Microsoft Corporation $MSFT is Geneos Wealth Management Inc.'s 6th Largest Position

Key Points

• Geneos Wealth Management Inc. increased its stake in Microsoft Corporation by 7.8% in Q1, making it the firm’s 6th largest position with a total value of approximately $34.4 million.
• Insider trading reports indicate that both EVP Takeshi Numoto and CEO Satya Nadella sold significant shares of Microsoft, with Nadella's sale totaling nearly $75.3 million.
• Microsoft's stock has seen positive earnings, reporting a Q1 2026 EPS of $3.65, which surpassed analyst expectations, contributing to an increase in various analysts' target price ratings for the stock.

Geneos Wealth Management Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 91,736 shares of the software giant's stock after purchasing an additional 6,658 shares during the period. Microsoft makes up approximately 1.2% of Geneos Wealth Management Inc.'s investment portfolio, making the stock its 6th largest position. Geneos Wealth Management Inc.'s holdings in Microsoft were worth $34,437,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Newton One Investments LLC lifted 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 buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft during the 4th quarter worth approximately $31,000. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth approximately $44,000. IFS Advisors LLC lifted 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 buying an additional 50 shares in the last quarter. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after buying an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm'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 in the company, valued at $399,206,272.56. The trade was a 15.87% 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 Price Performance

Shares of NASDAQ:MSFT opened at $509.90 on Monday. The company's fifty day moving average price is $510.55 and its 200 day moving average price is $454.62. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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 net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the business earned $2.95 EPS. Microsoft's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Analyst Ratings Changes

MSFT has been the topic of a number of research reports. Bank of America increased their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Wedbush raised their price objective on shares of Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Stifel Nicolaus raised their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a report on Monday, July 28th. Wells Fargo & Company restated an "overweight" rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, Jefferies Financial Group raised their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft 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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