Sigma Planning Corp Has $56.95 Million Position in Microsoft Corporation $MSFT

Key Points

• Sigma Planning Corp increased its stake in Microsoft by 1.6% during Q1, holding 151,701 shares worth approximately $56.95 million.
• Microsoft's recent quarterly earnings reported $3.65 earnings per share, exceeding estimates, and the company's revenue increased by 18.1% year-over-year.
• The firm announced a quarterly dividend of $0.83 per share, reflecting a yield of 0.7% and a payout ratio of 24.34%.

Sigma Planning Corp grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 151,701 shares of the software giant's stock after purchasing an additional 2,425 shares during the period. Microsoft makes up 1.8% of Sigma Planning Corp's portfolio, making the stock its 6th biggest holding. Sigma Planning Corp's holdings in Microsoft were worth $56,947,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Norges Bank acquired a new position in shares of Microsoft in the fourth quarter worth about $44,343,058,000. GAMMA Investing LLC raised its position in Microsoft by 40,290.4% during the first quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant's stock valued at $17,528,950,000 after acquiring an additional 46,579,693 shares in the last quarter. Proficio Capital Partners LLC lifted its stake in Microsoft by 34,643.3% in the fourth quarter. Proficio Capital Partners LLC now owns 16,837,278 shares of the software giant's stock valued at $7,096,913,000 after acquiring an additional 16,788,816 shares during the last quarter. Northern Trust Corp lifted its stake in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. Finally, Vanguard Group Inc. lifted its stake in Microsoft by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock valued at $288,336,224,000 after acquiring an additional 10,431,988 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In related news, 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 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. This represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $506.69 on Friday. The company has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 37.15, a P/E/G ratio of 2.23 and a beta of 1.06. The firm's 50 day simple moving average is $508.77 and its 200 day simple moving average is $447.33. 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 Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be paid a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a 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 Ratings Changes

MSFT has been the topic of a number of recent analyst reports. Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Evercore ISI lifted their price target on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Scotiabank lifted their price target on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research report on Thursday, July 31st. Cantor Fitzgerald lifted their price target 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. Finally, Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

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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