Whitebark Investors LP Has $32.90 Million Stake in Microsoft Corporation $MSFT

Whitebark Investors LP lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 66,139 shares of the software giant’s stock after selling 6,000 shares during the period. Microsoft comprises approximately 20.7% of Whitebark Investors LP’s investment portfolio, making the stock its 2nd biggest holding. Whitebark Investors LP’s holdings in Microsoft were worth $32,898,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of MSFT. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on MSFT shares. Evercore ISI boosted their price target on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a report on Friday, July 25th. Wells Fargo & Company lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock an “overweight” rating in a research report on Monday, October 6th. Royal Bank Of Canada reaffirmed a “buy” rating and issued a $640.00 price objective on shares of Microsoft in a research report on Friday, October 3rd. BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $618.97.

Microsoft Stock Up 0.4%

MSFT stock opened at $513.58 on Monday. The firm’s fifty day simple moving average is $511.82 and its 200-day simple moving average is $477.00. The company has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a price-to-earnings-growth ratio of 2.24 and a beta of 1.03. 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate 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 business’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, 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. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is 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.