Microsoft Corporation $MSFT is Zevenbergen Capital Investments LLC's 10th Largest Position

Key Points

• Zevenbergen Capital Investments LLC has decreased its position in Microsoft Corporation by 0.3%, making it the fund's 10th largest holding with 330,432 shares valued at approximately $124 million.
• Analysts have raised their price targets for Microsoft with Royal Bank of Canada setting a new target of $640 and other firms providing similar increases, reflecting strong market confidence.
• CEO Satya Nadella recently sold over 149,205 shares of Microsoft for approximately $75.3 million, reducing his stake in the company by about 15.87%.

Zevenbergen Capital Investments LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 330,432 shares of the software giant's stock after selling 972 shares during the quarter. Microsoft makes up approximately 3.0% of Zevenbergen Capital Investments LLC's holdings, making the stock its 10th biggest holding. Zevenbergen Capital Investments LLC's holdings in Microsoft were worth $124,041,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of MSFT. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings 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 valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its holdings 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 valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

A number of brokerages have weighed in on MSFT. Royal Bank Of Canada lifted their price target on shares of Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Truist Financial lifted their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a report on Monday, August 18th. Wedbush lifted their price target on shares of Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Sanford C. Bernstein lifted their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Finally, Wall Street Zen upgraded shares of Microsoft from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. One research 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 MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Microsoft Stock Performance

Shares of MSFT stock opened at $498.20 on Tuesday. 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 $3.70 trillion, a P/E ratio of 36.52, a P/E/G ratio of 2.16 and a beta of 1.04. The company's fifty day moving average price is $509.95 and its two-hundred day moving average price is $451.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates 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 quarter in the previous year, the business posted $2.95 EPS. The firm's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Microsoft news, 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 value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was 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 the business's stock in a transaction 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 owned 39,111 shares in the company, valued at $20,624,012.52. This 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.

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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