Vanguard Personalized Indexing Management LLC Grows Position in Microsoft Corporation $MSFT

Vanguard Personalized Indexing Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 23.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,094,697 shares of the software giant’s stock after purchasing an additional 209,635 shares during the period. Microsoft makes up about 6.1% of Vanguard Personalized Indexing Management LLC’s portfolio, making the stock its 2nd largest holding. Vanguard Personalized Indexing Management LLC’s holdings in Microsoft were worth $544,729,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. Kingstone Capital Partners Texas LLC increased its position in shares of Microsoft by 564,387.1% in 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 purchasing an additional 90,533,328 shares during the period. Northern Trust Corp increased its position in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing 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 Microsoft by 3.8% in the first 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 purchasing an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Microsoft by 9.8% during 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 buying an additional 5,370,546 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, 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 legal filing with the SEC, which can be accessed 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 transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $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. Insiders have sold 192,555 shares of company stock valued at $97,840,842 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on MSFT shares. Evercore ISI set a $640.00 price target on shares of Microsoft in a report on Thursday, October 30th. Rothschild & Co Redburn upped their target price on Microsoft from $550.00 to $560.00 and gave the stock a “buy” rating in a research note on Wednesday, October 22nd. Truist Financial raised their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Raymond James Financial lowered their price target on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Finally, Citigroup raised their price objective on Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Buy” and an average price target of $634.47.

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $496.82 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock’s fifty day simple moving average is $513.88 and its 200 day simple moving average is $491.56. 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 firm has a market capitalization of $3.69 trillion, a P/E ratio of 35.34, a P/E/G ratio of 2.36 and a beta of 1.02.

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

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 25.89%.

Microsoft 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.