Lee Financial Co Sells 2,263 Shares of Microsoft Corporation $MSFT

Lee Financial Co lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 13.3% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 14,796 shares of the software giant’s stock after selling 2,263 shares during the quarter. Microsoft accounts for 0.8% of Lee Financial Co’s portfolio, making the stock its 16th biggest position. Lee Financial Co’s holdings in Microsoft were worth $5,554,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. WFA Asset Management Corp lifted its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its position in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its position in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.4%

NASDAQ MSFT opened at $500.37 on Thursday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market cap of $3.72 trillion, a P/E ratio of 36.68, a P/E/G ratio of 2.18 and a beta of 1.04. The stock’s fifty day moving average price is $510.26 and its 200-day moving average price is $452.38. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The company’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the 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 sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent analyst reports. Barclays restated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Wedbush upped their target price on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. DA Davidson upped their target price on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report 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. Finally, Oppenheimer upped their target price on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. One equities research 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’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft 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.