Microsoft Corporation $MSFT Stock Holdings Lifted by Bordeaux Wealth Advisors LLC

Bordeaux Wealth Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 59,497 shares of the software giant’s stock after purchasing an additional 1,633 shares during the quarter. Microsoft makes up approximately 3.8% of Bordeaux Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Bordeaux Wealth Advisors LLC’s holdings in Microsoft were worth $29,595,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC grew its holdings in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. Northern Trust Corp increased its stake in 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 acquiring an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after acquiring an additional 5,370,546 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 1.1%

Shares of NASDAQ MSFT opened at $486.74 on Tuesday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.62, a PEG ratio of 2.36 and a beta of 1.02. The business’s 50 day moving average price is $509.39 and its 200-day moving average price is $500.83.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $75.49 billion. During the same quarter in the previous year, the business earned $3.30 EPS. Microsoft’s revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current 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 issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis 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 (DPR) is 25.89%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on MSFT shares. Wedbush restated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a research report on Wednesday, October 22nd. Cowen restated a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. Citigroup lifted their price target on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Wall Street Zen downgraded Microsoft from a “buy” rating to a “hold” rating in a research report on Friday. Finally, Sanford C. Bernstein lifted their target price on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $634.33.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction dated Wednesday, September 3rd. The shares were 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 directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the firm’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 transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

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.