SAM Advisors LLC Has $6.27 Million Position in Microsoft Corporation $MSFT

SAM Advisors LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,602 shares of the software giant’s stock after buying an additional 147 shares during the quarter. Microsoft comprises approximately 2.2% of SAM Advisors LLC’s portfolio, making the stock its 8th biggest position. SAM Advisors LLC’s holdings in Microsoft were worth $6,268,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Kingstone Capital Partners Texas LLC grew its holdings in 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 during the period. Nuveen LLC bought a new stake in shares of Microsoft in the 1st quarter worth approximately $18,733,827,000. Northern Trust Corp grew its stake in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Vanguard Group Inc. increased its position in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after buying an additional 7,314,509 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its stake in Microsoft by 14.1% during the first quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock valued at $18,521,349,000 after buying an additional 6,101,005 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $510.18 on Monday. The company has a 50 day moving average price of $514.26 and a 200-day moving average price of $497.34. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $3.79 trillion, a PE ratio of 36.29, a P/E/G 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 (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. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the prior year, the firm earned $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. BMO Capital Markets cut their target price on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Arete Research upped their price target on shares of Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. Wolfe Research set a $675.00 price objective on shares of Microsoft and gave the company an “outperform” rating in a research note on Tuesday, October 28th. Robert W. Baird began coverage on shares of Microsoft in a report on Friday. They issued an “outperform” rating and a $600.00 target price for the company. Finally, Daiwa Capital Markets cut their price target on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $633.59.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the company’s 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 completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

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.