MBL Wealth LLC Acquires 1,084 Shares of Microsoft Corporation $MSFT

MBL Wealth LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,417 shares of the software giant's stock after acquiring an additional 1,084 shares during the quarter. Microsoft accounts for approximately 0.7% of MBL Wealth LLC's holdings, making the stock its 28th largest position. MBL Wealth LLC's holdings in Microsoft were worth $7,289,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC lifted its position in Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its holdings in shares of Microsoft by 7.8% during the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock valued at $7,345,000 after buying an additional 1,268 shares during the period. Elevate Wealth Advisory Inc. lifted its holdings in shares of Microsoft by 147.9% during the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after buying an additional 1,043 shares during the period. Intellus Advisors LLC bought a new position in shares of Microsoft during the 4th quarter valued at $16,075,000. Finally, Bridgeway Capital Management LLC lifted its holdings in shares of Microsoft by 8.3% during the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock valued at $32,463,000 after buying an additional 6,617 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Trading Up 1.8%

Shares of Microsoft stock opened at $509.90 on Monday. The firm has a market cap of $3.79 trillion, a price-to-earnings ratio of 37.38, a PEG ratio of 2.23 and a beta of 1.04. The business has a 50-day moving average price of $510.55 and a 200-day moving average price of $454.62. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's 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 completion of the transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on MSFT shares. Westpark Capital reissued a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Royal Bank Of Canada increased their price target on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. TD Cowen increased their price target on Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price on the stock in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

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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