Monterey Private Wealth Inc. Increases Position in Microsoft Corporation $MSFT

Monterey Private Wealth Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.7% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,847 shares of the software giant’s stock after buying an additional 102 shares during the period. Microsoft makes up approximately 1.6% of Monterey Private Wealth Inc.’s portfolio, making the stock its 13th biggest holding. Monterey Private Wealth Inc.’s holdings in Microsoft were worth $5,573,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. WFA Asset Management Corp raised its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity 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 shares were 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 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 at 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 sale, the chief executive officer 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. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

MSFT stock opened at $501.01 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $3.72 trillion, a P/E ratio of 36.73, a PEG ratio of 2.19 and a beta of 1.04. The firm has a 50-day moving average of $510.32 and a 200 day moving average of $453.05. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT) last posted its quarterly 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the company posted $2.95 earnings per share. The business’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Analyst Ratings Changes

A number of research firms have recently commented on MSFT. Wells Fargo & Company restated an “overweight” rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Barclays restated an “overweight” rating and set a $625.00 price target on shares of Microsoft in a research report on Friday, August 29th. Cantor Fitzgerald boosted their price target on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. The Goldman Sachs Group boosted their price target on shares of Microsoft from $480.00 to $550.00 and gave the company a “buy” rating in a research report on Wednesday, May 21st. Finally, Morgan Stanley boosted their price target on shares of Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $612.54.

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.