CV Advisors LLC Raises Stake in Microsoft Corporation $MSFT

CV Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 35,716 shares of the software giant’s stock after buying an additional 443 shares during the quarter. Microsoft makes up about 5.5% of CV Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. CV Advisors LLC’s holdings in Microsoft were worth $17,766,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC increased its stake in shares of Microsoft by 564,387.1% in the second 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 in the last quarter. Northern Trust Corp raised its holdings in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Microsoft by 9.8% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after buying an additional 5,370,546 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Wells Fargo & Company boosted their target price on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. Cantor Fitzgerald set a $639.00 target price on Microsoft in a research report on Thursday, October 30th. Evercore ISI set a $640.00 target price on shares of Microsoft in a report on Thursday, October 30th. Finally, Guggenheim upgraded shares of Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price target on the stock in a research report on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $634.47.

Microsoft Stock Down 0.1%

Shares of NASDAQ MSFT opened at $496.82 on Friday. The firm has a 50-day simple moving average of $513.88 and a two-hundred day simple moving average of $491.56. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a market cap of $3.69 trillion, a P/E ratio of 35.34, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is currently 25.89%.

Insider Transactions at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 192,555 shares of company stock valued at $97,840,842. 0.03% of the stock is currently owned by corporate insiders.

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.