Financial Planning Hawaii Inc. Buys Shares of 20,580 Microsoft Corporation $MSFT

Key Points

• Financial Planning Hawaii Inc. purchased 20,580 shares of Microsoft for about $9.95 million in Q4, making Microsoft roughly 5.7% of its holdings and the firm's second-largest position.
• Insider transactions: Director John W. Stanton bought 5,000 shares at an average $397.35, while EVP Kathleen T. Hogan sold 12,321 shares at an average $409.52.
• Microsoft recently beat quarterly estimates (EPS $4.14 vs. $3.86), has a consensus analyst rating of "Moderate Buy" with a $588.97 target, and declared a quarterly dividend of $0.91 (annualized $3.64, ~1.0% yield).

Financial Planning Hawaii Inc. purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 20,580 shares of the software giant's stock, valued at approximately $9,953,000. Microsoft comprises approximately 5.7% of Financial Planning Hawaii Inc.'s holdings, making the stock its 2nd largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft in the third quarter worth $38,000. Sellwood Investment Partners LLC purchased a new position in shares of Microsoft in the third quarter worth $49,000. University of Illinois Foundation purchased a new position in shares of Microsoft in the second quarter worth $50,000. Finally, Stance Capital LLC purchased a new position in shares of Microsoft in the third quarter worth $54,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Expanded marketing tie-up with Publicis strengthens Microsoft’s positioning in AI-driven advertising and marketing workflows, supporting revenue potential outside core cloud products. Read More.
• Positive Sentiment: Microsoft is rolling out enterprise AI infrastructure and governance (Agent 365 launch partners like Reply), which helps convert enterprise demand for managed AI agents into repeatable revenue. This is a strategic enterprise sales lever for Azure and services. Read More.
• Positive Sentiment: M12-backed RAAPID investment (healthcare AI) highlights Microsoft’s ecosystem play and could widen Azure/Microsoft Health adoption in a regulated vertical. Read More.
• Neutral Sentiment: Microsoft’s large backlog / remaining performance obligations (RPO) — cited above $625B in coverage — gives revenue visibility that could offset short-term margin pressure from capex. Read More.
• Neutral Sentiment: Upcoming April earnings release date (Q3 FY26) focuses investors on guidance and capex cadence — a scheduled catalyst that could swing sentiment either way. Read More.
• Negative Sentiment: Market concerns about sharply higher capital expenditures for AI infrastructure and faster-than-expected competition (Google/Anthropic) are pressuring margins and valuation multiples. Coverage highlights a “Copilot code red” overhaul and investor fear that AI buildout costs will persist. Read More.
• Negative Sentiment: Wave of senior departures raises execution and talent-retention concerns at a sensitive time for product rollouts. Investor nervousness on leadership stability amplifies sell-pressure. Read More.
• Negative Sentiment: Broader tech sell-off, geopolitical risk (Middle East) and headlines about developer/service disruptions (e.g., VeraCrypt account lock) are worsening sentiment and liquidity for big-cap tech stocks like MSFT. Read More. • Read More.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on MSFT. Benchmark began coverage on shares of Microsoft in a report on Wednesday, April 1st. They set a "buy" rating for the company. Bank of America began coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a "buy" rating and a $500.00 target price for the company. Barclays reissued an "overweight" rating on shares of Microsoft in a report on Monday, March 9th. JPMorgan Chase & Co. reduced their target price on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, Sanford C. Bernstein reissued an "outperform" rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $588.97.

Microsoft Stock Down 0.3%

Shares of NASDAQ MSFT opened at $373.07 on Friday. The company's 50-day simple moving average is $393.29 and its 200-day simple moving average is $459.09. Microsoft Corporation has a 52-week low of $355.67 and a 52-week high of $555.45. The firm has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.33, a price-to-earnings-growth ratio of 1.42 and a beta of 1.11. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same quarter last year, the business earned $3.23 earnings per share. The company's revenue for the quarter was up 16.7% compared to the same quarter last year. Equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft's payout ratio is presently 22.76%.

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).

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.