Pinnacle Wealth Management LLC Has $1.49 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Pinnacle Wealth Management LLC reduced its position in Microsoft shares by 26.5%, controlling 3,965 shares worth approximately $1.49 million by the end of the first quarter.
• Major institutional investors like Vanguard Group and Geode Capital have increased their holdings in Microsoft, contributing to a total of 71.13% of the company's stock held by institutions.
• Microsoft's latest earnings report showed a significant revenue increase of 18.1% year-over-year, along with an earnings per share (EPS) of $3.65, surpassing analyst expectations.

Pinnacle Wealth Management LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,965 shares of the software giant's stock after selling 1,431 shares during the quarter. Microsoft comprises 1.7% of Pinnacle Wealth Management LLC's investment portfolio, making the stock its 13th largest holding. Pinnacle Wealth Management LLC's holdings in Microsoft were worth $1,488,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MSFT. Newton One Investments LLC boosted its position in 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 buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft in the 4th quarter worth approximately $31,000. LSV Asset Management bought a new stake in Microsoft during the 4th quarter worth approximately $44,000. IFS Advisors LLC increased its holdings in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after purchasing an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC bought a new position in Microsoft in the 4th quarter valued at $62,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Up 1.8%

Microsoft stock traded up $8.89 during trading hours on Friday, reaching $509.90. 23,610,304 shares of the company's stock traded hands, compared to its average volume of 20,166,356. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. The firm's 50 day moving average is $510.55 and its 200-day moving average is $453.82.

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, beating 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 company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the company posted $2.95 EPS. The company's revenue was up 18.1% compared to the same quarter last year. 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.

Analysts Set New Price Targets

A number of analysts have recently weighed in on MSFT shares. The Goldman Sachs Group raised their target price on Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a research note on Wednesday, May 21st. Wall Street Zen raised shares of Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Finally, UBS Group reiterated a "buy" rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on 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 sale, 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 sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on 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 represents 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.

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.