Curi RMB Capital LLC Purchases 16,636 Shares of Microsoft Corporation $MSFT

Curi RMB Capital LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 4.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 379,937 shares of the software giant’s stock after acquiring an additional 16,636 shares during the period. Microsoft makes up 3.5% of Curi RMB Capital LLC’s portfolio, making the stock its biggest position. Curi RMB Capital LLC’s holdings in Microsoft were worth $142,625,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Newton One Investments LLC increased its holdings in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the 4th quarter valued at about $31,000. LSV Asset Management acquired a new position in Microsoft during the 4th quarter valued at about $44,000. IFS Advisors LLC increased its stake in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the period. Finally, Fairway Wealth LLC acquired a new position in Microsoft during the 4th quarter valued at about $62,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 completion of 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 sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 completion of 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. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Citigroup raised their target price on shares of Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research note on Tuesday, July 22nd. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price on the stock in a research note on Thursday, July 31st. Wells Fargo & Company reissued an “overweight” rating and set a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. DA Davidson raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Raymond James Financial raised their target price on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Microsoft Stock Performance

Shares of MSFT opened at $509.90 on Friday. The firm’s 50 day moving average is $510.55 and its 200-day moving average is $453.82. The stock has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.19 and a beta of 1.04. 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 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced 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 company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS 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.