Microsoft Corporation $MSFT Stock Holdings Raised by NewEdge Advisors LLC

Key Points

• NewEdge Advisors increased its Microsoft stake by 5.6% in the second quarter, adding 88,531 shares for a total holding of 1.66 million shares, valued at about $619.7 million.
• Microsoft reported quarterly EPS of $4.89, beating analysts’ $4.72 estimate, while revenue rose 18.8% year over year to $92.28 billion.
• Microsoft raised its quarterly dividend from $0.91 to $0.98 per share. Analysts’ consensus rating was “Moderate Buy,” with an average price target of $609.54.

NewEdge Advisors LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,661,376 shares of the software giant's stock after purchasing an additional 88,531 shares during the period. Microsoft accounts for 1.8% of NewEdge Advisors LLC's holdings, making the stock its 5th biggest holding. NewEdge Advisors LLC's holdings in Microsoft were worth $619,725,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Montgomery Financial Services LLC purchased a new stake in shares of Microsoft in the second quarter worth approximately $26,000. Frankly Finances LLC purchased a new stake in shares of Microsoft in the second quarter valued at about $35,000. Bard Associates Inc. purchased a new stake in shares of Microsoft in the second quarter valued at about $37,000. PMV Capital Advisers LLC purchased a new stake in shares of Microsoft in the second quarter valued at about $38,000. Finally, Fiduciary Advisors Inc. lifted its position in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after purchasing an additional 34 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Up 2.7%

Shares of MSFT stock opened at $520.99 on Wednesday. The company has a 50 day moving average of $514.06 and a 200-day moving average of $438.92. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15. The firm has a market cap of $3.87 trillion, a P/E ratio of 27.19, a PEG ratio of 1.56 and a beta of 1.05. The company has a quick ratio of 1.21, a current ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.72 by $0.17. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The business had revenue of $92.28 billion during the quarter, compared to the consensus estimate of $90.62 billion. During the same period last year, the business posted $4.13 earnings per share. The business's revenue for the quarter was up 18.8% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 19.86 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 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.8%. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is currently 19.00%.

Insider Transactions at Microsoft

In other news, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the transaction, the executive vice president owned 533,624 shares in the company, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 135,504 shares of company stock valued at $68,138,024 in the last quarter. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on MSFT. Citizens Jmp boosted their price target on shares of Microsoft from $550.00 to $625.00 and gave the stock a "market outperform" rating in a report on Thursday, October 29th. JPMorgan Chase & Co. reiterated a "buy" rating on shares of Microsoft in a research note on Monday, September 28th. CLSA reiterated an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, October 29th. Finally, Scotiabank increased their price target on Microsoft from $625.00 to $650.00 and gave the company a "sector outperform" rating in a research report on Thursday, October 29th. One analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $609.54.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure’s reported 48% growth helped lift Microsoft amid an AI-related tech rebound. Commentary also points to AI demand exceeding available capacity and argues Microsoft can fund its expansion from strong cash flow—an advantage as investors scrutinize rivals’ borrowing and spending. Article: What's Going on with Microsoft Stock on Tuesday? Article: Why Microsoft Was Rewarded for Spending Less on AI
• Positive Sentiment: Microsoft’s AI tools may reach a broader base of PC users: the company says AI can run on a computer with 8GB of memory, potentially supporting adoption of Copilot and related services. Article: AI on an 8GB PC? Yes, Says Microsoft
• Neutral Sentiment: Xbox’s reveal of a new Elder Scrolls title drew attention to Microsoft’s gaming business, but the article provides no indication of near-term financial impact. Article: Microsoft Stock Rises After The Elder Scrolls VI: Sentinel Reveal
• Negative Sentiment: A Seeking Alpha contributor downgraded Microsoft, arguing that the easiest gains may be behind the stock—an assessment that could temper expectations after its recent strength. Article: Microsoft: The Easy Gains Are Already Over (Downgrade)
• Negative Sentiment: Microsoft’s reported $45.2 billion in quarterly capital spending, largely for AI, underscores the risk that infrastructure costs could weigh on cash flow before returns fully materialize. Reports of buyouts offered to roughly 60,000 employees may also prompt questions about workforce changes. Article: 5 questions to ask if your boss offers you a buyout

Microsoft Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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