Microsoft Corporation $MSFT Holdings Lifted by Schmidt P J Investment Management Inc.

Schmidt P J Investment Management Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 86,036 shares of the software giant’s stock after purchasing an additional 582 shares during the period. Microsoft comprises approximately 5.9% of Schmidt P J Investment Management Inc.’s holdings, making the stock its 2nd largest holding. Schmidt P J Investment Management Inc.’s holdings in Microsoft were worth $32,297,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the 4th quarter valued at approximately $31,000. Newton One Investments LLC raised its stake in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter valued at $44,000. Fairway Wealth LLC purchased a new stake in shares of Microsoft in the 4th quarter worth $62,000. Finally, IFS Advisors LLC increased its stake in shares of Microsoft by 50.0% in the 1st 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. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s 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 transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.8%

NASDAQ:MSFT opened at $509.90 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a fifty day simple moving average of $510.55 and a 200-day simple moving average of $454.62. 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 company has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a PEG ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the firm posted $2.95 earnings per share. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently weighed in on MSFT. Bank of America upped their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Raymond James Financial increased their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Morgan Stanley increased their price target on shares of Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Finally, Royal Bank Of Canada increased their price objective on shares of Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $612.54.

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.