SCS Capital Management LLC Has $28.25 Million Position in Microsoft Corporation $MSFT

Key Points

• SCS Capital Management LLC reduced its holdings in Microsoft Corporation by 57.7%, selling 102,454 shares, and ended the quarter owning 75,260 shares valued at approximately $28.25 million.
• Analysts have updated their price targets for Microsoft, with multiple firms setting targets as high as $650.00, reflecting strong buy ratings and a consensus price target of $612.54.
• Microsoft's CEO, Satya Nadella, sold 149,205 shares at an average price of $504.78, resulting in a significant decrease in his shareholding, which now stands at approximately $399.2 million.

SCS Capital Management LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 57.7% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 75,260 shares of the software giant's stock after selling 102,454 shares during the period. SCS Capital Management LLC's holdings in Microsoft were worth $28,252,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the business. WFA Asset Management Corp raised its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its position in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

A number of research firms have weighed in on MSFT. Raymond James Financial boosted their price objective on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. UBS Group reissued a "buy" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Wells Fargo & Company restated an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Mizuho upped their price target on Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Oppenheimer upped their price target on Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research report 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 given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Buying and Selling at Microsoft

In other Microsoft 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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction 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 transaction, 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 position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Microsoft Trading Up 1.8%

Shares of NASDAQ MSFT traded up $8.89 during trading on Friday, hitting $509.90. 23,610,304 shares of the company traded hands, compared to its average volume of 20,166,356. 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 firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04. The company has a 50-day moving average price of $510.55 and a 200-day moving average price of $454.19. 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 released 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 company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the firm earned $2.95 EPS. The company's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 EPS 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.