Palogic Value Management L.P. Buys 5,450 Shares of Microsoft Corporation $MSFT

Palogic Value Management L.P. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 34.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,091 shares of the software giant’s stock after acquiring an additional 5,450 shares during the quarter. Microsoft accounts for 1.7% of Palogic Value Management L.P.’s portfolio, making the stock its 12th largest position. Palogic Value Management L.P.’s holdings in Microsoft were worth $7,867,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Capstone Financial Advisors Inc. raised its position in Microsoft by 2.4% in the 2nd quarter. Capstone Financial Advisors Inc. now owns 16,590 shares of the software giant’s stock worth $6,188,000 after purchasing an additional 381 shares during the last quarter. Tortoise Investment Management LLC lifted its holdings in Microsoft by 0.5% during the 2nd quarter. Tortoise Investment Management LLC now owns 9,549 shares of the software giant’s stock worth $3,562,000 after buying an additional 51 shares in the last quarter. Community Bank of Raymore lifted its holdings in Microsoft by 6.1% during the 2nd quarter. Community Bank of Raymore now owns 7,507 shares of the software giant’s stock worth $2,800,000 after buying an additional 430 shares in the last quarter. Cahill Financial Advisors Inc. boosted its position in Microsoft by 1.8% in the 2nd quarter. Cahill Financial Advisors Inc. now owns 11,545 shares of the software giant’s stock valued at $4,306,000 after buying an additional 206 shares during the last quarter. Finally, MCF Advisors LLC boosted its position in Microsoft by 14.7% in the 2nd quarter. MCF Advisors LLC now owns 50,790 shares of the software giant’s stock valued at $18,946,000 after buying an additional 6,494 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In related news, EVP Amy Hood sold 41,674 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This trade represents a 7.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 135,504 shares of company stock valued at $68,138,024 over the last 90 days. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $555.80 on Thursday. The business’s fifty day moving average is $515.34 and its 200-day moving average is $439.42. The company has a quick ratio of 1.21, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market cap of $4.13 trillion, a P/E ratio of 29.01, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $559.15.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. The business had revenue of $92.28 billion during the quarter, compared to analysts’ expectations of $90.62 billion. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The firm’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.13 earnings per share. Equities research analysts forecast that Microsoft Corporation will post 19.86 EPS for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is 19.00%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on MSFT. Bank of America boosted their target price on Microsoft from $500.00 to $600.00 and gave the stock a “buy” rating in a research report on Tuesday, September 1st. UBS Group set a $700.00 price target on Microsoft in a report on Thursday, October 29th. Yorkville Ives started coverage on Microsoft in a report on Monday, October 5th. They issued an “outperform” rating and a $615.00 price target on the stock. Evercore upgraded Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday, October 5th. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of Microsoft in a report on Monday, September 28th. One analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $609.54.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Cloud and AI results supported the rally. Microsoft’s fiscal first-quarter revenue rose 19% year over year to $92.28 billion, beating estimates, while Azure growth accelerated and AI adoption continued to expand. Reports also highlighted a $677 billion commercial backlog as evidence of future demand. Article: MSFT Q1 Earnings Call Highlights Azure Growth and AI Spending
• Positive Sentiment: Broader market strength lifted mega-cap technology shares. Microsoft joined a post-election rebound as investors rotated back into AI leaders; the company also reached a record high during the session. Article: Microsoft Stock Hits Record High as Midterm Results Boost AI Infrastructure Bets
• Positive Sentiment: New analytics tools target AI-assisted shopping. Microsoft added features to Clarity that help merchants track how AI agents interact with websites and apps, extending the company’s offerings for businesses adopting agentic AI. Article: Microsoft Clarity Helps Merchants Welcome AI Shopping Agents
• Neutral Sentiment: Microsoft disclosed a $25 billion senior-notes offering. The debt issuance provides financing flexibility, but also adds borrowing and interest obligations. Article: Microsoft Announces $25 Billion Senior Notes Offering
• Negative Sentiment: AI investment remains a key risk. Analysts and commentary flagged substantial infrastructure spending, possible pressure on free cash flow and margins, and political calls for tighter data-center rules that could constrain future expansion. Article: Microsoft: Don’t Get Too Excited About Its Positive FCF

About Microsoft

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.