Microsoft Corporation $MSFT is Pines Wealth Management LLC’s 2nd Largest Position

Pines Wealth Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.7% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,403 shares of the software giant’s stock after buying an additional 1,608 shares during the quarter. Microsoft accounts for 4.0% of Pines Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. Pines Wealth Management LLC’s holdings in Microsoft were worth $11,175,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Fosun International Ltd grew its stake in Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after acquiring an additional 23 shares during the last quarter. Birchbrook Inc. grew its stake in Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after acquiring an additional 23 shares during the last quarter. Gagnon Securities LLC grew its stake in Microsoft by 3.5% in the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock valued at $264,000 after acquiring an additional 24 shares during the last quarter. Alliance Wealth Management Group grew its stake in Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after acquiring an additional 25 shares during the last quarter. Finally, Guidance Point Advisors LLC grew its stake in Microsoft by 0.6% in the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after acquiring an additional 25 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.2%

MSFT opened at $510.15 on Thursday. The firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.40, a P/E/G ratio of 2.22 and a beta of 1.04. The firm’s 50 day moving average is $512.10 and its 200-day moving average is $460.28. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. 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 posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the firm posted $2.95 earnings per share. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 24.34%.

Analyst Ratings Changes

Several research firms have issued reports on MSFT. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a research note on Thursday, July 31st. Bank of America raised their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Oppenheimer raised their price target on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Loop Capital raised their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Finally, Mizuho raised their price target on shares of Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $612.54.

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.