Belpointe Asset Management LLC Has $29.32 Million Position in Microsoft Corporation $MSFT

Key Points

• Belpointe Asset Management LLC reduced its stake in Microsoft by 1.9% in the 1st quarter, owning approximately $29.32 million worth of shares, which represents 1.5% of their total portfolio.
• Insider sales were notable, with CEO Satya Nadella selling 149,205 shares for nearly $75.32 million, marking a 15.87% decrease in his holding.
• Analysts have raised their price targets for Microsoft, with Jefferies Financial Group setting a new target at $675.00, reflecting a bullish outlook for the company's stock.

Belpointe Asset Management LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 78,113 shares of the software giant's stock after selling 1,498 shares during the quarter. Microsoft makes up approximately 1.5% of Belpointe Asset Management LLC's portfolio, making the stock its 11th biggest position. Belpointe Asset Management LLC's holdings in Microsoft were worth $29,323,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Newton One Investments LLC lifted its stake in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the 4th quarter worth approximately $31,000. LSV Asset Management acquired a new position in Microsoft during the 4th quarter worth approximately $44,000. IFS Advisors LLC raised its stake in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC increased its holdings 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 purchasing an additional 95 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on 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. The trade was a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $509.90 on Friday. The firm has a market cap of $3.79 trillion, a P/E ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a 50 day moving average of $510.55 and a 200 day moving average of $454.19. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Analysts Set New Price Targets

MSFT has been the subject of a number of research analyst reports. Jefferies Financial Group increased their price target on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. BMO Capital Markets raised their price target on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Oppenheimer increased their target price on Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald raised their price objective on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note 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 issued a Hold rating to the company. Based on data from MarketBeat, the company 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.

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