Chokshi & Queen Wealth Advisors Inc Reduces Position in Microsoft Corporation $MSFT

Key Points

• Chokshi & Queen Wealth Advisors Inc reduced its stake in Microsoft Corporation by 17.8%, owning 4,861 shares valued at approximately $1.83 million, making it the firm's 14th largest holding.
• Multiple institutional investors have adjusted their positions in Microsoft, with instances of both increases and decreases in shares held, reflecting a diverse investment strategy among parties.
• Microsoft has shown strong earnings performance, reporting an EPS of $3.65 for the last quarter, exceeding analysts' expectations by $0.30, and setting a bullish Q1 2026 EPS guidance.

Chokshi & Queen Wealth Advisors Inc trimmed its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,861 shares of the software giant's stock after selling 1,055 shares during the quarter. Microsoft makes up approximately 1.1% of Chokshi & Queen Wealth Advisors Inc's portfolio, making the stock its 14th biggest holding. Chokshi & Queen Wealth Advisors Inc's holdings in Microsoft were worth $1,825,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Fosun International Ltd grew its position in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after acquiring an additional 23 shares during the last quarter. Gagnon Securities LLC boosted its stake in shares of Microsoft by 3.5% during the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock valued at $264,000 after purchasing an additional 24 shares during the period. Alliance Wealth Management Group boosted its stake in shares of Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after purchasing an additional 25 shares during the period. Guidance Point Advisors LLC boosted its holdings in Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after acquiring an additional 25 shares in the last quarter. Finally, Orin Green Financial LLC boosted its holdings in Microsoft by 1.2% in the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock valued at $767,000 after acquiring an additional 25 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Up 1.8%

Shares of NASDAQ:MSFT opened at $509.90 on Friday. The stock has a 50 day moving average of $510.55 and a 200 day moving average of $454.19. The company has a market cap of $3.79 trillion, a PE ratio of 37.38, a price-to-earnings-growth ratio of 2.19 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results 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 company had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, 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 several recent research reports. Sanford C. Bernstein raised their price objective on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Wedbush raised their price objective on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Finally, Raymond James Financial raised their price target on Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a report on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, Microsoft has a consensus 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 company's stock in a transaction on Wednesday, September 3rd. The stock was 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 $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company's 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 completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

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.

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