Verisail Partners LLC Raises Position in Microsoft Corporation $MSFT

Verisail Partners LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 8.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,035 shares of the software giant’s stock after purchasing an additional 165 shares during the period. Microsoft comprises about 0.4% of Verisail Partners LLC’s holdings, making the stock its 15th largest holding. Verisail Partners LLC’s holdings in Microsoft were worth $1,012,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Davidson Investment Advisors boosted its stake in shares of Microsoft by 0.8% in the 2nd quarter. Davidson Investment Advisors now owns 217,232 shares of the software giant’s stock valued at $108,054,000 after buying an additional 1,716 shares during the period. Uptick Partners LLC increased its stake in shares of Microsoft by 24.1% during the second quarter. Uptick Partners LLC now owns 13,727 shares of the software giant’s stock worth $6,828,000 after buying an additional 2,670 shares during the period. Rheos Capital Works Inc. raised its holdings in Microsoft by 11.7% in the second quarter. Rheos Capital Works Inc. now owns 114,300 shares of the software giant’s stock valued at $56,854,000 after acquiring an additional 12,000 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its stake in Microsoft by 9.7% in the second quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 2,485 shares of the software giant’s stock worth $1,236,000 after acquiring an additional 219 shares during the last quarter. Finally, Deroy & Devereaux Private Investment Counsel Inc. grew its holdings in Microsoft by 1.8% during the 2nd quarter. Deroy & Devereaux Private Investment Counsel Inc. now owns 49,849 shares of the software giant’s stock worth $24,795,000 after acquiring an additional 876 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 0.5%

Shares of NASDAQ MSFT opened at $511.14 on Thursday. The business has a 50-day moving average price of $514.05 and a 200 day moving average price of $495.03. The stock has a market cap of $3.80 trillion, a PE ratio of 36.35, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

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

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the company’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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of analyst reports. Truist Financial raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Arete increased their target price on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Bank of America lifted their price target on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. TD Cowen increased their price objective on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Finally, Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $634.47.

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.