96,259 Shares in Microsoft Corporation $MSFT Acquired by Caliber Wealth Management LLC KS

Key Points

• Caliber Wealth Management LLC KS made a significant investment of $36.14 million in Microsoft Corporation, acquiring 96,259 shares, which now comprise about 4.9% of its portfolio.
• Microsoft executives sold shares recently, with CEO Satya Nadella reducing his stake by 15.87%, indicating possible insider movements amidst significant institutional interest, as hedge funds currently own 71.13% of the stock.
• Wall Street analysts have raised their target prices for Microsoft, with a consensus rating of "Moderate Buy" and a target price around $612.54, following the company's strong quarterly earnings report that exceeded expectations.

Caliber Wealth Management LLC KS bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 96,259 shares of the software giant's stock, valued at approximately $36,135,000. Microsoft makes up approximately 4.9% of Caliber Wealth Management LLC KS's investment portfolio, making the stock its 4th largest position.

A number of other hedge funds have also recently bought and sold shares of MSFT. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after acquiring an additional 10,431,988 shares during the period. Geode Capital Management LLC boosted its stake in shares of Microsoft by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock valued at $70,720,874,000 after buying an additional 3,103,212 shares during the period. Norges Bank bought a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,343,058,000. Northern Trust Corp boosted its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Microsoft by 9.8% during the fourth 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 worth $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Down 2.6%

Microsoft stock traded down $12.97 during trading hours on Friday, reaching $495.00. 31,963,969 shares of the company's stock were exchanged, compared to its average volume of 22,259,959. 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 firm's 50 day simple moving average is $509.95 and its 200 day simple moving average is $450.01. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a PEG ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts' consensus estimates 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 the consensus estimate of $73.79 billion. During the same period last year, the business posted $2.95 EPS. The business's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be given a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. The Goldman Sachs Group upped their price target 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 target for the company in a report on Thursday, July 31st. Sanford C. Bernstein increased their price objective on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Stifel Nicolaus upped 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. Finally, 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. One 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 MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the firm'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 transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This 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 company 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.