Carderock Capital Management Inc. Trims Holdings in Microsoft Corporation $MSFT

Carderock Capital Management Inc. reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,818 shares of the software giant's stock after selling 6,110 shares during the period. Microsoft comprises approximately 2.4% of Carderock Capital Management Inc.'s holdings, making the stock its 14th largest holding. Carderock Capital Management Inc.'s holdings in Microsoft were worth $8,941,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Newton One Investments LLC grew its stake in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft in the fourth quarter worth $31,000. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter worth $44,000. IFS Advisors LLC grew its stake in shares of Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares in the last quarter. Finally, ROSS JOHNSON & Associates LLC grew its stake in shares of Microsoft by 155.7% in the first 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.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Royal Bank Of Canada raised their target price on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. Raymond James Financial raised their target price on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research note on Monday, July 28th. Cantor Fitzgerald raised their target price on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Oppenheimer raised 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. One equities research 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's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Up 1.8%

MSFT opened at $509.90 on Monday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The business has a 50-day moving average of $510.55 and a 200-day moving average of $454.62. 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 company has a market capitalization of $3.79 trillion, a PE ratio of 37.38, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted 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 company 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 earned $2.95 EPS. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm'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 transaction, the executive vice president directly 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% 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 company insiders.

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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