Haverford Financial Services Inc. Has $26.54 Million Position in Microsoft Corporation $MSFT

Haverford Financial Services Inc. lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,362 shares of the software giant’s stock after selling 1,444 shares during the quarter. Microsoft accounts for about 7.9% of Haverford Financial Services Inc.’s portfolio, making the stock its largest position. Haverford Financial Services Inc.’s holdings in Microsoft were worth $26,543,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Bulwark Capital Corp purchased a new stake in shares of Microsoft during the second quarter valued at $32,000. Westend Capital Management LLC boosted its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the period. LSV Asset Management purchased a new stake in shares of Microsoft during the fourth quarter valued at $44,000. Finally, PayPay Securities Corp boosted its stake in shares of Microsoft by 29.9% during the second quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after purchasing an additional 29 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated 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 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 transaction of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on the company. TD Cowen lifted their price objective on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. DA Davidson set a $650.00 price target on shares of Microsoft in a research report on Thursday. Citigroup upped their price target on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Arete Research upped their price target on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of “Buy” and a consensus target price of $634.67.

Microsoft Trading Down 0.2%

Shares of Microsoft stock opened at $517.03 on Tuesday. 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. The firm has a market capitalization of $3.84 trillion, a price-to-earnings ratio of 36.77, a PEG ratio of 2.36 and a beta of 1.03. The firm’s 50 day simple moving average is $514.07 and its two-hundred day simple moving average is $489.41.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 net margin of 35.71% and a return on equity of 33.47%. The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same quarter in the prior year, the business posted $3.30 EPS. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 25.89%.

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.