Blue Rock Wealth Management LLC Grows Holdings in Microsoft Corporation $MSFT

Blue Rock Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 115.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,371 shares of the software giant’s stock after buying an additional 3,957 shares during the quarter. Microsoft accounts for about 2.3% of Blue Rock Wealth Management LLC’s investment portfolio, making the stock its 14th largest holding. Blue Rock Wealth Management LLC’s holdings in Microsoft were worth $2,767,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in MSFT. Norges Bank acquired a new stake in shares of Microsoft during the 4th quarter valued at approximately $44,343,058,000. Nuveen LLC acquired a new stake in shares of Microsoft during the 1st quarter valued at approximately $18,733,827,000. GAMMA Investing LLC raised its position in shares of Microsoft by 40,290.4% during the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock valued at $17,528,950,000 after acquiring an additional 46,579,693 shares in the last quarter. Northern Trust Corp raised its position in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in Microsoft by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant’s stock worth $288,336,224,000 after buying an additional 10,431,988 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ:MSFT opened at $509.90 on Friday. The business’s 50-day moving average price is $510.55 and its 200 day moving average price is $454.19. The firm has a market cap of $3.79 trillion, a P/E ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. 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 (NASDAQ:MSFT) last released 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. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 directly owned 39,111 shares in the company, 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 insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on MSFT shares. Jefferies Financial Group raised their target price on Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Loop Capital raised their target price on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, August 2nd. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Royal Bank Of Canada raised their price target on Microsoft from $525.00 to $640.00 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 given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has an average 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.