Microsoft Corporation $MSFT Stake Lifted by Biltmore Family Office LLC

Key Points

• Biltmore Family Office LLC increased its stake in Microsoft Corporation by 6.8%, owning 35,267 shares valued at approximately $13.24 million, making it the firm's 6th largest investment.
• Recent insider sales include CEO Satya Nadella and EVP Takeshi Numoto, who sold 149,205 and 4,850 shares respectively, reducing their stakes by 15.87% and 11.03%.
• Brokerages have raised their price targets for Microsoft, with Cantor Fitzgerald and Piper Sandler increasing their price objectives to between $639.00 and $650.00, suggesting strong market interest in the stock.

Biltmore Family Office LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,267 shares of the software giant's stock after buying an additional 2,240 shares during the quarter. Microsoft comprises 2.3% of Biltmore Family Office LLC's investment portfolio, making the stock its 6th biggest position. Biltmore Family Office LLC's holdings in Microsoft were worth $13,239,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the 4th quarter worth approximately $31,000. Newton One Investments LLC increased its holdings in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares during the last quarter. LSV Asset Management bought a new position in shares of Microsoft in the 4th quarter worth $44,000. Fairway Wealth LLC purchased a new stake in shares of Microsoft in the 4th quarter valued at $62,000. Finally, IFS Advisors LLC boosted its stake in shares of Microsoft by 50.0% in 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. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The stock was 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 of the company's stock, 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. Insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MSFT. Cantor Fitzgerald upped their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. DA Davidson increased their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. The Goldman Sachs Group raised their target price on shares of Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a research report on Wednesday, May 21st. Piper Sandler increased their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Finally, Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Trading Up 0.6%

NASDAQ:MSFT opened at $498.20 on Tuesday. The company's 50 day moving average price is $509.95 and its 200-day moving average price is $451.72. Microsoft Corporation has a 52 week low of $344.79 and a 52 week 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 stock has a market cap of $3.70 trillion, a price-to-earnings ratio of 36.52, a PEG ratio of 2.16 and a beta of 1.04.

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

Microsoft Company 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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