Microsoft Corporation $MSFT is Petredis Investment Advisors LLC's 4th Largest Position

Petredis Investment Advisors LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 126,449 shares of the software giant's stock after purchasing an additional 1,077 shares during the quarter. Microsoft accounts for approximately 5.5% of Petredis Investment Advisors LLC's investment portfolio, making the stock its 4th biggest holding. Petredis Investment Advisors LLC's holdings in Microsoft were worth $62,897,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. PMV Capital Advisers LLC grew its holdings in Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock valued at $178,000 after purchasing an additional 20 shares during the period. Guided Capital Wealth Management LLC lifted its position in shares of Microsoft by 0.4% during the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock valued at $2,688,000 after buying an additional 21 shares in the last quarter. Fosun International Ltd lifted its position in shares of Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after buying an additional 23 shares in the last quarter. Birchbrook Inc. lifted its position in shares of Microsoft by 0.4% during the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant's stock valued at $2,375,000 after buying an additional 23 shares in the last quarter. Finally, Gagnon Securities LLC lifted its position in shares of Microsoft by 3.5% during the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock valued at $264,000 after buying an additional 24 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred 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 transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred 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 sale, 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of MSFT stock opened at $517.95 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 firm's 50-day moving average is $512.38 and its two-hundred day moving average is $464.45. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the prior year, the business posted $2.95 earnings per share. The firm'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. Analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have recently commented on MSFT. Mizuho boosted their target price on shares of Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Wall Street Zen cut Microsoft from a "buy" rating to a "hold" rating in a report on Saturday, September 20th. Sanford C. Bernstein lifted their price objective on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Westpark Capital restated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Finally, UBS Group restated a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $614.45.

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.

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