Mirabaud & Cie SA Increases Position in Microsoft Corporation $MSFT

Key Points

• Mirabaud & Cie SA increased its position in Microsoft Corporation by 2.8%, holding 88,884 shares valued at approximately $33.37 million, which now constitutes 11.4% of its portfolio.
• Microsoft reported better-than-expected earnings, with $3.65 EPS exceeding estimates, alongside a significant revenue growth of 18.1% year-over-year, totaling $76.44 billion for the last quarter.
• The company announced a quarterly dividend of $0.83, with the dividend yield at 0.7%, reflecting a payout ratio of 24.34% as of the last reporting period.

Mirabaud & Cie SA lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 88,884 shares of the software giant's stock after purchasing an additional 2,453 shares during the quarter. Microsoft accounts for 11.4% of Mirabaud & Cie SA's portfolio, making the stock its largest position. Mirabaud & Cie SA's holdings in Microsoft were worth $33,366,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC boosted its position in shares of Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after purchasing an additional 95 shares in the last quarter. Strategic Financial Services Inc. increased its position in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after acquiring an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its position in Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after acquiring an additional 1,043 shares in the last quarter. Intellus Advisors LLC bought a new stake in Microsoft in the 4th quarter valued at $16,075,000. Finally, Meridian Wealth Advisors LLC lifted its position in Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after acquiring an additional 2,014 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

MSFT opened at $495.00 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a PEG ratio of 2.22 and a beta of 1.04. 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 business's 50-day simple moving average is $509.93 and its 200 day simple moving average is $450.60.

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. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

Several research firms recently commented on MSFT. Jefferies Financial Group boosted their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. TD Cowen boosted their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Cantor Fitzgerald boosted their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Barclays reaffirmed an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. Finally, Wedbush raised their price target on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value 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 represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently 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.

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