Microsoft Corporation $MSFT Shares Purchased by Alecta Tjanstepension Omsesidigt

Key Points

• Alecta Tjanstepension Omsesidigt increased its stake in Microsoft by 1.5%, making it the largest holding in its portfolio, now owning 4,537,200 shares valued at approximately $2.26 billion.
• Microsoft reported $3.65 earnings per share (EPS) for the last quarter, exceeding analysts' expectations and showing an 18.1% increase in revenue year-over-year.
• The company's quarterly dividend will increase to $0.91, reflecting a 10% rise from the previous dividend, with an annual dividend yield of 0.7%.

Alecta Tjanstepension Omsesidigt raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.5% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 4,537,200 shares of the software giant's stock after purchasing an additional 66,000 shares during the period. Microsoft accounts for approximately 10.6% of Alecta Tjanstepension Omsesidigt's portfolio, making the stock its biggest holding. Alecta Tjanstepension Omsesidigt owned approximately 0.06% of Microsoft worth $2,255,578,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Fosun International Ltd increased its holdings in shares of Microsoft by 0.3% in 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 during the last quarter. Birchbrook Inc. grew its holdings in Microsoft by 0.4% in 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. Gagnon Securities LLC grew its holdings in Microsoft by 3.5% in 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. Alliance Wealth Management Group increased its stake in shares of Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after acquiring an additional 25 shares during the last quarter. Finally, Guidance Point Advisors LLC raised its holdings in shares of Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after acquiring an additional 25 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 0.6%

MSFT opened at $507.03 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week 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 business has a fifty day simple moving average of $512.01 and a 200-day simple moving average of $461.15. The firm has a market cap of $3.77 trillion, a P/E ratio of 37.17, a P/E/G ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) 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 firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the company earned $2.95 EPS. Microsoft's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of analyst reports. Bank of America upped their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Westpark Capital reiterated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. BMO Capital Markets increased their price objective on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Raymond James Financial lifted their target price on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the company'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 transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the firm's 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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

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.

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.