Johnson Financial Group LLC Invests $3.17 Million in Microsoft Corporation $MSFT

Johnson Financial Group LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 8,443 shares of the software giant's stock, valued at approximately $3,170,000. Microsoft makes up about 0.3% of Johnson Financial Group LLC's investment portfolio, making the stock its 18th biggest holding.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC grew its holdings in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Strategic Financial Services Inc. boosted its stake in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after buying an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. boosted its stake in Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after buying an additional 1,043 shares in the last quarter. Intellus Advisors LLC acquired a new stake in Microsoft during the fourth quarter worth $16,075,000. Finally, Meridian Wealth Advisors LLC boosted its stake in shares of Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after purchasing an additional 2,014 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other 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 transaction of $75,315,699.90. Following 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on 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 owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.6%

MSFT stock opened at $498.20 on Tuesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market capitalization of $3.70 trillion, a price-to-earnings ratio of 36.52, a PEG ratio of 2.16 and a beta of 1.04. The business's fifty day moving average price is $509.95 and its two-hundred day moving average price is $451.72. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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 company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on MSFT. Westpark Capital restated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Piper Sandler lifted their price target on Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Stifel Nicolaus lifted their price target on Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a report on Monday, July 28th. The Goldman Sachs Group boosted their price objective on Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a report on Wednesday, May 21st. Finally, Barclays reaffirmed an "overweight" rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

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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