Hamilton Point Investment Advisors LLC Lowers Stake in Microsoft Corporation $MSFT

Hamilton Point Investment Advisors LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 53,209 shares of the software giant’s stock after selling 1,942 shares during the quarter. Microsoft makes up about 4.4% of Hamilton Point Investment Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Hamilton Point Investment Advisors LLC’s holdings in Microsoft were worth $26,467,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. PMV Capital Advisers LLC lifted its position in Microsoft by 5.9% during the second 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. Seek First Inc. raised its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares during the period. Level Financial Advisors lifted its position in shares of Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after buying an additional 20 shares in the last quarter. Red Mountain Financial LLC grew its stake in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after acquiring an additional 20 shares during the period. Finally, Onyx Financial Advisors LLC increased its holdings in Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after acquiring an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on MSFT shares. Guggenheim upgraded shares of Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price target for the company in a research report on Monday, October 27th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $630.00 target price on shares of Microsoft in a report on Tuesday, October 28th. BNP Paribas Exane increased their price target on Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a research note on Monday, November 3rd. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. Finally, Evercore ISI set a $640.00 price objective on Microsoft in a research note on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $634.47.

Microsoft Trading Up 0.5%

Shares of Microsoft stock opened at $508.68 on Wednesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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. The business has a 50-day moving average price of $513.93 and a 200-day moving average price of $494.92. The firm has a market cap of $3.78 trillion, a price-to-earnings ratio of 36.18, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same period in the prior year, the company earned $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal 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 given a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Insiders Place Their Bets

In other news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The shares were 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. The trade was a 15.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

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.