Cape ANN Savings Bank Reduces Stock Position in Microsoft Corporation $MSFT

Key Points

• Cape ANN Savings Bank reduced its stake in Microsoft by 4.1% during Q1, now holding 16,607 shares valued at approximately $6.23 million, making it the bank's 7th largest investment.
• Microsoft's stock reached $509.90, with a market cap of $3.79 trillion and recent earnings per share of $3.65, surpassing analysts' expectations.
• Insider transactions included CEO Satya Nadella selling 149,205 shares, reducing his stake by 15.87%, highlighting notable insider trading activities in the company.

Cape ANN Savings Bank trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,607 shares of the software giant's stock after selling 718 shares during the quarter. Microsoft accounts for 3.9% of Cape ANN Savings Bank's portfolio, making the stock its 7th largest holding. Cape ANN Savings Bank's holdings in Microsoft were worth $6,234,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Coalescence Partners Investment Management LP lifted its position in Microsoft by 37.4% in the first quarter. Coalescence Partners Investment Management LP now owns 101,892 shares of the software giant's stock worth $38,249,000 after purchasing an additional 27,737 shares during the period. Truvestments Capital LLC lifted its holdings in shares of Microsoft by 4.6% during the first quarter. Truvestments Capital LLC now owns 16,601 shares of the software giant's stock valued at $6,232,000 after acquiring an additional 737 shares during the period. Wealth Preservation Advisors LLC bought a new position in shares of Microsoft during the first quarter valued at $9,091,000. B. Metzler seel. Sohn & Co. AG lifted its holdings in shares of Microsoft by 3.3% during the first quarter. B. Metzler seel. Sohn & Co. AG now owns 1,730,008 shares of the software giant's stock valued at $649,426,000 after acquiring an additional 55,735 shares during the period. Finally, Delta Investment Management LLC lifted its holdings in shares of Microsoft by 69.3% during the first quarter. Delta Investment Management LLC now owns 59,561 shares of the software giant's stock valued at $22,359,000 after acquiring an additional 24,388 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of the company'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 transaction of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade 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 Stock Up 0.2%

Shares of MSFT traded up $1.14 on Monday, hitting $511.04. The company's stock had a trading volume of 3,125,222 shares, compared to its average volume of 22,055,760. The firm has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.44, a P/E/G ratio of 2.23 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 firm's fifty day moving average price is $510.55 and its 200-day moving average price is $454.62. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for 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 firm's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of analyst reports. Truist Financial lifted their price objective on Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a report on Monday, August 18th. Royal Bank Of Canada lifted their price objective on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Citigroup raised their target price on Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research note on Tuesday, July 22nd. Scotiabank raised their target price on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. Finally, Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. One investment 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 stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $612.54.

About Microsoft

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.