Benjamin Edwards Inc. Has $112.61 Million Stake in Microsoft Corporation $MSFT

Benjamin Edwards Inc. trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 299,969 shares of the software giant's stock after selling 18,604 shares during the period. Microsoft makes up about 1.6% of Benjamin Edwards Inc.'s investment portfolio, making the stock its 2nd largest holding. Benjamin Edwards Inc.'s holdings in Microsoft were worth $112,606,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WFA Asset Management Corp raised its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Performance

NASDAQ MSFT opened at $498.20 on Tuesday. The stock has a 50-day simple moving average of $509.95 and a two-hundred day simple moving average of $451.72. The firm has a market capitalization of $3.70 trillion, a P/E ratio of 36.52, a PEG ratio of 2.16 and a beta of 1.04. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two 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 quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the business earned $2.95 EPS. Microsoft's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on MSFT shares. Jefferies Financial Group raised their price target on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a report on Thursday, July 31st. Truist Financial upped their target price on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a report on Monday, August 18th. Finally, Royal Bank Of Canada upped their target price on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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.

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.