Holland Advisory Services Inc. Has $1.55 Million Stake in Microsoft Corporation $MSFT

Key Points

• Holland Advisory Services Inc. increased its stake in Microsoft Corporation by 20.2% during Q2, now holding approximately $1.55 million worth of shares, making it the firm's 6th largest holding.
• Corporate insiders, including EVP Takeshi Numoto and CEO Satya Nadella, recently sold significant amounts of Microsoft stock, indicating a decrease in ownership among executives.
• Microsoft declared a quarterly dividend of $0.91 per share, which reflects an increase from the previous $0.83 and is set to be paid on December 11th.

Holland Advisory Services Inc. raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,108 shares of the software giant's stock after acquiring an additional 522 shares during the quarter. Microsoft comprises approximately 2.3% of Holland Advisory Services Inc.'s investment portfolio, making the stock its 6th biggest holding. Holland Advisory Services Inc.'s holdings in Microsoft were worth $1,546,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bulwark Capital Corp acquired a new stake in Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC grew its position in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after buying an additional 58 shares during the period. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $31,000. Newton One Investments LLC grew 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 worth $28,000 after buying an additional 30 shares during the period. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on 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 sale, 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 disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Melius Research lifted their price target on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Wells Fargo & Company lifted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research report on Monday. 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 report on Thursday, July 31st. Evercore ISI lifted their price target on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Finally, Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Microsoft Stock Performance

NASDAQ MSFT opened at $510.96 on Friday. 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 firm's fifty day moving average price is $513.12 and its two-hundred day moving average price is $471.16. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market capitalization of $3.80 trillion, a P/E ratio of 37.46, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The company's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

About Microsoft

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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