Fortis Capital Advisors LLC Sells 2,933 Shares of Microsoft Corporation $MSFT

Key Points

• Fortis Capital Advisors LLC reduced its Microsoft shares by 8.3%, selling 2,933 shares, which now represents 2.5% of its portfolio and is its 10th largest holding valued at $12.2 million.
• Microsoft recently reported an earnings per share (EPS) of $3.65, exceeding estimates by $0.30, with revenue of $76.44 billion, marking an 18.1% year-over-year increase.
• Several brokerages have raised their price targets for Microsoft stock, with estimates now ranging from $600 to $675, reflecting a consensus rating of "Moderate Buy".

Fortis Capital Advisors LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,565 shares of the software giant's stock after selling 2,933 shares during the period. Microsoft comprises 2.5% of Fortis Capital Advisors LLC's portfolio, making the stock its 10th largest holding. Fortis Capital Advisors LLC's holdings in Microsoft were worth $12,225,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of MSFT. Fosun International Ltd boosted its stake in shares of Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after purchasing an additional 23 shares in the last quarter. Gagnon Securities LLC boosted its stake in shares of Microsoft by 3.5% in the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock valued at $264,000 after purchasing an additional 24 shares in the last quarter. Alliance Wealth Management Group boosted its stake in shares of Microsoft by 0.4% in the 4th 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 in the last quarter. Guidance Point Advisors LLC boosted its stake in shares of Microsoft by 0.6% in the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after purchasing an additional 25 shares in the last quarter. Finally, Orin Green Financial LLC boosted its stake in shares of Microsoft by 1.2% in the 1st quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock valued at $767,000 after purchasing an additional 25 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $509.90 on Friday. The stock 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 Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The business has a 50-day moving average price of $510.55 and a two-hundred day moving average price of $454.19.

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, 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%.Microsoft's revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Insider Transactions at Microsoft

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

Analyst Ratings Changes

Several brokerages recently issued reports on MSFT. Oppenheimer upped their price target on shares of Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Jefferies Financial Group upped their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. BMO Capital Markets upped their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Wells Fargo & Company reiterated an "overweight" rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Scotiabank upped their price target 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 research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price 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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