Microsoft Corporation $MSFT is Lakeshore Financial Planning Inc.’s 7th Largest Position

Lakeshore Financial Planning Inc. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 21,933 shares of the software giant’s stock after selling 251 shares during the period. Microsoft comprises about 4.4% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 7th biggest position. Lakeshore Financial Planning Inc.’s holdings in Microsoft were worth $10,910,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. PMV Capital Advisers LLC increased its stake in shares of Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC boosted its holdings in Microsoft by 0.4% in the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock worth $2,688,000 after buying an additional 21 shares during the last quarter. Birchbrook Inc. boosted its holdings in Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after buying an additional 23 shares during the last quarter. Fosun International Ltd boosted 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 during the last quarter. Finally, Gagnon Securities LLC boosted its holdings in shares of Microsoft by 3.5% during the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock worth $264,000 after purchasing an additional 24 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.8%

Microsoft stock opened at $515.74 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock’s fifty day simple moving average is $512.75 and its 200-day simple moving average is $465.70. 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 firm has a market capitalization of $3.83 trillion, a P/E ratio of 37.81, a P/E/G ratio of 2.26 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the company earned $2.95 earnings per share. The company’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced 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 annualized dividend and a yield of 0.7%. This is a boost 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 24.34%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction 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. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on MSFT shares. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, September 20th. Sanford C. Bernstein upped their price objective on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Piper Sandler upped their price objective on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Finally, Oppenheimer upped their price objective on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $617.63.

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.