VestGen Investment Management Reduces Position in Microsoft Corporation $MSFT

VestGen Investment Management decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 45.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,466 shares of the software giant’s stock after selling 2,087 shares during the quarter. Microsoft comprises 0.9% of VestGen Investment Management’s holdings, making the stock its 26th biggest position. VestGen Investment Management’s holdings in Microsoft were worth $1,227,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Real Talk Capital LLC lifted its position in shares of Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after buying an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG raised its position in Microsoft by 3.8% during the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after acquiring an additional 33,382 shares during the period. Modern Wealth Management LLC lifted its holdings in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Well Done LLC grew its position in shares of Microsoft by 8.9% in the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the period. Finally, Lantz Financial LLC increased its stake in shares of Microsoft by 2.5% during the second quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock worth $12,042,000 after purchasing an additional 580 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

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

Analyst Ratings Changes

A number of research analysts recently weighed in on MSFT shares. Baird R W raised shares of Microsoft to a “strong-buy” rating in a research note on Friday, November 14th. Arete raised their target price on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $630.00 price target on shares of Microsoft in a research note on Tuesday, October 28th. Wedbush reissued an “outperform” rating and issued a $625.00 price objective on shares of Microsoft in a research note on Wednesday, October 22nd. Finally, Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $634.33.

Microsoft Price Performance

Microsoft stock opened at $485.50 on Thursday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a 50-day moving average price of $510.92 and a 200 day moving average price of $499.71. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market cap of $3.61 trillion, a P/E ratio of 34.53, a PEG ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Sell-side analysts anticipate 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 dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s 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.