Sunpointe LLC Has $7.57 Million Position in Microsoft Corporation $MSFT

Key Points

• Sunpointe LLC increased its stake in Microsoft Corporation by 19.3% in Q2, holding a total of 15,226 shares valued at approximately $7.57 million.
• Microsoft reported $3.65 EPS for the last quarter, exceeding analysts' expectations, and noted an 18.1% year-over-year revenue growth to $76.44 billion.
• The company raised its quarterly dividend to $0.91, marking an increase from the previous $0.83, with a scheduled payment date of December 11th.

Sunpointe LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,226 shares of the software giant's stock after acquiring an additional 2,467 shares during the quarter. Microsoft accounts for 3.0% of Sunpointe LLC's portfolio, making the stock its 5th largest position. Sunpointe LLC's holdings in Microsoft were worth $7,573,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC lifted its holdings in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after acquiring an additional 95 shares during the last quarter. Real Talk Capital LLC lifted its holdings in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock worth $860,000 after acquiring an additional 37 shares during the last quarter. Modern Wealth Management LLC lifted its holdings in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock worth $54,376,000 after acquiring an additional 40,860 shares during the last quarter. Elevate Wealth Advisory Inc. lifted its holdings in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after acquiring an additional 1,043 shares during the last quarter. Finally, Bridgeway Capital Management LLC lifted its holdings in shares of Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock worth $32,463,000 after acquiring an additional 6,617 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.2%

NASDAQ MSFT opened at $510.15 on Thursday. 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 company has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.40, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. The company's 50-day simple moving average is $512.10 and its two-hundred day simple moving average is $460.28. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.95 EPS. 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 company 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is presently 24.34%.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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 transaction 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. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

MSFT has been the topic of several recent analyst reports. Piper Sandler raised their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Mizuho upped their target price on shares of Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Loop Capital upped their target price on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Truist Financial upped their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research note on Monday, August 18th. Finally, KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price on the stock in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Company 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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