Montrusco Bolton Investments 13F: Cuts MSFT Stake by $63M

Montrusco Bolton Investments has reduced its stake in Microsoft Corporation (NasdaqGS: MSFT) by 12.1%. The investment firm sold 123,693 shares, leaving it with 897,738 shares valued at approximately $460.4 million. This change was disclosed in the firm's latest Form 13F filing with the SEC, reflecting its holdings as of the reporting period.

What Changed in Montrusco Bolton Investments's Microsoft Position

Montrusco Bolton Investments trimmed its Microsoft position by 123,693 shares, reducing its holdings to 897,738 shares. This represents a 12.1% decrease from its previous holding of 1,021,431 shares. As of the filing, the value of Montrusco Bolton's Microsoft holdings stood at about $460.4 million.

Microsoft Corporation Stock Down 1.2%

On Friday, shares of Microsoft Corporation were trading near $493.78. The company boasts a market capitalization of approximately $3.72 trillion. Microsoft's P/E ratio is 27.91, with a forward P/E of 21.19, indicating investor expectations of future earnings growth. The stock's 52-week range has been between $349.20 and $553.72. It also has a 50-day moving average of $467.01 and a 200-day moving average of $431.66. Microsoft maintains a current ratio of 1.23, a quick ratio of 1.10, and a debt-to-equity ratio of 29.12.

Recent Earnings

Microsoft reported revenues of $331.8 billion, reflecting a growth rate of 17.7%. The company achieved a net margin of 40.3% and a return on equity of 34.0%. Earnings per share were $17.97. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft offers an annual dividend rate of $3.92 per share, with a yield of 0.79%. The company's dividend payout ratio is 19.83%, indicating a conservative approach to dividend payments relative to its earnings.

About Microsoft Corporation

Microsoft Corporation, headquartered in Redmond, Washington, is a leading technology company. It develops and supports a wide range of software and hardware products for consumers and businesses worldwide. The company is known for its Windows operating system, Office suite, cloud services through Azure, and gaming products like Xbox. Led by CEO Satya Nadella, Microsoft employs about 223,000 people globally.

Bottom Line

Montrusco Bolton Investments' recent reduction in its Microsoft holdings highlights the dynamic nature of institutional positions in major tech companies. Investors often track such filings to gauge the sentiment of large funds, though it's important to remember that 13F filings are backward-looking and may not reflect current positions.