Microsoft Corporation $MSFT Shares Bought by CHICAGO TRUST Co NA

Key Points

• CHICAGO TRUST Co NA increased its stake in Microsoft by 12.1% in Q2, making Microsoft its largest holding valued at approximately $38 million.
• CEO Satya Nadella recently sold over 149,000 shares of Microsoft, resulting in a notable 15.87% decrease in his ownership position.
• Microsoft's quarterly dividend was raised from $0.83 to $0.91, with an annual yield of 0.7%, reflecting a positive trend in its financial management.

CHICAGO TRUST Co NA boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,359 shares of the software giant's stock after purchasing an additional 8,256 shares during the period. Microsoft comprises approximately 5.3% of CHICAGO TRUST Co NA's investment portfolio, making the stock its biggest holding. CHICAGO TRUST Co NA's holdings in Microsoft were worth $37,982,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Opal Wealth Advisors LLC lifted its position in Microsoft by 10.0% during the second quarter. Opal Wealth Advisors LLC now owns 10,044 shares of the software giant's stock valued at $4,996,000 after purchasing an additional 913 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. lifted its position in Microsoft by 4.7% during the second quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 13,032 shares of the software giant's stock valued at $6,482,000 after purchasing an additional 585 shares during the period. MFA Wealth Advisors LLC lifted its position in Microsoft by 281.8% during the second quarter. MFA Wealth Advisors LLC now owns 11,016 shares of the software giant's stock valued at $5,479,000 after purchasing an additional 8,131 shares during the period. Gries Financial LLC lifted its position in Microsoft by 7.3% during the second quarter. Gries Financial LLC now owns 22,186 shares of the software giant's stock valued at $11,035,000 after purchasing an additional 1,519 shares during the period. Finally, Baring Financial LLC raised its position in shares of Microsoft by 18.7% in the second quarter. Baring Financial LLC now owns 9,335 shares of the software giant's stock worth $4,643,000 after acquiring an additional 1,469 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 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 that occurred on Tuesday, August 12th. The shares were 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 directly owned 39,111 shares of the company's stock, 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. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Up 0.3%

MSFT stock opened at $517.35 on Friday. The company has a market cap of $3.85 trillion, a price-to-earnings ratio of 37.93, a PEG ratio of 2.25 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 firm has a 50-day moving average of $512.83 and a two-hundred day moving average of $466.63.

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 analysts' consensus estimates 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 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 prior year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Barclays reiterated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. Melius Research upped their price objective on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Royal Bank Of Canada reiterated a "buy" rating and issued a $640.00 price objective on shares of Microsoft in a research report on Friday. Evercore ISI upped their price objective on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Finally, Wedbush upped their price objective on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $617.63.

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.

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