Cheviot Value Management LLC Acquires 6,543 Shares of Microsoft Corporation $MSFT

Cheviot Value Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 12.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 59,054 shares of the software giant’s stock after purchasing an additional 6,543 shares during the quarter. Microsoft makes up approximately 2.7% of Cheviot Value Management LLC’s portfolio, making the stock its 11th biggest position. Cheviot Value Management LLC’s holdings in Microsoft were worth $22,168,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Fosun International Ltd increased its holdings in Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after buying an additional 23 shares in the last quarter. Alliance Wealth Management Group increased its holdings in Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock worth $2,368,000 after buying an additional 25 shares in the last quarter. Guidance Point Advisors LLC increased its holdings in Microsoft by 0.6% in the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock worth $1,811,000 after buying an additional 25 shares in the last quarter. Orin Green Financial LLC increased its holdings in Microsoft by 1.2% in the 1st quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant’s stock worth $767,000 after buying an additional 25 shares in the last quarter. Finally, Life Planning Partners Inc increased its holdings in Microsoft by 5.1% in the 4th quarter. Life Planning Partners Inc now owns 540 shares of the software giant’s stock worth $228,000 after buying an additional 26 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The stock was 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 disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Down 2.6%

Shares of NASDAQ:MSFT opened at $495.00 on Friday. The stock has a 50 day moving average of $509.93 and a 200 day moving average of $450.60. The company has a market cap of $3.68 trillion, a PE ratio of 36.29, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the company posted $2.95 EPS. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be paid a $0.83 dividend. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft’s dividend payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. UBS Group restated a “buy” rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. Bank of America boosted their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Raymond James Financial boosted their price target on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. Finally, Stifel Nicolaus boosted their price target on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $612.54.

About Microsoft

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.