Microsoft Corporation $MSFT Shares Acquired by Manhattan West Asset Management LLC

Manhattan West Asset Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,134 shares of the software giant's stock after purchasing an additional 5,063 shares during the quarter. Microsoft makes up approximately 4.6% of Manhattan West Asset Management LLC's portfolio, making the stock its 2nd largest position. Manhattan West Asset Management LLC's holdings in Microsoft were worth $18,069,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Ball & Co Wealth Management Inc. bought a new position in Microsoft during the fourth quarter valued at approximately $31,000. Newton One Investments LLC raised its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares during the period. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter valued at approximately $44,000. Fairway Wealth LLC bought a new position in Microsoft during the fourth quarter worth $62,000. Finally, IFS Advisors LLC increased its position in Microsoft by 50.0% during the first 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 currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In related news, 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 value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Trading Up 0.6%

NASDAQ MSFT opened at $498.20 on Tuesday. The company has a market cap of $3.70 trillion, a PE ratio of 36.52, a PEG ratio of 2.16 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. The stock has a 50 day moving average of $509.95 and a 200-day moving average of $451.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter last year, the firm posted $2.95 EPS. The company's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on MSFT shares. Scotiabank boosted their target price on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report on Thursday, July 31st. Mizuho boosted their price target on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Bank of America boosted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. BMO Capital Markets upped their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Cantor Fitzgerald upped their price target on shares of Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research 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 given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

About Microsoft

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.