Microsoft Corporation $MSFT Holdings Lifted by Greenleaf Trust

Greenleaf Trust grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 329,216 shares of the software giant's stock after buying an additional 3,490 shares during the period. Microsoft accounts for 1.1% of Greenleaf Trust's investment portfolio, making the stock its 7th largest position. Greenleaf Trust's holdings in Microsoft were worth $123,584,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Newton One Investments LLC lifted 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 valued at $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the 4th quarter valued at $31,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter valued at $44,000. IFS Advisors LLC lifted its position in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after buying an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC bought a new stake in shares of Microsoft during the 4th quarter valued at $62,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last three months, insiders sold 8,850 shares of company stock valued at $4,406,512. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $504.26 on Tuesday. The stock's 50-day simple moving average is $506.58 and its two-hundred day simple moving average is $445.18. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.75 trillion, a P/E ratio of 36.97, a P/E/G ratio of 2.22 and a beta of 1.06.

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

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on MSFT shares. Raymond James Financial boosted their price objective on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research note on Monday, July 28th. Oppenheimer boosted their price objective on Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Wedbush boosted their price objective on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. JPMorgan Chase & Co. boosted their price objective on Microsoft from $465.00 to $475.00 and gave the company an "overweight" rating in a research note on Thursday, May 1st. Finally, Piper Sandler boosted their price objective on Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note 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 assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

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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