Lyell Wealth Management LP Boosts Holdings in Microsoft Corporation $MSFT

Lyell Wealth Management LP grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.0% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 90,100 shares of the software giant’s stock after buying an additional 3,432 shares during the period. Microsoft makes up 3.5% of Lyell Wealth Management LP’s investment portfolio, making the stock its 2nd biggest holding. Lyell Wealth Management LP’s holdings in Microsoft were worth $44,817,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC boosted its stake in Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. Northern Trust Corp increased its holdings in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after buying an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after acquiring an additional 5,370,546 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of MSFT stock opened at $493.79 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.67 trillion, a PE ratio of 35.12, a PEG ratio of 2.36 and a beta of 1.02. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock’s fifty day moving average is $514.35 and its 200-day moving average is $498.33.

Microsoft (NASDAQ:MSFT) last released 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 return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the previous year, the business posted $3.30 earnings per share. The firm’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. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on MSFT shares. HSBC increased their price target on shares of Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. TD Cowen boosted their price target on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Truist Financial upped their price target on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. Cowen reissued a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Finally, Raymond James Financial reduced their target price on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $632.05.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.

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.