Okabena Investment Services Inc. Purchases 2,812 Shares of Microsoft Corporation $MSFT

Okabena Investment Services Inc. lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 10.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,879 shares of the software giant’s stock after acquiring an additional 2,812 shares during the period. Microsoft accounts for approximately 2.8% of Okabena Investment Services Inc.’s investment portfolio, making the stock its 9th biggest holding. Okabena Investment Services Inc.’s holdings in Microsoft were worth $11,216,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Coalescence Partners Investment Management LP grew its position in Microsoft by 37.4% during the 1st quarter. Coalescence Partners Investment Management LP now owns 101,892 shares of the software giant’s stock worth $38,249,000 after purchasing an additional 27,737 shares during the period. Truvestments Capital LLC raised its position in Microsoft by 4.6% during the first quarter. Truvestments Capital LLC now owns 16,601 shares of the software giant’s stock worth $6,232,000 after acquiring an additional 737 shares during the period. Wealth Preservation Advisors LLC acquired a new stake in Microsoft in the 1st quarter worth about $9,091,000. B. Metzler seel. Sohn & Co. AG boosted its holdings in Microsoft by 3.3% in the 1st quarter. B. Metzler seel. Sohn & Co. AG now owns 1,730,008 shares of the software giant’s stock worth $649,426,000 after buying an additional 55,735 shares during the last quarter. Finally, Delta Investment Management LLC boosted its holdings in Microsoft by 69.3% in the 1st quarter. Delta Investment Management LLC now owns 59,561 shares of the software giant’s stock worth $22,359,000 after buying an additional 24,388 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president 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 sale was disclosed in a legal filing with the SEC, which is available at this link. 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 value 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. This trade 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 owned by corporate insiders.

Microsoft Trading Up 0.1%

NASDAQ:MSFT opened at $501.01 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $3.72 trillion, a PE ratio of 36.73, a price-to-earnings-growth ratio of 2.19 and a beta of 1.04. The stock has a fifty day simple moving average of $510.32 and a 200-day simple moving average of $453.05.

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

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of analyst reports. Stifel Nicolaus upped their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. Royal Bank Of Canada raised their price objective 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. Wedbush raised their price objective on shares of Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Oppenheimer upped their price objective on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Truist Financial increased their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. 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. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price 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.