Little House Capital LLC Decreases Stake in Microsoft Corporation $MSFT

Key Points

• Little House Capital LLC's holdings in Microsoft Corporation decreased by 4.4% in Q2, bringing their total to 43,802 shares valued at approximately $21.79 million.
• Microsoft recently declared a quarterly dividend of $0.91 per share, an increase from the previous $0.83, with the ex-dividend date set for November 20th.
• Several large investors, including Henrickson Nauta Wealth Advisors and First National Corp MA ADV, increased their positions in Microsoft during the same quarter, indicating strong institutional interest in the stock.

Little House Capital LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 43,802 shares of the software giant's stock after selling 2,019 shares during the quarter. Microsoft comprises about 5.5% of Little House Capital LLC's portfolio, making the stock its largest position. Little House Capital LLC's holdings in Microsoft were worth $21,787,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Newton One Investments LLC boosted its position in 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. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft during the 4th quarter worth approximately $31,000. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth approximately $44,000. IFS Advisors LLC boosted its position in Microsoft by 50.0% during the 1st 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 period. Finally, ROSS JOHNSON & Associates LLC boosted its position in Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after buying an additional 95 shares during the period. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several recent research reports. Truist Financial lifted their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Wells Fargo & Company restated an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Stifel Nicolaus boosted their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. TD Cowen boosted their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Finally, Bank of America boosted their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report 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 issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business's 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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The sale 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 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $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. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Down 0.7%

Shares of NASDAQ MSFT traded down $3.48 during trading on Monday, hitting $514.45. The stock had a trading volume of 19,977,512 shares, compared to its average volume of 20,503,336. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market capitalization of $3.82 trillion, a PE ratio of 37.72, a PEG ratio of 2.26 and a beta of 1.04. The firm has a fifty day moving average of $511.71 and a two-hundred day moving average of $458.74.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its 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 during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 EPS. The business's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is presently 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.