Whittier Trust Co. of Nevada Inc. Buys 5,667 Shares of Microsoft Corporation $MSFT

Whittier Trust Co. of Nevada Inc. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 633,245 shares of the software giant’s stock after acquiring an additional 5,667 shares during the quarter. Microsoft comprises 7.1% of Whittier Trust Co. of Nevada Inc.’s investment portfolio, making the stock its biggest holding. Whittier Trust Co. of Nevada Inc.’s holdings in Microsoft were worth $314,976,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Bulwark Capital Corp purchased a new position in Microsoft during the 2nd quarter worth $32,000. Westend Capital Management LLC boosted its holdings in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. Newton One Investments LLC increased its stake in shares of Microsoft by 66.7% during 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. LSV Asset Management purchased a new position in Microsoft during the fourth quarter worth about $44,000. Finally, PayPay Securities Corp lifted its position in Microsoft by 29.9% in the second quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after purchasing an additional 29 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of analyst reports. UBS Group reissued a “buy” rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday, October 30th. Wells Fargo & Company increased their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Cowen reissued a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Rothschild & Co Redburn reaffirmed a “neutral” rating and set a $500.00 price target (down from $560.00) on shares of Microsoft in a research note on Tuesday. Finally, BNP Paribas Exane increased their price target on shares of Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a report on Monday, November 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $634.33.

Microsoft Stock Down 1.4%

MSFT stock opened at $487.12 on Thursday. 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’s 50 day simple moving average is $514.09 and its 200-day simple moving average is $498.25. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market capitalization of $3.62 trillion, a PE ratio of 34.65, a P/E/G ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion during 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%.The company’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business 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 dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 25.89%.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft 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 completion of the sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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.