Evercore Wealth Management LLC Has $290.29 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Evercore Wealth Management reduced its Microsoft stake by 3.4% in the first quarter, selling 27,332 shares. It still held 784,201 shares worth approximately $290.3 million, representing 4.6% of its portfolio.
• Microsoft reported strong quarterly results, with revenue rising 17.7% to $90.01 billion and earnings of $4.74 per share, exceeding analyst expectations. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $560.27.
• Microsoft’s AI and cloud growth outlook remains positive, but investors are monitoring elevated AI infrastructure spending, potential margin pressure and recent cybersecurity concerns. The company also declared a quarterly dividend of $0.91 per share.

Evercore Wealth Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 784,201 shares of the software giant's stock after selling 27,332 shares during the period. Microsoft comprises 4.6% of Evercore Wealth Management LLC's portfolio, making the stock its 3rd largest holding. Evercore Wealth Management LLC's holdings in Microsoft were worth $290,288,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Markel Group Inc. raised its stake in shares of Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after buying an additional 1,950 shares during the period. Bessemer Group Inc. lifted its holdings in shares of Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after buying an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. bought a new position in shares of Microsoft during the 4th quarter valued at about $2,616,000. Werba Rubin Papier Wealth Management boosted its stake in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Microsoft by 138.8% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after acquiring an additional 788,297 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on MSFT. Oppenheimer reaffirmed an "outperform" rating and issued a $515.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. Argus cut their price target on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a report on Friday, July 10th. Robert W. Baird reduced their price objective on Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Phillip Securities downgraded shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Finally, Rothschild & Co Redburn reduced their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $560.27.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Strong quarterly results remain the primary bullish catalyst. Microsoft reported revenue growth of 17.7% and earnings of $4.74 per share, well above consensus, reinforcing confidence in Azure, cloud demand and AI monetization. Magnificent Seven Earnings Remain Robust: MSFT, AAPL
• Positive Sentiment: Analyst sentiment remains supportive. Wells Fargo raised its Microsoft price target to a Street-high $700 from $650 and maintained an overweight rating, citing the company’s growth prospects and ecosystem strength. Wells Fargo Raises Microsoft Price Target
• Positive Sentiment: Microsoft is expanding its AI and cloud ecosystem through partnerships, including S&P Global data in Microsoft 365 Copilot, broader enterprise adoption in Brazil and Sionic’s instant-payment service on Microsoft Marketplace. These initiatives could support platform usage and recurring revenue over time. S&P Global Expands Collaboration with Microsoft
• Neutral Sentiment: Reports that Microsoft may introduce another Maia AI processor as early as September highlight its strategy to use custom chips to improve Azure AI efficiency. The move could reduce costs and reliance on outside suppliers, but the financial benefits will depend on successful scaling. Microsoft Stock Drops While Maia Chip Ambitions Expand
• Negative Sentiment: Investors are concerned that Microsoft’s rapidly rising AI infrastructure spending could pressure margins, cash flow and returns before new capacity generates sufficient revenue. The stock’s sharp rally since the earnings report also increases profit-taking and valuation sensitivity. Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
• Negative Sentiment: A newly disclosed Windows zero-day vulnerability that may enable system-wide access adds reputational, remediation and potential liability concerns. Separate reports of pending investor lawsuits contribute to a cautious tone, although neither issue has yet altered Microsoft’s fundamental earnings outlook. New Windows Zero-Day Bug Published

Microsoft Price Performance

NASDAQ MSFT opened at $492.43 on Thursday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company has a market cap of $3.66 trillion, a price-to-earnings ratio of 27.42, a PEG ratio of 1.62 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock's fifty day moving average price is $408.32 and its 200 day moving average price is $407.67.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 earnings per share. The company's revenue was up 17.7% compared to the same quarter last year. As a group, equities research analysts forecast that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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