Itau Unibanco Holding S.A. Reduces Stock Position in Microsoft Corporation $MSFT

Itau Unibanco Holding S.A. lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 63.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 70,949 shares of the software giant's stock after selling 121,132 shares during the quarter. Microsoft comprises approximately 1.0% of Itau Unibanco Holding S.A.'s portfolio, making the stock its 22nd largest holding. Itau Unibanco Holding S.A.'s holdings in Microsoft were worth $26,634,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in MSFT. Newton One Investments LLC grew its stake in shares of Microsoft by 66.7% during the first 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 last quarter. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the fourth quarter worth about $31,000. LSV Asset Management purchased a new stake in Microsoft in the fourth quarter worth about $44,000. IFS Advisors LLC lifted its holdings in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after purchasing an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $62,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.1%

NASDAQ MSFT opened at $501.01 on Friday. 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 company has a fifty day simple moving average of $510.32 and a two-hundred day simple moving average of $453.05. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market cap of $3.72 trillion, a P/E ratio of 36.73, a P/E/G ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have commented on MSFT. UBS Group reaffirmed a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Wedbush lifted their target price on shares of Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Bank of America boosted their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Loop Capital upped their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Finally, Sanford C. Bernstein upped their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a 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 issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction 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 approximately $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. 0.03% of the stock is owned by company insiders.

About Microsoft

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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