Petix & Botte Co Trims Holdings in Microsoft Corporation $MSFT

Petix & Botte Co reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 4,808 shares of the software giant’s stock after selling 60 shares during the quarter. Petix & Botte Co’s holdings in Microsoft were worth $1,805,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC lifted its holdings in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after acquiring an additional 95 shares during the last quarter. Strategic Financial Services Inc. lifted its holdings 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 worth $7,345,000 after acquiring an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. lifted its holdings in Microsoft by 147.9% during the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after buying an additional 1,043 shares in the last quarter. Intellus Advisors LLC acquired a new stake in Microsoft during the 4th quarter worth approximately $16,075,000. Finally, Meridian Wealth Advisors LLC lifted its holdings in Microsoft by 3.8% during the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant’s stock worth $23,144,000 after buying an additional 2,014 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.4%

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

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. BMO Capital Markets increased their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. DA Davidson lifted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a report on Thursday, July 31st. Citigroup raised their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a report on Tuesday, July 22nd. Finally, Raymond James Financial raised their price objective on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. 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’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

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.