Microsoft Corporation $MSFT Shares Acquired by Trust Co. of Vermont

Key Points

• Trust Co. of Vermont increased its holdings in Microsoft Corporation by 0.7% in the 2nd quarter, now owning 227,728 shares valued at approximately $113.27 million.
• CEO Satya Nadella sold 149,205 shares on September 3rd, decreasing his position by 15.87%, while still retaining 790,852 shares worth around $399.21 million.
• Microsoft announced a quarterly dividend of $0.91, set to be paid on December 11th, reflecting a boost from the previous dividend of $0.83.

Trust Co. of Vermont lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 227,728 shares of the software giant's stock after purchasing an additional 1,682 shares during the quarter. Microsoft comprises 5.3% of Trust Co. of Vermont's holdings, making the stock its 2nd biggest position. Trust Co. of Vermont's holdings in Microsoft were worth $113,274,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. WFA Asset Management Corp raised its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, 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 the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on 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 completion of 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 position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.4%

NASDAQ MSFT opened at $513.58 on Monday. The company has a market cap of $3.82 trillion, a PE ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a 50 day moving average of $511.82 and a 200-day moving average of $477.00.

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

Microsoft Increases Dividend

The business also recently disclosed 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 represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is currently 24.34%.

Analyst Ratings Changes

A number of equities analysts have weighed in on MSFT shares. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research report on Thursday, October 9th. Stifel Nicolaus upped their price target on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. Wells Fargo & Company upped their price target on Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research report on Monday, October 6th. Citigroup upped their price target on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Finally, KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target for the company in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $618.97.

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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