Callan Family Office LLC Has $45.94 Million Stock Holdings in Microsoft Corporation $MSFT

Callan Family Office LLC lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 28.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 122,389 shares of the software giant's stock after selling 48,954 shares during the quarter. Microsoft accounts for 3.4% of Callan Family Office LLC's portfolio, making the stock its 4th largest position. Callan Family Office LLC's holdings in Microsoft were worth $45,944,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in MSFT. Fosun International Ltd lifted its stake in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock worth $2,490,000 after purchasing an additional 23 shares during the last quarter. Gagnon Securities LLC lifted its stake in Microsoft by 3.5% during the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock worth $264,000 after purchasing an additional 24 shares during the last quarter. Alliance Wealth Management Group lifted its stake in Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after purchasing an additional 25 shares during the last quarter. Guidance Point Advisors LLC lifted its stake in Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after purchasing an additional 25 shares during the last quarter. Finally, Orin Green Financial LLC lifted its stake in Microsoft by 1.2% during the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock worth $767,000 after purchasing an additional 25 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Up 0.0%

Shares of NASDAQ:MSFT opened at $498.41 on Wednesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $3.70 trillion, a PE ratio of 36.54, 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. The stock's 50-day moving average is $510.08 and its 200 day moving average is $452.04.

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, topping the consensus estimate of $3.35 by $0.30. The firm 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 business's revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on MSFT shares. Morgan Stanley lifted their price target on Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. BMO Capital Markets boosted their target price on Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. DA Davidson boosted their target price on Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Finally, Piper Sandler boosted their target price on Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. One 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 stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus 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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