Charter Oak Capital Management LLC Boosts Position in Microsoft Corporation $MSFT

Charter Oak Capital Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 10,639 shares of the software giant’s stock after purchasing an additional 439 shares during the period. Microsoft comprises 0.4% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its 21st largest position. Charter Oak Capital Management LLC’s holdings in Microsoft were worth $5,292,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of MSFT. WFA Asset Management Corp boosted its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $511.46 on Friday. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. The stock’s 50 day simple moving average is $512.03 and its 200 day simple moving average is $462.60.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the previous year, the business posted $2.95 earnings per share. Microsoft’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 24.34%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on MSFT shares. Barclays reiterated an “overweight” rating and issued a $625.00 price target on shares of Microsoft in a report on Friday, August 29th. Bank of America boosted their price target on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a report on Thursday, July 31st. Citigroup raised their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research note on Tuesday, July 22nd. Finally, DA Davidson upped their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $614.45.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

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.