Microsoft Corporation $MSFT Stock Holdings Lessened by Beaird Harris Wealth Management LLC

Beaird Harris Wealth Management LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,057 shares of the software giant’s stock after selling 249 shares during the quarter. Beaird Harris Wealth Management LLC’s holdings in Microsoft were worth $2,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter worth approximately $31,000. Newton One Investments LLC increased its holdings in 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 buying an additional 30 shares during the last quarter. LSV Asset Management acquired a new position in Microsoft in the fourth quarter worth approximately $44,000. Fairway Wealth LLC acquired a new position in Microsoft in the fourth quarter worth approximately $62,000. Finally, IFS Advisors LLC increased its holdings in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after buying an additional 50 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction 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 in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.8%

Shares of MSFT stock 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 firm’s fifty day simple moving average is $510.55 and its 200 day simple moving average is $453.82. The firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a price-to-earnings-growth ratio of 2.19 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the firm posted $2.95 earnings per share. Microsoft’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. 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. Scotiabank lifted their price target on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. DA Davidson lifted their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Stifel Nicolaus lifted their price target 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, TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 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 issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

Microsoft Company 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.