Algorithmic Investment Models LLC Makes New $776,000 Investment in Microsoft Corporation $MSFT

Algorithmic Investment Models LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The fund acquired 2,068 shares of the software giant's stock, valued at approximately $776,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after buying an additional 7,314,509 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock worth $70,720,874,000 after buying an additional 3,103,212 shares in the last quarter. Norges Bank acquired a new position in Microsoft in the 4th quarter worth $44,343,058,000. Northern Trust Corp increased its position in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $509.90 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a 50-day simple moving average of $510.55 and a 200 day simple moving average of $453.82. The company has a market cap of $3.79 trillion, a PE ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS 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 firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MSFT. Oppenheimer lifted their price target on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price on the stock in a report on Thursday, July 31st. Loop Capital increased their target price on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. Finally, Wells Fargo & Company reaffirmed an "overweight" rating and set a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Company 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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.