Microsoft Corporation $MSFT Stake Raised by SWAN Capital LLC

SWAN Capital LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,014 shares of the software giant’s stock after acquiring an additional 38 shares during the period. Microsoft comprises about 0.2% of SWAN Capital LLC’s holdings, making the stock its 27th largest holding. SWAN Capital LLC’s holdings in Microsoft were worth $380,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Triune Financial Partners LLC raised its stake in shares of Microsoft by 38.0% during the 1st quarter. Triune Financial Partners LLC now owns 1,339 shares of the software giant’s stock worth $503,000 after purchasing an additional 369 shares in the last quarter. Siren L.L.C. raised its stake in shares of Microsoft by 23.9% during the 1st quarter. Siren L.L.C. now owns 28,500 shares of the software giant’s stock worth $10,699,000 after purchasing an additional 5,500 shares in the last quarter. Mattson Financial Services LLC raised its stake in shares of Microsoft by 29.0% during the 1st quarter. Mattson Financial Services LLC now owns 25,922 shares of the software giant’s stock worth $9,731,000 after purchasing an additional 5,834 shares in the last quarter. BOS Asset Management LLC raised its stake in shares of Microsoft by 2.3% during the 1st quarter. BOS Asset Management LLC now owns 7,307 shares of the software giant’s stock worth $2,743,000 after purchasing an additional 167 shares in the last quarter. Finally, WBI Investments LLC purchased a new stake in shares of Microsoft during the 1st quarter worth about $2,349,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

MSFT opened at $509.90 on Monday. The firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. The stock’s 50 day moving average price is $510.55 and its two-hundred day moving average price is $454.62. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

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, beating 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%.The company’s revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred on 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 sale, 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 position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at $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.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on MSFT shares. Scotiabank raised their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, August 2nd. Evercore ISI increased their price objective on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a report on Friday, July 25th. Finally, UBS Group reissued a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. One 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.