AlTi Global Inc. Sells 16,726 Shares of Microsoft Corporation $MSFT

AlTi Global Inc. lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.4% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 79,396 shares of the software giant’s stock after selling 16,726 shares during the period. Microsoft accounts for about 0.8% of AlTi Global Inc.’s portfolio, making the stock its 19th largest position. AlTi Global Inc.’s holdings in Microsoft were worth $29,805,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Newton One Investments LLC grew 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 worth $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. bought a new stake in shares of Microsoft during the fourth quarter worth $31,000. LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter worth $44,000. IFS Advisors LLC grew 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 worth $57,000 after purchasing an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC acquired a new position in shares of Microsoft during the fourth quarter valued at $62,000. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The stock was 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 approximately $20,624,012.52. The trade was a 11.03% 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.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on MSFT. Bank of America upped their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Morgan Stanley upped their price target on Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. UBS Group reaffirmed a “buy” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Sanford C. Bernstein upped their price target on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Trading Up 1.8%

NASDAQ:MSFT opened at $509.90 on Friday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business’s 50-day moving average price is $510.55 and its two-hundred day moving average price is $453.82. 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 firm has a market capitalization 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 released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm posted $2.95 earnings per share. The company’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current 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.