Bank OZK Acquires 758 Shares of Microsoft Corporation $MSFT

Key Points

• Bank OZK increased its holdings in Microsoft Corporation by 2.7%, purchasing an additional 758 shares, bringing its total to 28,358 shares valued at approximately $10.6 million.
• Various analysts have recently raised their price targets for Microsoft, with Citigroup's target currently at $613 and Royal Bank of Canada's at $640, both maintaining "buy" or "overweight" ratings.
• Microsoft reported strong quarterly earnings, with $3.65 EPS and revenue of $76.44 billion, surpassing analyst expectations and demonstrating an 18.1% year-over-year revenue increase.

Bank OZK grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 28,358 shares of the software giant's stock after purchasing an additional 758 shares during the period. Microsoft makes up approximately 4.4% of Bank OZK's investment portfolio, making the stock its 2nd largest holding. Bank OZK's holdings in Microsoft were worth $10,645,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC grew its holdings in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth about $44,000. Fairway Wealth LLC acquired a new position in Microsoft during the fourth quarter worth about $62,000. Finally, IFS Advisors LLC grew its holdings in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on MSFT. Citigroup lifted their target price on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a report on Tuesday, July 22nd. Barclays reaffirmed an "overweight" rating and set a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Royal Bank Of Canada increased their price target on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Wells Fargo & Company reiterated an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Stifel Nicolaus increased their price target on Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a research report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Up 0.4%

Shares of Microsoft stock opened at $500.37 on Thursday. The firm has a market cap of $3.72 trillion, a price-to-earnings ratio of 36.68, a P/E/G ratio of 2.18 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock has a 50-day simple moving average of $510.26 and a 200-day simple moving average of $452.38.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, 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 disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

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.

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