Microsoft Corporation $MSFT Holdings Decreased by Beck Bode LLC

Key Points

• Beck Bode LLC reduced its Microsoft shares by 54%, leaving them with 1,067 shares valued at approximately $401,000.
• CEO Satya Nadella sold 149,205 shares at an average price of $504.78, reducing his position by 15.87% and maintaining a large stake valued at around $399 million.
• Microsoft's stock currently has a market cap of $3.79 trillion and analysts have raised price targets, with a consensus target of $612.54 and multiple "buy" ratings from research firms.

Beck Bode LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 54.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,067 shares of the software giant's stock after selling 1,252 shares during the quarter. Beck Bode LLC's holdings in Microsoft were worth $401,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Newton One Investments LLC boosted its holdings 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 acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $31,000. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. IFS Advisors LLC raised its stake in shares of 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 purchasing an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC purchased a new stake in shares of Microsoft during the fourth quarter worth approximately $62,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Up 0.2%

Shares of NASDAQ MSFT traded up $1.14 during midday trading on Monday, hitting $511.04. The stock had a trading volume of 3,125,222 shares, compared to its average volume of 22,055,760. The company has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.44, a PEG ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a fifty day moving average price of $510.55 and a 200 day moving average price of $454.62.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company's revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction dated 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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $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.

Analyst Ratings Changes

Several research firms have recently commented on MSFT. Truist Financial upped their price target on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research note on Monday, August 18th. Scotiabank upped their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. UBS Group reiterated a "buy" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $612.54.

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.