Microsoft Corporation $MSFT Stock Position Lessened by KG&L Capital Management LLC

KG&L Capital Management LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,693 shares of the software giant's stock after selling 3,266 shares during the quarter. Microsoft accounts for about 3.6% of KG&L Capital Management LLC's investment portfolio, making the stock its 7th largest position. KG&L Capital Management LLC's holdings in Microsoft were worth $12,279,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MSFT. Newton One Investments LLC boosted its stake in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the fourth quarter worth about $31,000. Bulwark Capital Corp bought a new position in Microsoft in the second quarter worth about $32,000. Westend Capital Management LLC increased its holdings in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. Finally, LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter valued at about $44,000. Institutional investors own 71.13% of the company's stock.

Analyst Ratings Changes

MSFT has been the topic of several recent research reports. Citigroup upped their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. DA Davidson lifted their price target on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Stifel Nicolaus boosted their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a report on Monday, July 28th. Jefferies Financial Group lifted their target price on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, Evercore ISI boosted their price objective on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated 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 of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following 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. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

Microsoft stock opened at $514.05 on Tuesday. The company has a market cap of $3.82 trillion, a P/E ratio of 37.69, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The business has a fifty day moving average of $512.69 and a two-hundred day moving average of $473.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. 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. Microsoft's dividend payout ratio is currently 24.34%.

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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