Microsoft Corporation $MSFT Stock Position Lifted by Invesco Ltd.

Invesco Ltd. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 40,134,849 shares of the software giant's stock after purchasing an additional 886,288 shares during the period. Microsoft comprises approximately 2.9% of Invesco Ltd.'s holdings, making the stock its largest position. Invesco Ltd. owned approximately 0.54% of Microsoft worth $15,066,221,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Newton One Investments LLC grew its position in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the fourth quarter worth $31,000. LSV Asset Management bought a new stake in Microsoft in the 4th quarter valued at $44,000. IFS Advisors LLC boosted its holdings in 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 during the period. Finally, Fairway Wealth LLC bought a new stake in Microsoft in the 4th quarter valued at $62,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Up 0.6%

MSFT opened at $498.20 on Tuesday. The firm's 50-day simple moving average is $509.95 and its 200-day simple moving average is $451.72. 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 twelve month low of $344.79 and a twelve month high of $555.45. The firm 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 earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. The firm's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company'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 of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the company'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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, 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 corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on MSFT shares. Citigroup increased their price target on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a report on Tuesday, July 22nd. Morgan Stanley increased their price objective on shares of Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. The Goldman Sachs Group increased their price objective on shares of Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a research note on Wednesday, May 21st. Barclays restated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a research note on Friday, August 29th. Finally, UBS Group restated a "buy" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.