Texas Capital Bank Wealth Management Services Inc raised its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 35,206 shares of the software giant’s stock after acquiring an additional 3,824 shares during the quarter. Microsoft makes up approximately 1.3% of Texas Capital Bank Wealth Management Services Inc’s investment portfolio, making the stock its 11th largest position. Texas Capital Bank Wealth Management Services Inc’s holdings in Microsoft were worth $13,216,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. Brady Martz Wealth Solutions LLC increased its position in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after buying an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its stake in shares of Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock valued at $7,345,000 after purchasing an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. lifted its stake in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock valued at $737,000 after purchasing an additional 1,043 shares during the last quarter. Intellus Advisors LLC acquired a new position in Microsoft during the 4th quarter worth about $16,075,000. Finally, Meridian Wealth Advisors LLC raised its position in Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant’s stock valued at $23,144,000 after purchasing an additional 2,014 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several brokerages have recently weighed in on MSFT. DA Davidson raised their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Stifel Nicolaus raised their price target on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. Mizuho boosted their target price on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Oppenheimer boosted their price target on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Royal Bank Of Canada boosted their target price on shares of Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $612.54.
Microsoft Stock Up 0.4%
Shares of Microsoft stock opened at $500.37 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market capitalization of $3.72 trillion, a price-to-earnings ratio of 36.68, a PEG ratio of 2.18 and a beta of 1.04. The business’s 50 day simple moving average is $510.26 and its 200-day simple moving average is $452.38.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate 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 last year, the firm earned $2.95 EPS. The firm’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.
Insider Buying and Selling at Microsoft
In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s 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 completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction 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 directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.
About Microsoft
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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