Microsoft Corporation $MSFT Shares Acquired by Tiptree Advisors LLC

Tiptree Advisors LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 19.9% in the second quarter, Holdings Channel.com reports. The fund owned 21,100 shares of the software giant’s stock after buying an additional 3,500 shares during the quarter. Microsoft comprises about 8.2% of Tiptree Advisors LLC’s portfolio, making the stock its 4th largest holding. Tiptree Advisors LLC’s holdings in Microsoft were worth $10,495,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brady Martz Wealth Solutions LLC increased its stake in Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC increased its stake in shares of Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after buying an additional 37 shares during the last quarter. Bank Pictet & Cie Europe AG raised its holdings in Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Modern Wealth Management LLC boosted its stake in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares during the last quarter. Finally, Well Done LLC increased its position in shares of Microsoft by 8.9% in the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock worth $4,930,000 after purchasing an additional 814 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction dated 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. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MSFT shares. Arete lifted their target price on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. Robert W. Baird started coverage on shares of Microsoft in a research note on Friday, November 14th. They set an “outperform” rating and a $600.00 target price for the company. Arete Research lifted their price target on shares of Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. The Goldman Sachs Group reiterated a “buy” rating and set a $630.00 price objective on shares of Microsoft in a research note on Tuesday, October 28th. Finally, Rothschild Redb downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $634.33.

Microsoft Stock Down 1.8%

MSFT opened at $478.43 on Friday. The stock’s 50 day moving average price is $513.64 and its 200 day moving average price is $498.12. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market cap of $3.56 trillion, a P/E ratio of 34.03, a P/E/G ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) 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 analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. 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 dividend payout ratio is 25.89%.

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.