Consolidated Portfolio Review Corp Raises Stock Position in Microsoft Corporation $MSFT

Consolidated Portfolio Review Corp lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 4.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 41,295 shares of the software giant’s stock after purchasing an additional 1,840 shares during the period. Microsoft comprises approximately 2.8% of Consolidated Portfolio Review Corp’s portfolio, making the stock its 2nd biggest holding. Consolidated Portfolio Review Corp’s holdings in Microsoft were worth $20,541,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Newton One Investments LLC lifted its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the period. Bulwark Capital Corp purchased a new position in Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares during the period. LSV Asset Management purchased a new position in Microsoft during the fourth quarter valued at $44,000. Finally, IFS Advisors LLC lifted its position in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on MSFT. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, October 9th. Scotiabank raised their price objective on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Sanford C. Bernstein raised their price objective on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, Melius Research raised their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $618.97.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was 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. The trade was 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 currently owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $513.58 on Monday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business has a fifty day moving average price of $511.82 and a 200-day moving average price of $477.00. The company has a market capitalization of $3.82 trillion, a PE ratio of 37.65, a PEG 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 (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the company earned $2.95 EPS. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued 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 positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 24.34%.

Microsoft 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.