Copperleaf Capital LLC Increases Position in Microsoft Corporation $MSFT

Copperleaf Capital LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,575 shares of the software giant’s stock after acquiring an additional 104 shares during the period. Microsoft comprises approximately 1.5% of Copperleaf Capital LLC’s portfolio, making the stock its 17th largest position. Copperleaf Capital LLC’s holdings in Microsoft were worth $2,468,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of MSFT. Newton One Investments LLC grew its stake in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft during the fourth quarter worth $31,000. LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter worth $44,000. IFS Advisors LLC grew its stake 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 in the last quarter. Finally, Fairway Wealth LLC acquired a new position in shares of Microsoft during the fourth quarter worth $62,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Sanford C. Bernstein upped their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Truist Financial upped their target price on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Barclays reaffirmed an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Loop Capital upped their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Finally, BMO Capital Markets upped their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This 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 1.8%

Shares of MSFT opened at $509.90 on Friday. 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’s 50-day moving average is $510.55 and its two-hundred day moving average is $453.82. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

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.