Microsoft Corporation $MSFT Shares Bought by White Lighthouse Investment Management Inc.

White Lighthouse Investment Management Inc. grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,478 shares of the software giant’s stock after purchasing an additional 221 shares during the quarter. White Lighthouse Investment Management Inc.’s holdings in Microsoft were worth $2,432,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the 4th quarter worth $31,000. Newton One Investments LLC grew its position in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares in the last quarter. LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter worth about $44,000. Fairway Wealth LLC purchased a new stake in Microsoft during the fourth quarter worth approximately $62,000. Finally, IFS Advisors LLC lifted its stake in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after purchasing an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Royal Bank Of Canada boosted their price objective on Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. BMO Capital Markets upped their target price on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Stifel Nicolaus upped their price objective on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, July 28th. Barclays reiterated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. Finally, Bank of America increased their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report 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 company has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Price Performance

MSFT stock opened at $498.20 on Tuesday. 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 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market cap of $3.70 trillion, a P/E ratio of 36.52, a price-to-earnings-growth ratio of 2.16 and a beta of 1.04. The stock has a 50-day simple moving average of $509.95 and a 200-day simple moving average of $451.72.

Microsoft (NASDAQ:MSFT) last posted 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 business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the firm earned $2.95 earnings per share. The company’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred 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 owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 value of $75,315,699.90. Following the completion of the transaction, 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 disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

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.