Microsoft Corporation $MSFT Stock Holdings Raised by Cromwell Holdings LLC

Key Points

• Cromwell Holdings LLC increased its stake in Microsoft Corporation by 9.0% during the 2nd quarter, owning 20,858 shares valued at approximately $10.37 million, making it the fund's second largest position.
• CEO Satya Nadella sold over 149,205 shares at an average price of $504.78, resulting in a substantial decrease of 15.87% in his position, while the company's quarterly earnings surpassed expectations with an EPS of $3.65.
• Microsoft announced a quarterly dividend increase to $0.91 per share and set a new record date for this payout, demonstrating ongoing financial growth with an annualized yield of 0.7%.

Cromwell Holdings LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,858 shares of the software giant's stock after buying an additional 1,720 shares during the period. Microsoft makes up 6.3% of Cromwell Holdings LLC's portfolio, making the stock its 2nd biggest position. Cromwell Holdings LLC's holdings in Microsoft were worth $10,375,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of MSFT. Newton One Investments LLC grew its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares in the last quarter. Bulwark Capital Corp purchased a new position in Microsoft during the 2nd quarter worth $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after acquiring an additional 58 shares during the period. LSV Asset Management acquired a new position in Microsoft in the 4th quarter worth about $44,000. Finally, IFS Advisors LLC increased its stake in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft 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 transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Stock Up 0.6%

Shares of NASDAQ MSFT opened at $520.54 on Thursday. The firm has a 50 day moving average price of $511.49 and a 200 day moving average price of $478.67. 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 stock has a market cap of $3.87 trillion, a P/E ratio of 38.16, a P/E/G ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

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

Microsoft Increases Dividend

The business also recently announced 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 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 of this dividend is Thursday, November 20th. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Analysts Set New Price Targets

A number of research analysts have commented on MSFT shares. Oppenheimer upped their price target on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Wall Street Zen raised shares of Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, October 11th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday, October 9th. Finally, Jefferies Financial Group lifted their target price on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $617.44.

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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