Free Trial

Exchange Capital Management Inc. Has $35.80 Million Stock Position in Microsoft Corporation $MSFT

Microsoft logo with Computer and Technology background

Key Points

  • Exchange Capital Management Inc. reduced its stake in Microsoft Corporation by 0.8%, holding 71,967 shares valued at $35.80 million, making it the fund's largest investment.
  • Microsoft reported $3.65 EPS for the last quarter, surpassing the expected $3.35, with a year-over-year revenue increase of 18.1%.
  • The company's quarterly dividend was increased to $0.91 per share, representing a 0.7% yield, payable on December 11th to shareholders of record as of November 20th.
  • Five stocks we like better than Microsoft.

Exchange Capital Management Inc. lessened its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,967 shares of the software giant's stock after selling 572 shares during the period. Microsoft accounts for 5.3% of Exchange Capital Management Inc.'s portfolio, making the stock its largest holding. Exchange Capital Management Inc.'s holdings in Microsoft were worth $35,797,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. Brady Martz Wealth Solutions LLC raised its position in shares of Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after acquiring an additional 95 shares during the last quarter. Real Talk Capital LLC raised its position in shares of Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock valued at $860,000 after acquiring an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG raised its position in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant's stock valued at $457,119,000 after acquiring an additional 33,382 shares during the last quarter. Modern Wealth Management LLC raised its position in shares of Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after acquiring an additional 40,860 shares during the last quarter. Finally, Well Done LLC raised its position in shares of Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant's stock valued at $4,930,000 after acquiring an additional 814 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.6%

Shares of NASDAQ:MSFT opened at $520.54 on Thursday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $3.87 trillion, a P/E ratio of 38.16, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a 50-day simple moving average of $511.49 and a 200 day simple moving average of $478.67. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its 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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the business posted $2.95 EPS. Microsoft's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

MSFT has been the topic of several research analyst reports. Sanford C. Bernstein raised their price objective on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Evercore ISI raised their price objective on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Jefferies Financial Group raised their price objective on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Arete raised their price objective on Microsoft from $700.00 to $710.00 and gave the stock a "buy" rating in a research note on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued 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 a consensus target price of $617.44.

View Our Latest Stock Analysis on Microsoft

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.

Read More

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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

10 Best Stocks to Own: Fall 2025 Cover

Enter your email address and we'll send you MarketBeat's list of ten stocks that are set to soar in Fall 2025, despite the threat of tariffs and other economic uncertainty. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.

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

Featured Articles and Offers

Related Videos

ALERT: Big Tech Earnings – Watch Before Wednesday
ACT FAST! Congress is Dumping these 3 Stocks

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines