Client 1ST Advisory Group LLC Boosts Stake in Microsoft Corporation $MSFT

Key Points

• Client 1ST Advisory Group LLC increased its stake in Microsoft Corporation ($MSFT) by 19.4% during the first quarter, bringing its total holdings to 3,473 shares valued at approximately $1.3 million.
• Microsoft's recent quarterly earnings report showed an EPS of $3.65, exceeding estimates, with revenue of $76.44 billion, marking an 18.1% increase from the previous year.
• Brokerages have raised their price targets for Microsoft stock, with Jefferies setting a new target of $675.00 and a consensus target price of $612.54 among analysts.

Client 1ST Advisory Group LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 3,473 shares of the software giant's stock after purchasing an additional 565 shares during the period. Microsoft makes up approximately 0.5% of Client 1ST Advisory Group LLC's investment portfolio, making the stock its 28th largest position. Client 1ST Advisory Group LLC's holdings in Microsoft were worth $1,304,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in MSFT. Newton One Investments LLC boosted its position in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the 4th quarter valued at approximately $31,000. LSV Asset Management purchased a new position in Microsoft in the 4th quarter valued at approximately $44,000. IFS Advisors LLC boosted its position in Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after buying an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC boosted its position in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock valued at $59,000 after buying an additional 95 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $509.90 on Friday. The company's fifty day moving average price is $510.55 and its 200 day moving average price is $454.19. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the business earned $2.95 EPS. Microsoft's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have commented on MSFT. Jefferies Financial Group raised their price target on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Piper Sandler raised their price target on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. UBS Group reaffirmed a "buy" rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Scotiabank lifted their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report 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 assigned a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents 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 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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.