Denali Advisors LLC Has $36.01 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Denali Advisors LLC holds approximately $36 million in Microsoft Corporation, making it the fund's largest holding despite a 1.7% reduction in shares during the first quarter.
• Analysts recently raised their price targets for Microsoft, with estimates as high as $650, reflecting strong investor confidence and a majority of analysts rating the stock a Buy or Strong Buy.
• The company reported earnings of $3.65 per share for the latest quarter, surpassing expectations and demonstrating an 18.1% year-over-year revenue increase.

Denali Advisors LLC reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.7% in the first quarter, according to its most recent filing with the SEC. The fund owned 95,916 shares of the software giant's stock after selling 1,701 shares during the quarter. Microsoft comprises approximately 4.1% of Denali Advisors LLC's holdings, making the stock its largest holding. Denali Advisors LLC's holdings in Microsoft were worth $36,006,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Newton One Investments LLC boosted its position in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after acquiring an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. bought a new stake in Microsoft in the fourth quarter worth $31,000. LSV Asset Management bought a new stake in Microsoft in the fourth quarter worth $44,000. IFS Advisors LLC lifted its position in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC bought a new stake in Microsoft in the fourth quarter worth $62,000. 71.13% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently issued reports on MSFT shares. Stifel Nicolaus raised their price target on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. Sanford C. Bernstein raised their price target on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Piper Sandler raised their price target on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Royal Bank Of Canada raised their price target on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Barclays restated an "overweight" rating and issued a $625.00 price target on shares of Microsoft in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Stock Down 0.6%

NASDAQ:MSFT opened at $506.69 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market cap of $3.77 trillion, a price-to-earnings ratio of 37.15, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04. The stock has a fifty day simple moving average of $508.77 and a 200-day simple moving average of $447.85. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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 paid a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction on 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 transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.03% of the company's stock.

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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