Union Bancaire Privee UBP SA Has $377.89 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Union Bancaire Privee UBP SA reduced its Microsoft position by 0.8% in the second quarter, selling 8,452 shares. It still held 1.01 million shares worth approximately $377.9 million, representing 4.7% of its portfolio.
• Microsoft exceeded quarterly expectations, reporting $4.74 in EPS and $90.01 billion in revenue, with revenue up 17.7% year over year. The company also declared a quarterly dividend of $0.91 per share, equivalent to a 0.7% yield.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $564.27 price target. However, insiders sold more than 105,000 shares worth $52.5 million over the past 90 days.

Union Bancaire Privee UBP SA reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,013,051 shares of the software giant's stock after selling 8,452 shares during the period. Microsoft comprises approximately 4.7% of Union Bancaire Privee UBP SA's holdings, making the stock its 4th largest holding. Union Bancaire Privee UBP SA's holdings in Microsoft were worth $377,888,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new position in Microsoft in the fourth quarter worth about $34,000. Frankly Finances LLC acquired a new position in Microsoft in the second quarter valued at approximately $35,000. Timmons Wealth Management LLC acquired a new position in Microsoft in the fourth quarter valued at approximately $36,000. Finally, Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's 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 transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 105,835 shares of company stock valued at $52,468,575. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

MSFT stock opened at $499.70 on Tuesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.82, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. The firm's 50-day moving average is $447.15 and its two-hundred day moving average is $416.63. 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 posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period last year, the firm posted $3.65 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. On average, analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly crossed a significant revenue milestone, while its large backlog points to continued demand for cloud and AI services. This is strengthening the long-term bull case and fueling speculation that the stock could approach $600. Microsoft Stock Is Building a Trillion-Dollar AI Opportunity
• Positive Sentiment: Microsoft and Nvidia are described as major beneficiaries of a potential $7 trillion AI infrastructure buildout. Rising data-center construction and demand for computing capacity could support sustained growth across Azure, software, and AI products. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Positive Sentiment: Investment commentary continues to favor Microsoft as a long-term holding because of its diversified software ecosystem, recurring revenue, cloud position, and favorable earnings outlook. Its latest reported quarter also showed revenue growth and earnings well above expectations. Why Microsoft Is a Top Stock for the Long-Term
• Positive Sentiment: Microsoft’s partnerships and investments in Gulf data-center infrastructure highlight its efforts to expand global AI capacity. Separately, company representatives said AI could create new employment opportunities rather than only eliminate jobs, supporting broader adoption narratives. Microsoft and Schneider Electric Bet Big on the Gulf
• Neutral Sentiment: Analysts are focused on a key cash-flow line item, likely reflecting the impact of elevated AI-related capital expenditures. Strong investment may expand future growth but could constrain free cash flow and delay a breakout to a new high. Microsoft Is Close to a New All-Time High
• Negative Sentiment: Microsoft’s next-generation Xbox, Project Helix, could face a pricing challenge if advanced hardware pushes the console toward $1,000. A high price could limit adoption and pressure the gaming business, although Microsoft is considering affordability measures. Microsoft Has a $1,000 Problem With Its Next Xbox
• Negative Sentiment: Recent Outlook and Exchange Online outages, alongside a separate ChatGPT Work disruption, raise concerns about reliability for Microsoft’s productivity and cloud services. The incidents have not materially undermined reported results but remain a reputational and retention risk. Microsoft’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MSFT. Piper Sandler raised their price target on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. Tigress Financial upped their price objective on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Phillip Securities lowered Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Truist Financial reiterated a "buy" rating and issued a $575.00 target price on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Weiss Ratings raised shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $564.27.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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