Lorne Steinberg Wealth Management Inc. Decreases Position in Microsoft Corporation $MSFT

Lorne Steinberg Wealth Management Inc. lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 0.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,504 shares of the software giant’s stock after selling 140 shares during the period. Microsoft accounts for 3.7% of Lorne Steinberg Wealth Management Inc.’s portfolio, making the stock its 2nd largest holding. Lorne Steinberg Wealth Management Inc.’s holdings in Microsoft were worth $14,178,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings 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 worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its position in Microsoft by 564,387.1% during the 2nd 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 grew its holdings in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in 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 acquiring an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Microsoft by 9.8% in the fourth 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 last quarter. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on MSFT shares. The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price target on shares of Microsoft in a research note on Tuesday, October 28th. UBS Group reiterated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Arete raised their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Finally, JPMorgan Chase & Co. boosted their price objective on Microsoft from $565.00 to $575.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $632.05.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Down 2.7%

NASDAQ:MSFT opened at $493.79 on Wednesday. The business’s 50-day moving average price is $514.35 and its two-hundred day moving average price is $498.33. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $3.67 trillion, a price-to-earnings ratio of 35.12, a PEG ratio of 2.36 and a beta of 1.02. 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 (NASDAQ:MSFT) last issued its quarterly earnings data 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 firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter in the previous year, the company earned $3.30 earnings per share. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm 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 $0.91 dividend. 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. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is presently 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.