Microsoft Corporation $MSFT Stake Raised by Hamilton Capital Partners LLC

Hamilton Capital Partners LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 41.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 51,529 shares of the software giant’s stock after buying an additional 15,204 shares during the quarter. Microsoft comprises about 6.0% of Hamilton Capital Partners LLC’s investment portfolio, making the stock its 8th biggest position. Hamilton Capital Partners LLC’s holdings in Microsoft were worth $19,075,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the fourth quarter worth about $36,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares in the last quarter. Finally, University of Illinois Foundation acquired a new position in shares of Microsoft in the second quarter valued at approximately $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some bullish voices argue the selloff has made Microsoft look oversold, with analysts and strategists like Dan Ives calling the pullback a buying opportunity and pointing to Microsoft’s long-term AI and cloud strength. Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
• Positive Sentiment: Michael Burry disclosed long-dated call options on Microsoft, a signal that at least one high-profile investor sees significant upside over the next several years. “Big Short” Legend Michael Burry Just Bet Big on Microsoft
• Positive Sentiment: Microsoft also announced new enterprise partnerships, including integrations that expand its cloud, AI, and cybersecurity ecosystem, which supports the long-term growth story. Microsoft (MSFT) Expands Operations With a New Strategic Partnership
• Neutral Sentiment: Several articles frame the stock’s recent weakness as a value-versus-trap debate, reflecting uncertainty rather than a clear new catalyst. Microsoft Stock: Value Trap or Buying Opportunity?
• Neutral Sentiment: Microsoft is also facing fresh regulatory and legal scrutiny, including an EU gatekeeper review, an Italy antitrust probe, and a copyright lawsuit tied to AI training data, which adds headline risk. Microsoft (MSFT) Faces EU Gatekeeper Move And Italy Antitrust Probe
• Negative Sentiment: Brokerage sentiment has also turned more cautious, with Stifel cutting its price target and keeping a Hold rating amid margin concerns. Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
• Negative Sentiment: Investor lawsuits and class-action notices related to alleged securities fraud and Copilot deficiencies are adding to sentiment pressure around the stock. Deadline Alert: Microsoft Corporation (MSFT) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of analyst reports. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research report on Friday, May 22nd. BMO Capital Markets cut their price target on Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a report on Tuesday, April 28th. Wells Fargo & Company increased their price target on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Oppenheimer restated an “outperform” rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Finally, Truist Financial decreased their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $560.86.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $368.57 on Tuesday. The stock’s 50-day moving average is $409.33 and its 200-day moving average is $420.11. The company has a market cap of $2.74 trillion, a price-to-earnings ratio of 21.94, a price-to-earnings-growth ratio of 1.34 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 EPS. The company’s revenue was up 18.3% compared to the same quarter last year. Equities analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.

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).