Summitry LLC Increases Stock Position in Microsoft Corporation $MSFT

Key Points

• Summitry LLC increased its Microsoft stake by 3.4% in the second quarter, bringing its holdings to 221,816 shares valued at approximately $82.7 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst estimates, with revenue up 17.7% year over year. The company also raised its quarterly dividend from $0.91 to $0.98 per share.
• Wall Street remains broadly bullish, with 42 Buy ratings and five Holds and a consensus price target of $564.27. However, company insiders sold approximately $71.4 million of stock over the last quarter.

Summitry LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 221,816 shares of the software giant's stock after acquiring an additional 7,354 shares during the period. Microsoft accounts for about 2.7% of Summitry LLC's portfolio, making the stock its 9th biggest position. Summitry LLC's holdings in Microsoft were worth $82,742,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. Frankly Finances LLC acquired a new stake in Microsoft in the second quarter valued at about $35,000. MidAtlantic Capital Management Inc. bought a new position in shares of Microsoft during the fourth quarter valued at $59,000. Lifetime Wealth Management P.C. acquired a new position in Microsoft during the 4th quarter worth about $101,000. Ramsey Quantitative Systems acquired a new stake in Microsoft during the 2nd quarter valued at approximately $112,000. Finally, Midwest Capital Advisors LLC lifted its holdings in Microsoft by 16.6% in the first quarter. Midwest Capital Advisors LLC now owns 422 shares of the software giant's stock valued at $156,000 after buying an additional 60 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Down 1.4%

Shares of Microsoft stock opened at $490.30 on Thursday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market cap of $3.64 trillion, a P/E ratio of 27.30, a PEG ratio of 1.60 and a beta of 1.11. The company's fifty day simple moving average is $462.53 and its two-hundred day simple moving average is $421.53. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 earnings per share. Research analysts anticipate that Microsoft Corporation will post 19.61 EPS for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.8%. Microsoft's payout ratio is presently 20.27%.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Sanford C. Bernstein set a $660.00 price target on Microsoft in a research note on Monday, August 10th. Barclays decreased their price objective on Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. KeyCorp reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, September 3rd. Finally, Piper Sandler increased their target price on shares of Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a research report on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Dividend raised 8%: Microsoft increased its quarterly payout from $0.91 to $0.98 per share, payable December 10 to shareholders of record November 19. The increase signals confidence in cash generation and brings the annualized yield to approximately 0.8%, while the payout ratio remains near 20%. Microsoft announces quarterly dividend increase
• Positive Sentiment: Azure momentum remains a key catalyst: Azure revenue growth accelerated to 43% year over year in the latest quarter, with management expecting another acceleration. Azure has also surpassed $100 billion in annual sales, reinforcing the investment case for Microsoft’s cloud and agentic-AI strategy. Microsoft Azure agentic AI growth
• Positive Sentiment: Enterprise AI ecosystem is expanding: Dun & Bradstreet is integrating its commercial data graph with Microsoft Copilot Studio and Dynamics 365 agents, potentially supporting broader enterprise adoption of Microsoft’s AI tools. Dun and Bradstreet Microsoft Copilot integration
• Neutral Sentiment: Upcoming product and reporting updates: Microsoft’s October 7 Windows and Surface event could provide a hardware and on-device AI catalyst. Separately, plans to disclose Azure revenue should give investors greater visibility into whether AI spending is translating into sales. Microsoft Windows and Surface event
• Negative Sentiment: AI spending is the main overhang: Microsoft is reportedly targeting roughly 38 gigawatts of data-center capacity by 2032, while capital expenditures are already elevated and expected to rise again. Investors are concerned that returns from AI infrastructure may take time to materialize. Microsoft AI spending analysis
• Negative Sentiment: AI execution concerns persist: Federal agencies can begin contracting for Microsoft’s new AI government tier on October 1, but some features may not be available immediately. The gap between commitments and delivery could slow adoption or raise questions about execution. Microsoft government AI tier
• Negative Sentiment: Insider selling adds a modest headwind: EVP Amy Hood sold 41,674 shares worth approximately $20.8 million under a pre-arranged Rule 10b5-1 plan. Because the transaction was scheduled in advance, it is not necessarily a bearish signal, but it may weigh marginally on sentiment.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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