Microsoft Corporation $MSFT Stock Position Lessened by Trillium Asset Management LLC

Trillium Asset Management LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 578,332 shares of the software giant's stock after selling 19,521 shares during the period. Microsoft makes up about 6.2% of Trillium Asset Management LLC's portfolio, making the stock its largest position. Trillium Asset Management LLC's holdings in Microsoft were worth $217,100,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Delos Wealth Advisors LLC grew its position in shares of Microsoft by 2.0% in the 1st quarter. Delos Wealth Advisors LLC now owns 13,959 shares of the software giant's stock worth $5,240,000 after buying an additional 272 shares during the last quarter. Dillon & Associates Inc. lifted its stake in Microsoft by 3.5% during the 1st quarter. Dillon & Associates Inc. now owns 17,055 shares of the software giant's stock valued at $6,396,000 after acquiring an additional 579 shares during the period. Gouws Capital LLC lifted its stake in Microsoft by 90.7% during the 1st quarter. Gouws Capital LLC now owns 4,050 shares of the software giant's stock valued at $1,520,000 after acquiring an additional 1,926 shares during the period. Public Sector Pension Investment Board lifted its stake in Microsoft by 29.0% during the 1st quarter. Public Sector Pension Investment Board now owns 3,435,560 shares of the software giant's stock valued at $1,289,675,000 after acquiring an additional 772,505 shares during the period. Finally, Tranquilli Financial Advisor LLC lifted its stake in Microsoft by 5.1% during the 1st quarter. Tranquilli Financial Advisor LLC now owns 2,983 shares of the software giant's stock valued at $1,120,000 after acquiring an additional 145 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

Several analysts have commented on the stock. BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Westpark Capital restated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Truist Financial lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research note on Monday, August 18th. Bank of America lifted their price objective 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. Finally, Scotiabank lifted their price objective on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. One 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's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Price Performance

NASDAQ:MSFT opened at $498.41 on Wednesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market cap of $3.70 trillion, a price-to-earnings ratio of 36.54, a price-to-earnings-growth ratio of 2.18 and a beta of 1.04. The company has a 50 day moving average price of $510.08 and a 200-day moving average price of $452.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results 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 firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction on 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 completion of the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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.

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