Aprio Wealth Management LLC Boosts Holdings in Microsoft Corporation $MSFT

Aprio Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 32.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,914 shares of the software giant’s stock after acquiring an additional 6,107 shares during the period. Microsoft accounts for 1.2% of Aprio Wealth Management LLC’s holdings, making the stock its 20th biggest position. Aprio Wealth Management LLC’s holdings in Microsoft were worth $9,352,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Fosun International Ltd raised its stake in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after purchasing an additional 23 shares during the period. Gagnon Securities LLC raised its stake in Microsoft by 3.5% during the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock worth $264,000 after purchasing an additional 24 shares during the period. Alliance Wealth Management Group raised its stake in Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock worth $2,368,000 after purchasing an additional 25 shares during the period. Guidance Point Advisors LLC raised its stake in Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock worth $1,811,000 after purchasing an additional 25 shares during the period. Finally, Orin Green Financial LLC raised its stake in Microsoft by 1.2% during the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant’s stock worth $767,000 after purchasing an additional 25 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 1.8%

NASDAQ MSFT opened at $509.90 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 stock has a market capitalization of $3.79 trillion, a PE ratio of 37.38, a price-to-earnings-growth ratio of 2.19 and a beta of 1.04. The firm has a 50 day moving average of $510.55 and a two-hundred day moving average of $453.82.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 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 during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the previous year, the business posted $2.95 EPS. The firm’s 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 EPS for the current fiscal year.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent analyst reports. BMO Capital Markets lifted their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Evercore ISI lifted their price target on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. The Goldman Sachs Group lifted 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. Morgan Stanley lifted 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. Finally, Jefferies Financial Group lifted their price target on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One equities research 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 stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $612.54.

Microsoft 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.