Rollins Financial Advisors LLC Has $42.58 Million Stock Position in Microsoft Corporation $MSFT

Rollins Financial Advisors LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 113,415 shares of the software giant's stock after selling 4,199 shares during the period. Microsoft accounts for 7.4% of Rollins Financial Advisors LLC's portfolio, making the stock its 3rd largest position. Rollins Financial Advisors LLC's holdings in Microsoft were worth $42,575,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the 4th quarter valued at about $31,000. Newton One Investments LLC raised its holdings in 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 purchasing an additional 30 shares during the period. LSV Asset Management acquired a new position in Microsoft in the 4th quarter worth about $44,000. Fairway Wealth LLC acquired a new position in Microsoft in the 4th quarter worth about $62,000. Finally, IFS Advisors LLC raised its holdings in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after acquiring an additional 50 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, 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 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. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, 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. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Stifel Nicolaus increased their target price on Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a report on Monday, July 28th. DA Davidson increased their price target on Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Oppenheimer increased their price target on Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Morgan Stanley increased their price target on Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Finally, Loop Capital increased their price target on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a report on Thursday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Microsoft Trading Up 1.8%

MSFT opened at $509.90 on Monday. The firm has a market cap of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.23 and a beta of 1.04. The business has a fifty day simple moving average of $510.55 and a 200-day simple moving average of $454.62. 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.

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 return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the business posted $2.95 earnings per share. Microsoft's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current 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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