TCV Trust & Wealth Management Inc. Has $58.24 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• TCV Trust & Wealth Management Inc. reduced its stake in Microsoft by 1.3%, holding 117,086 shares valued at $58.24 million, making it the fund's second largest position.
• Norges Bank made a significant investment in Microsoft worth $44.34 billion, contributing to a total of 71.13% of Microsoft stock owned by institutional investors.
• Microsoft recently announced an increase in its quarterly dividend to $0.91 per share, boosting the annualized yield to 0.7%.

TCV Trust & Wealth Management Inc. cut its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 117,086 shares of the software giant's stock after selling 1,564 shares during the quarter. Microsoft makes up about 5.1% of TCV Trust & Wealth Management Inc.'s holdings, making the stock its 2nd biggest position. TCV Trust & Wealth Management Inc.'s holdings in Microsoft were worth $58,240,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Norges Bank bought a new position in Microsoft during the fourth quarter worth $44,343,058,000. Kingstone Capital Partners Texas LLC increased its holdings in shares of Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Nuveen LLC bought a new position in shares of Microsoft during the 1st quarter worth about $18,733,827,000. GAMMA Investing LLC lifted its stake in shares of Microsoft by 40,290.4% in 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 buying an additional 46,579,693 shares during the period. Finally, Northern Trust Corp grew its position in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after buying an additional 11,600,470 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Jefferies Financial Group upped their price target on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Cantor Fitzgerald upped their target price on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Stifel Nicolaus raised their target price on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. Mizuho boosted their price target on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Finally, Oppenheimer lifted their target price on shares of Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $614.45.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the firm's 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 completion of the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction 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 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 position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.9%

NASDAQ MSFT opened at $511.46 on Monday. The stock's 50 day simple moving average is $512.03 and its 200 day simple moving average is $463.19. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The firm has a market cap of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. 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 posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the firm earned $2.95 earnings per share. The business's revenue 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 fiscal year.

Microsoft Increases Dividend

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

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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