1 North Wealth Services LLC Decreases Position in Microsoft Corporation $MSFT

1 North Wealth Services LLC cut its position in Microsoft Corporation (NASDAQ:MSFT) by 3.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 658 shares of the software giant’s stock after selling 25 shares during the period. 1 North Wealth Services LLC’s holdings in Microsoft were worth $247,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. Newton One Investments LLC raised its holdings in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $31,000. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $44,000. IFS Advisors LLC raised its holdings in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after purchasing an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $62,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’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 completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MSFT shares. Oppenheimer boosted their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Jefferies Financial Group boosted their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Mizuho boosted their target price on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Stifel Nicolaus boosted their target price on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, July 28th. Finally, Barclays restated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Stock Up 1.8%

Shares of Microsoft stock opened at $509.90 on Friday. 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 Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm’s 50-day moving average is $510.55 and its two-hundred day moving average is $453.82. The stock has a market cap of $3.79 trillion, a price-to-earnings ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last issued its earnings results 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company 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 business earned $2.95 EPS. The firm’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, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

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.