Kapstone Financial Advisors LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• Kapstone Financial Advisors LLC increased its stake in Microsoft Corporation by 5.5%, owning a total of 10,443 shares valued at approximately $5.2 million, making it the fund's 7th largest holding.
• Microsoft recently announced a quarterly dividend of $0.91 per share, an increase from the previous $0.83, with the ex-dividend date set for November 20th.
• CEO Satya Nadella sold 149,205 shares of Microsoft stock valued at approximately $75.3 million, marking a 15.87% decrease in his ownership.

Kapstone Financial Advisors LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,443 shares of the software giant's stock after acquiring an additional 544 shares during the period. Microsoft comprises about 2.6% of Kapstone Financial Advisors LLC's holdings, making the stock its 7th largest holding. Kapstone Financial Advisors LLC's holdings in Microsoft were worth $5,195,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Newton One Investments LLC increased its holdings in 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 purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $31,000. Bulwark Capital Corp purchased a new position in shares of Microsoft during the second quarter valued at approximately $32,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at approximately $44,000. Finally, IFS Advisors LLC lifted its stake 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 acquiring an additional 50 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company's 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Up 0.9%

Shares of NASDAQ:MSFT opened at $511.46 on Monday. The stock has a fifty day simple moving average of $512.03 and a two-hundred day simple moving average of $463.19. The stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.50, a PEG ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. 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 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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 paid a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is 24.34%.

Analyst Ratings Changes

A number of research analysts have issued reports on MSFT shares. Truist Financial boosted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research report on Monday, August 18th. TD Cowen upped their target price on Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Wall Street Zen lowered Microsoft from a "buy" rating to a "hold" rating in a research report on Saturday, September 20th. DA Davidson lifted their price target on Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets upped their price target on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $614.45.

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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