Modera Wealth Management LLC Sells 10,086 Shares of Microsoft Corporation $MSFT

Modera Wealth Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 377,588 shares of the software giant’s stock after selling 10,086 shares during the period. Microsoft accounts for 1.7% of Modera Wealth Management LLC’s holdings, making the stock its 13th biggest holding. Modera Wealth Management LLC’s holdings in Microsoft were worth $139,772,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MSFT. Juno Financial Group LLC increased its holdings in Microsoft by 0.7% in the first quarter. Juno Financial Group LLC now owns 14,019 shares of the software giant’s stock valued at $5,190,000 after purchasing an additional 101 shares during the period. Assetmark Inc. lifted its holdings in Microsoft by 6.1% during the 1st quarter. Assetmark Inc. now owns 2,023,261 shares of the software giant’s stock worth $748,951,000 after buying an additional 116,547 shares during the period. NovaPoint Capital LLC lifted its holdings in Microsoft by 6.5% during the 1st quarter. NovaPoint Capital LLC now owns 30,785 shares of the software giant’s stock worth $11,396,000 after buying an additional 1,889 shares during the period. PeakShares LLC grew its position in shares of Microsoft by 58.2% in the 1st quarter. PeakShares LLC now owns 4,412 shares of the software giant’s stock valued at $1,633,000 after buying an additional 1,623 shares during the last quarter. Finally, Paradigm Capital Management LLC NV grew its position in shares of Microsoft by 23.4% in the 1st quarter. Paradigm Capital Management LLC NV now owns 6,160 shares of the software giant’s stock valued at $2,280,000 after buying an additional 1,168 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on MSFT. Piper Sandler raised their price objective on Microsoft from $540.00 to $550.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Barclays reduced their target price on Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a report on Thursday. Arete Research increased their target price on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada restated an “outperform” rating and set a $640.00 price target on shares of Microsoft in a report on Thursday. Finally, Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $558.64.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $464.72 on Monday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The business’s 50-day moving average is $397.99 and its 200-day moving average is $405.45. The company has a market capitalization of $3.45 trillion, a price-to-earnings ratio of 25.88, a P/E/G ratio of 1.48 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm’s revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the firm posted $3.65 earnings per share. Equities research analysts predict that Microsoft Corporation will post 19.53 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).