Microsoft Corporation $MSFT is Trajan Wealth LLC's 3rd Largest Position

Trajan Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 237,549 shares of the software giant's stock after acquiring an additional 17,013 shares during the period. Microsoft accounts for 4.9% of Trajan Wealth LLC's portfolio, making the stock its 3rd largest holding. Trajan Wealth LLC's holdings in Microsoft were worth $89,173,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. Geode Capital Management LLC grew its stake in Microsoft by 1.9% during the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock valued at $70,720,874,000 after acquiring an additional 3,103,212 shares in the last quarter. Norges Bank bought a new position in Microsoft during the fourth quarter valued at $44,343,058,000. Northern Trust Corp lifted its position in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Microsoft by 9.8% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on MSFT. Truist Financial increased their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research report on Monday, August 18th. Wells Fargo & Company reiterated an "overweight" rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Loop Capital increased their price objective on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Royal Bank Of Canada increased their price objective on shares of Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Barclays reiterated an "overweight" rating and set a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. 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 company's stock. According to data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Insider Transactions at Microsoft

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

Microsoft Price Performance

Microsoft stock opened at $498.41 on Wednesday. The firm has a 50-day moving average price of $510.08 and a 200-day moving average price of $452.04. The firm has a market capitalization of $3.70 trillion, a PE ratio of 36.54, a price-to-earnings-growth ratio of 2.18 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month 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 firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

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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