Financial Insights Inc. Has $16.89 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Financial Insights Inc. reduced its Microsoft stake by 5.2% in the first quarter, but still held 45,626 shares valued at $16.89 million, representing 5.5% of its portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft exceeded quarterly expectations, reporting $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year. Analysts remain bullish, with a “Moderate Buy” consensus and an average price target of $560.27.
• Executives have sold shares recently, while investors weigh Microsoft’s strong AI and Azure growth against concerns that roughly $175 billion in planned AI infrastructure spending could pressure free cash flow and cloud margins.

Financial Insights Inc. decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 45,626 shares of the software giant's stock after selling 2,485 shares during the quarter. Microsoft makes up 5.5% of Financial Insights Inc.'s investment portfolio, making the stock its 4th biggest holding. Financial Insights Inc.'s holdings in Microsoft were worth $16,890,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC grew its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management acquired a new stake in Microsoft in the 4th quarter valued at $44,000. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company's stock, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 37,310 shares of company stock valued at $17,256,219. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Down 0.3%

Shares of MSFT opened at $495.40 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a 50 day moving average price of $411.27 and a 200-day moving average price of $408.50. The firm has a market cap of $3.68 trillion, a price-to-earnings ratio of 27.58, a PEG ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for 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 business's revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.65 earnings per share. As a group, equities research analysts forecast that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft's payout ratio is currently 20.27%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
• Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
• Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
• Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Analysts Set New Price Targets

Several research analysts have weighed in on MSFT shares. The Goldman Sachs Group restated a "buy" rating and set a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Wells Fargo & Company raised their target price on Microsoft from $650.00 to $700.00 and gave the company an "overweight" rating in a research report on Wednesday. Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research note on Monday. Finally, Cantor Fitzgerald increased their price objective on Microsoft from $502.00 to $522.00 and gave the company an "overweight" rating in a report on Monday, July 27th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $560.27.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source