Cook Wealth LLC Sells 1,053 Shares of Microsoft Corporation $MSFT

Cook Wealth LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,525 shares of the software giant's stock after selling 1,053 shares during the quarter. Microsoft comprises 2.1% of Cook Wealth LLC's portfolio, making the stock its 12th largest holding. Cook Wealth LLC's holdings in Microsoft were worth $4,326,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC increased its stake in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after purchasing an additional 95 shares during the period. Strategic Financial Services Inc. boosted its position in shares of Microsoft by 7.8% in the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock valued at $7,345,000 after acquiring an additional 1,268 shares during the period. Elevate Wealth Advisory Inc. boosted its position in shares of Microsoft by 147.9% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after acquiring an additional 1,043 shares during the period. Intellus Advisors LLC bought a new stake in shares of Microsoft in the fourth quarter valued at approximately $16,075,000. Finally, Meridian Wealth Advisors LLC boosted its position in shares of Microsoft by 3.8% in the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after acquiring an additional 2,014 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Stock Up 1.8%

Shares of NASDAQ MSFT opened at $509.90 on Friday. The stock has a market cap of $3.79 trillion, a PE ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. The business has a fifty day moving average of $510.55 and a two-hundred day moving average of $453.82. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on MSFT shares. Wedbush increased 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. Barclays reissued an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. 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. Wall Street Zen raised Microsoft from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Finally, DA Davidson raised their target price on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. 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 data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

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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