microsoft by 12.5%, acquiring an additional 6,543 shares, bringing its total holdings to 59,054 shares valued at approximately $22.17 million.
• Microsoft's CEO, Satya Nadella, sold over 149,000 shares in early September, decreasing his ownership by 15.87%, whilst the company also declared a quarterly dividend of $0.83 per share.
• Analysts have increased their price targets for Microsoft, with firms like Loop Capital and DA Davidson setting new targets up to $675.00, and the stock has a consensus rating of "Moderate Buy."

Cheviot Value Management LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,054 shares of the software giant's stock after acquiring an additional 6,543 shares during the quarter. Microsoft makes up approximately 2.7% of Cheviot Value Management LLC's portfolio, making the stock its 11th largest position. Cheviot Value Management LLC's holdings in Microsoft were worth $22,168,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in MSFT. WFA Asset Management Corp grew its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. boosted its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick purchased a new position in shares of Microsoft in the 4th quarter worth about $1,375,000. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

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 transaction 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 trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Trading Down 2.6%

Shares of Microsoft stock opened at $495.00 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.22 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company's 50-day moving average price is $509.93 and its 200-day moving average price is $450.60.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The company's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders 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 yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSFT. Loop Capital boosted their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Westpark Capital reissued a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Sanford C. Bernstein boosted their price target on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Truist Financial boosted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

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.

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