Modera Wealth Management LLC Has $139.77 Million Holdings in Microsoft Corporation $MSFT

Modera Wealth Management LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor 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 largest position. Modera Wealth Management LLC’s holdings in Microsoft were worth $139,772,000 as of its most recent SEC filing.

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

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

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s 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 sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

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

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 net margin of 40.31% and a return on equity of 31.98%. The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.65 EPS. Equities research analysts predict that Microsoft Corporation will post 19.53 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Argus reduced their price target on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Robert W. Baird decreased their price objective on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 15th. New Street Research cut their target price on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, Sanford C. Bernstein raised their target price on Microsoft from $646.00 to $647.00 and gave the company an “outperform” rating in a report on Thursday. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $558.64.

About Microsoft

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).