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Sullivan Wood Capital Management LLC Takes $352,000 Position in Microsoft Corporation $MSFT

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Key Points

  • Sullivan Wood Capital Management LLC has acquired a new position in Microsoft, purchasing 707 shares valued at approximately $352,000, making it the firm's 16th largest holding.
  • Microsoft's recent quarterly earnings exceeded expectations, with an EPS of $3.65 compared to a consensus estimate of $3.35, reflecting an 18.1% year-over-year revenue growth.
  • The company has announced a dividend increase from $0.83 to $0.91, which will be paid on December 11, and marks a payout ratio of 24.34%.
  • MarketBeat previews top five stocks to own in November.

Sullivan Wood Capital Management LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 707 shares of the software giant's stock, valued at approximately $352,000. Microsoft accounts for 0.7% of Sullivan Wood Capital Management LLC's portfolio, making the stock its 16th largest position.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bulwark Capital Corp acquired a new position in Microsoft during the second quarter worth about $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after buying an additional 58 shares in the last quarter. 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 last quarter. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth $44,000. Finally, Legend Financial Advisors Inc. purchased a new stake in shares of Microsoft in the second quarter valued at about $69,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Shares of MSFT opened at $520.54 on Thursday. The firm has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 38.16, a PEG ratio of 2.25 and a beta of 1.03. The firm's fifty day simple moving average is $511.49 and its 200-day simple moving average is $478.67. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The firm's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a $0.91 dividend. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business'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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale 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 firm's stock in a transaction dated Tuesday, August 12th. The shares were 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 owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Analyst Ratings Changes

MSFT has been the subject of several recent analyst reports. Wedbush reissued an "outperform" rating and set a $625.00 target price on shares of Microsoft in a research note on Wednesday. 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 report on Thursday, July 31st. Wells Fargo & Company increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research note on Monday, October 6th. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research note on Monday, July 28th. Finally, Bank of America increased their price objective on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $617.44.

View Our Latest Research Report on MSFT

Microsoft Profile

(Free Report)

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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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

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