Banque Transatlantique SA Increases Position in Microsoft Corporation $MSFT

Banque Transatlantique SA lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,461,290 shares of the software giant's stock after purchasing an additional 189,166 shares during the quarter. Microsoft accounts for approximately 9.5% of Banque Transatlantique SA's investment portfolio, making the stock its 3rd biggest holding. Banque Transatlantique SA's holdings in Microsoft were worth $506,934,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Brady Martz Wealth Solutions LLC increased its holdings in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares during the last quarter. Strategic Financial Services Inc. increased its holdings in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after buying an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. increased its holdings in Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after buying an additional 1,043 shares during the last quarter. Intellus Advisors LLC acquired a new position in Microsoft during the fourth quarter worth $16,075,000. Finally, Meridian Wealth Advisors LLC increased its holdings in Microsoft by 3.8% during the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock worth $23,144,000 after buying an additional 2,014 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The shares were 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 owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 1.8%

Shares of Microsoft stock opened at $509.90 on Friday. The firm has a 50-day moving average of $510.55 and a 200-day moving average of $453.82. The stock has a market cap of $3.79 trillion, a PE ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 during 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, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Morgan Stanley boosted their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. The Goldman Sachs Group boosted their target price on shares of Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a report on Wednesday, May 21st. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective on the stock in a report on Thursday, July 31st. Barclays reiterated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Finally, Citigroup upped their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a report on Tuesday, July 22nd. One investment 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. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

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.

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