LVM Capital Management Ltd. MI Has $87 Million Holdings in Microsoft Corporation $MSFT

Key Points

• LVM Capital Management Ltd. MI has reduced its stake in Microsoft Corporation by 1.7%, now owning 174,910 shares valued at approximately $87 million, making it the fund's largest position.
• Microsoft recently reported a quarterly EPS of $3.65, exceeding estimates, with revenue of $76.44 billion, reflecting an 18.1% year-over-year increase.
• The company announced a dividend increase to $0.91 per share, up from the previous $0.83, with the ex-dividend date set for November 20th.

LVM Capital Management Ltd. MI cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 174,910 shares of the software giant's stock after selling 2,955 shares during the quarter. Microsoft accounts for about 9.0% of LVM Capital Management Ltd. MI's portfolio, making the stock its largest position. LVM Capital Management Ltd. MI's holdings in Microsoft were worth $87,002,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. Fosun International Ltd boosted its stake in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after purchasing an additional 23 shares in the last quarter. Birchbrook Inc. boosted its position in Microsoft by 0.4% during the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant's stock worth $2,375,000 after buying an additional 23 shares during the period. Gagnon Securities LLC grew its holdings in Microsoft by 3.5% during the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock worth $264,000 after acquiring an additional 24 shares during the last quarter. Alliance Wealth Management Group increased its position in Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after acquiring an additional 25 shares during the period. Finally, Guidance Point Advisors LLC raised its stake in shares of Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after acquiring an additional 25 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $509.04 on Wednesday. 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's 50-day moving average is $511.15 and its 200-day moving average is $455.82. The stock has a market capitalization of $3.78 trillion, a PE ratio of 37.32, a price-to-earnings-growth ratio of 2.25 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company'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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was 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 owned by insiders.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. Sanford C. Bernstein increased their price objective on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Citigroup increased their price target on Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research note on Tuesday, July 22nd. BMO Capital Markets lifted their price objective on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. TD Cowen increased their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, Stifel Nicolaus raised their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a report on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Company 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.

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).

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.