Microsoft Corporation $MSFT Shares Purchased by Carderock Capital Management Inc.

Key Points

• Carderock Capital Management Inc. increased its stake in Microsoft by 2.7% in Q2, making it the firm's second largest position with a total value of approximately $12.17 million.
• Microsoft announced a quarterly dividend of $0.91 per share, representing a 10% increase from the previous quarter, payable on December 11th to shareholders of record as of November 20th.
• Multiple analysts have raised their target prices for Microsoft, with the consensus currently at around $614.45, reflecting a strong outlook for the company's performance.

Carderock Capital Management Inc. lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,469 shares of the software giant's stock after purchasing an additional 651 shares during the quarter. Microsoft accounts for about 3.1% of Carderock Capital Management Inc.'s portfolio, making the stock its 2nd biggest position. Carderock Capital Management Inc.'s holdings in Microsoft were worth $12,171,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted 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 acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its position in Microsoft by 1.2% during 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 last quarter. Finally, Eagle Capital Management LLC grew its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction 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 in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.9%

Shares of MSFT opened at $511.46 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $3.80 trillion, a price-to-earnings ratio of 37.50, a PEG ratio of 2.23 and a beta of 1.04. The stock has a fifty day moving average price of $512.03 and a two-hundred day moving average price of $462.60.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Evercore ISI increased their target price on Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. UBS Group reissued a "buy" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Raymond James Financial boosted their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. Royal Bank Of Canada boosted their price target on shares of Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Finally, Truist Financial increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research note on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $614.45.

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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