Whittier Trust Co. Has $475.86 Million Position in Microsoft Corporation $MSFT

Whittier Trust Co. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 956,699 shares of the software giant’s stock after acquiring an additional 45,204 shares during the period. Microsoft comprises approximately 5.7% of Whittier Trust Co.’s portfolio, making the stock its 2nd biggest holding. Whittier Trust Co.’s holdings in Microsoft were worth $475,862,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Newton One Investments LLC lifted its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Bulwark Capital Corp purchased a new position in shares of Microsoft in the second quarter worth about $32,000. Westend Capital Management LLC lifted its stake in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter valued at about $44,000. Finally, ROSS JOHNSON & Associates LLC grew its position in Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business’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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent research reports. HSBC boosted their price objective on Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Redburn Partners set a $560.00 price target on shares of Microsoft in a report on Wednesday, October 22nd. TD Cowen upped their price objective on shares of Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Finally, Rothschild & Co Redburn reiterated a “neutral” rating and set a $500.00 target price (down from $560.00) on shares of Microsoft in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three 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 target price of $634.33.

Microsoft Trading Down 1.4%

Shares of MSFT opened at $487.12 on Thursday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. 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 firm’s 50-day moving average price is $514.09 and its 200-day moving average price is $498.25. The firm has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.65, a PEG ratio of 2.36 and a beta of 1.02.

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

Microsoft Increases Dividend

The company also recently declared 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. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 25.89%.

About Microsoft

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.