Cumberland Partners Ltd Sells 5,100 Shares of Microsoft Corporation $MSFT

Key Points

• Cumberland Partners Ltd reduced its stake in Microsoft Corporation by 2.8% during Q1, selling 5,100 shares, and now holds 175,267 shares, valued at approximately $65.8 million.
• Insider sales included CEO Satya Nadella selling 149,205 shares for about $75.3 million, representing a 15.87% decrease in his position.
• Microsoft's stock received several analyst upgrades with price targets raised, including from Bank of America to $640, indicating strong market confidence amid its recent earnings performance.

Cumberland Partners Ltd lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 175,267 shares of the software giant's stock after selling 5,100 shares during the quarter. Microsoft comprises about 5.1% of Cumberland Partners Ltd's investment portfolio, making the stock its biggest position. Cumberland Partners Ltd's holdings in Microsoft were worth $65,793,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. Fosun International Ltd increased its stake in shares of Microsoft by 0.3% in the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock worth $2,490,000 after buying an additional 23 shares during the last quarter. Alliance Wealth Management Group increased its stake in shares of Microsoft by 0.4% in the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after buying an additional 25 shares during the last quarter. Guidance Point Advisors LLC increased its stake in shares of Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after buying an additional 25 shares during the last quarter. Orin Green Financial LLC increased its stake in shares of Microsoft by 1.2% in the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock worth $767,000 after buying an additional 25 shares during the last quarter. Finally, Life Planning Partners Inc increased its stake in shares of Microsoft by 5.1% in the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock worth $228,000 after buying an additional 26 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research analyst reports. Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Raymond James Financial lifted their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research note on Monday, July 28th. TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Piper Sandler lifted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Finally, KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. One 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 stock. According to MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Stock Performance

Shares of MSFT opened at $495.00 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a fifty day moving average of $509.93 and a 200-day moving average of $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, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the company posted $2.95 earnings per share. The company's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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

Microsoft 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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