Riversedge Advisors LLC Has $4.52 Million Position in Microsoft Corporation $MSFT

Key Points

• Riversedge Advisors LLC increased its holdings in Microsoft by 38.3% during the second quarter, owning a total of 9,093 shares worth approximately $4.52 million.
• Microsoft's latest quarterly earnings reported an EPS of $3.65, exceeding expectations of $3.35, with revenues of $76.44 billion, marking an 18.1% year-over-year growth.
• The company recently announced an increase in its quarterly dividend to $0.91 per share, up from $0.83, with a scheduled payment date of December 11th.

Riversedge Advisors LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 38.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,093 shares of the software giant's stock after buying an additional 2,518 shares during the period. Microsoft accounts for about 0.9% of Riversedge Advisors LLC's portfolio, making the stock its 22nd largest holding. Riversedge Advisors LLC's holdings in Microsoft were worth $4,523,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Bulwark Capital Corp acquired a new position in shares of Microsoft during the 2nd quarter worth about $32,000. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the 4th quarter valued at about $31,000. Newton One Investments LLC grew its stake in Microsoft by 66.7% in 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 during the last quarter. LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at about $44,000. Finally, IFS Advisors LLC grew its stake in Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after buying an additional 50 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Down 0.7%

Shares of NASDAQ MSFT opened at $514.45 on Tuesday. The company has a 50 day simple moving average of $511.94 and a 200 day simple moving average of $459.59. The firm has a market cap of $3.82 trillion, a PE ratio of 37.72, a price-to-earnings-growth ratio of 2.26 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current 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 given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's dividend payout ratio is 24.34%.

Analysts Set New Price Targets

MSFT has been the topic of a number of research reports. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target on the stock in a research note on Thursday, July 31st. Jefferies Financial Group upped their price target on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Sanford C. Bernstein upped their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, DA Davidson upped their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value 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 approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft 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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