Dixon Mitchell Investment Counsel Inc. Has $156.80 Million Stock Position in Microsoft Corporation $MSFT

Dixon Mitchell Investment Counsel Inc. increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 13.7% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 323,967 shares of the software giant’s stock after buying an additional 39,090 shares during the quarter. Microsoft comprises approximately 5.2% of Dixon Mitchell Investment Counsel Inc.’s portfolio, making the stock its 3rd biggest position. Dixon Mitchell Investment Counsel Inc.’s holdings in Microsoft were worth $156,798,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter worth about $36,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in Microsoft in the fourth quarter worth about $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ MSFT opened at $390.74 on Monday. The stock’s 50 day moving average is $411.08 and its 200 day moving average is $428.64. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The stock has a market cap of $2.90 trillion, a PE ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the firm earned $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Wall Street Analyst Weigh In

Several research analysts have issued reports on MSFT shares. HSBC dropped their target price on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. William Blair reissued an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. China Renaissance dropped their target price on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Evercore dropped their target price on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research report on Thursday, April 30th. Finally, Scotiabank lowered their price objective on Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).