Jupiter Wealth Management LLC Cuts Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Jupiter Wealth Management LLC reduced its holdings in Microsoft by 9.9% in the first quarter, owning 32,082 shares valued at approximately $12 million.
• Microsoft's stock price is currently at $509.90, with a market capitalization of $3.79 trillion and a 1-year high of $555.45.
• Insider transactions have seen CEO Satya Nadella selling 149,205 shares for over $75 million, reflecting a notable decrease in his ownership stake.

Jupiter Wealth Management LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,082 shares of the software giant's stock after selling 3,536 shares during the period. Microsoft makes up 7.7% of Jupiter Wealth Management LLC's holdings, making the stock its 3rd largest position. Jupiter Wealth Management LLC's holdings in Microsoft were worth $12,043,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp raised its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Up 1.8%

NASDAQ:MSFT opened at $509.90 on Friday. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.38, a PEG 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's fifty day moving average price is $510.55 and its 200 day moving average price is $454.19.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm 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 previous year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on 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 transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $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. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on MSFT shares. DA Davidson boosted their price objective on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Oppenheimer boosted their price objective on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Wedbush boosted their price objective on Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective on the stock in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average 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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