JFG Wealth Management LLC Reduces Position in Microsoft Corporation $MSFT

JFG Wealth Management LLC decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 53.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,160 shares of the software giant's stock after selling 1,335 shares during the quarter. JFG Wealth Management LLC's holdings in Microsoft were worth $435,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fosun International Ltd boosted its position 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 worth $2,490,000 after buying an additional 23 shares in the last quarter. Gagnon Securities LLC boosted its position in shares of Microsoft by 3.5% in the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock worth $264,000 after buying an additional 24 shares in the last quarter. Alliance Wealth Management Group boosted its position 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 worth $2,368,000 after buying an additional 25 shares in the last quarter. Guidance Point Advisors LLC boosted its position 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 worth $1,811,000 after buying an additional 25 shares in the last quarter. Finally, Orin Green Financial LLC boosted its position 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 worth $767,000 after buying an additional 25 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Evercore ISI boosted their price objective on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. BMO Capital Markets upped their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Loop Capital upped their price objective on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Piper Sandler upped their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Morgan Stanley upped their price objective on shares of Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a research note 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 assigned a Hold rating to the company's stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 sale, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Up 0.6%

MSFT opened at $498.20 on Tuesday. The firm has a 50 day moving average price of $509.95 and a 200 day moving average price of $451.72. The company has a market cap of $3.70 trillion, a PE ratio of 36.52, a price-to-earnings-growth ratio of 2.16 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 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 posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

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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