Mattson Financial Services LLC Has $9.73 Million Stock Holdings in Microsoft Corporation $MSFT

Mattson Financial Services LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 29.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,922 shares of the software giant's stock after purchasing an additional 5,834 shares during the period. Microsoft accounts for approximately 2.9% of Mattson Financial Services LLC's investment portfolio, making the stock its 3rd biggest position. Mattson Financial Services LLC's holdings in Microsoft were worth $9,731,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of MSFT. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft during the 4th quarter worth about $31,000. Newton One Investments LLC grew its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth about $44,000. Fairway Wealth LLC acquired a new stake in Microsoft during the 4th quarter worth about $62,000. Finally, IFS Advisors LLC grew its holdings in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares during the period. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on MSFT. The Goldman Sachs Group increased their price target on Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a report on Wednesday, May 21st. Royal Bank Of Canada increased their price target on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Scotiabank raised their target price on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. Finally, Loop Capital raised their target price on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. 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, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred 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 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $509.90 on Monday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The business has a 50-day simple moving average of $510.55 and a two-hundred day simple moving average of $454.62. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04.

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

Microsoft Company 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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