Jacobi Capital Management LLC Has $17.54 Million Stock Position in Microsoft Corporation $MSFT

Jacobi Capital Management LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 46,730 shares of the software giant’s stock after purchasing an additional 1,076 shares during the period. Microsoft accounts for approximately 1.3% of Jacobi Capital Management LLC’s holdings, making the stock its 9th biggest position. Jacobi Capital Management LLC’s holdings in Microsoft were worth $17,542,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the stock. Brady Martz Wealth Solutions LLC lifted its stake in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Strategic Financial Services Inc. raised its holdings in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock valued at $7,345,000 after acquiring an additional 1,268 shares during the period. Elevate Wealth Advisory Inc. raised its holdings in shares of Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock valued at $737,000 after acquiring an additional 1,043 shares during the period. Intellus Advisors LLC acquired a new position in Microsoft in the 4th quarter valued at approximately $16,075,000. Finally, Bridgeway Capital Management LLC increased its stake in Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock valued at $32,463,000 after buying an additional 6,617 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents 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 corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on MSFT shares. DA Davidson upped their price objective 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. Evercore ISI boosted their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Loop Capital boosted their target price on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. The Goldman Sachs Group boosted their target price on shares of Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a research report on Wednesday, May 21st. Finally, TD Cowen boosted their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. 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 company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Microsoft Price Performance

NASDAQ MSFT opened at $509.90 on Monday. 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 Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a fifty day simple moving average of $510.55 and a 200 day simple moving average of $454.62. The company has a market cap of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating 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 firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm earned $2.95 EPS. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

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.