Klingman & Associates LLC Acquires 3,793 Shares of Microsoft Corporation $MSFT

Klingman & Associates LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 12.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 34,050 shares of the software giant’s stock after acquiring an additional 3,793 shares during the period. Klingman & Associates LLC’s holdings in Microsoft were worth $16,937,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mills Wealth Advisors LLC increased its holdings in shares of Microsoft by 5.4% in the second quarter. Mills Wealth Advisors LLC now owns 1,031 shares of the software giant’s stock valued at $513,000 after purchasing an additional 53 shares during the last quarter. Phoenix Financial Ltd. grew its stake in Microsoft by 27.1% in the 2nd quarter. Phoenix Financial Ltd. now owns 742,793 shares of the software giant’s stock valued at $369,349,000 after buying an additional 158,226 shares during the last quarter. Berkeley Capital Partners LLC grew its stake in Microsoft by 1.6% in the 2nd quarter. Berkeley Capital Partners LLC now owns 15,146 shares of the software giant’s stock valued at $7,534,000 after buying an additional 232 shares during the last quarter. Avidian Wealth Enterprises LLC raised its holdings in Microsoft by 8.2% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 41,939 shares of the software giant’s stock valued at $20,861,000 after acquiring an additional 3,173 shares during the period. Finally, DekaBank Deutsche Girozentrale lifted its position in Microsoft by 1.3% during the second quarter. DekaBank Deutsche Girozentrale now owns 7,317,273 shares of the software giant’s stock worth $3,651,502,000 after acquiring an additional 95,391 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

MSFT has been the topic of a number of recent research reports. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Mizuho set a $640.00 price objective on Microsoft in a research report on Tuesday, October 28th. UBS Group reissued a “buy” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Rothschild Redb downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $634.33.

Microsoft Trading Down 1.4%

Shares of Microsoft stock opened at $487.12 on Thursday. The company has a quick ratio of 1.35, a current 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 company has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.65, a PEG ratio of 2.36 and a beta of 1.02. The firm’s 50-day moving average price is $514.09 and its two-hundred day moving average price is $498.25.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. On average, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 25.89%.

Insiders Place Their Bets

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated 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 directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’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 sale, 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 SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by 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.