Microsoft Corporation $MSFT Shares Acquired by SageView Advisory Group LLC

SageView Advisory Group LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 68,082 shares of the software giant's stock after acquiring an additional 714 shares during the period. Microsoft makes up 1.1% of SageView Advisory Group LLC's portfolio, making the stock its 12th biggest position. SageView Advisory Group LLC's holdings in Microsoft were worth $25,557,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of MSFT. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% during 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 in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $509.90 on Friday. 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 1-year low of $344.79 and a 1-year high of $555.45. The stock has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04. The business has a 50-day moving average price of $510.55 and a two-hundred day moving average price of $454.19.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued 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 company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the previous year, the company earned $2.95 EPS. Microsoft's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analyst Ratings Changes

MSFT has been the subject of a number of recent analyst reports. Wall Street Zen raised Microsoft from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Wedbush lifted their target price on Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. Barclays reiterated an "overweight" rating and set a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Finally, Scotiabank raised their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $612.54.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate 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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