Microsoft Corporation $MSFT Shares Acquired by Barnes Dennig Private Wealth Management LLC

Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,590 shares of the software giant’s stock after purchasing an additional 523 shares during the quarter. Microsoft comprises approximately 2.1% of Barnes Dennig Private Wealth Management LLC’s investment portfolio, making the stock its 15th biggest position. Barnes Dennig Private Wealth Management LLC’s holdings in Microsoft were worth $1,786,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Bulwark Capital Corp purchased a new position in shares of Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC lifted its stake in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter worth $44,000. PayPay Securities Corp grew its stake in shares of 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 buying an additional 29 shares in the last quarter. Finally, Legend Financial Advisors Inc. acquired a new stake in shares of Microsoft in the second quarter valued at $69,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred on 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 sale, the insider owned 461,597 shares of the company’s stock, valued at $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. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research reports. Rothschild Redb lowered Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. TD Cowen increased their price target on shares of Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. UBS Group reissued a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. Cantor Fitzgerald set a $639.00 target price on shares of Microsoft in a research note on Thursday, October 30th. Finally, BMO Capital Markets reduced their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $634.33.

Microsoft Stock Performance

Shares of MSFT stock opened at $492.12 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market cap of $3.66 trillion, a P/E ratio of 35.00, a PEG ratio of 2.36 and a beta of 1.02. The firm has a fifty day moving average price of $509.95 and a 200 day moving average price of $500.26.

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

Microsoft Increases Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 25.89%.

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.