Hamilton Wealth LLC Has $28.25 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Hamilton Wealth LLC increased its Microsoft stake by 5.5% in the fourth quarter, adding 3,039 shares to reach 58,410 shares valued at about $28.25 million. Microsoft now accounts for roughly 5.3% of the firm’s portfolio.
• Microsoft’s latest results beat expectations, with quarterly EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion expected. Revenue rose 18.3% year over year, and the company continues to show strong profitability.
• Wall Street remains broadly positive on MSFT, with 41 analysts rating it a Buy and an average target price of $561.20. However, the article also notes some concerns around AI spending, valuation, and legal scrutiny.

Hamilton Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,410 shares of the software giant's stock after buying an additional 3,039 shares during the quarter. Microsoft makes up approximately 5.3% of Hamilton Wealth LLC's portfolio, making the stock its 6th biggest position. Hamilton Wealth LLC's holdings in Microsoft were worth $28,248,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. BFI Wealth Solutions LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at about $516,000. WealthPoint Financial LLC acquired a new position in shares of Microsoft in the fourth quarter worth approximately $1,709,000. Van Diest Capital LLC acquired a new position in shares of Microsoft in the fourth quarter worth approximately $2,842,000. Compound Planning Inc. boosted its holdings in Microsoft by 9.4% in the fourth quarter. Compound Planning Inc. now owns 123,045 shares of the software giant's stock valued at $59,507,000 after acquiring an additional 10,582 shares during the last quarter. Finally, Claris Financial LLC acquired a new stake in Microsoft during the 4th quarter valued at approximately $6,809,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

Microsoft stock opened at $379.40 on Friday. The stock has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.36 and a beta of 1.11. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock's 50 day moving average price is $412.27 and its two-hundred day moving average price is $425.90. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 EPS. On average, equities analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value 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 approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly building a more than $1 billion annual AI and cloud business with ByteDance in China, underscoring strong demand for its Azure and OpenAI-related services. Microsoft Scores Massive China AI Win as TikTok Parent Eyes $1 Billion Spend
• Positive Sentiment: OpenAI’s push to monetize ChatGPT with ads highlights continued AI commercialization, which may support sentiment around Microsoft’s OpenAI stake and AI strategy. OpenAI Brings ChatGPT Ads to Japan
• Neutral Sentiment: Microsoft is said to be moving Copilot to usage-based pricing and exploring cheaper AI models, a sign it is trying to improve margins as AI infrastructure costs rise. Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
• Negative Sentiment: Several reports say investors are increasingly worried about Microsoft’s AI valuation, spending, and monetization, which is weighing on the stock. Microsoft Faces AI Expectations Test
• Negative Sentiment: Microsoft is also facing securities class-action lawsuits and investigations over alleged misleading AI-related statements, adding legal uncertainty. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal suggest possible friction in securing additional cloud capacity. Why Microsoft Stock Slumped Today

Analyst Upgrades and Downgrades

Several research analysts have issued reports on MSFT shares. Sanford C. Bernstein raised their price target on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. Citigroup assumed coverage on shares of Microsoft in a research report on Monday, June 1st. They set a "market outperform" rating for the company. Arete Research lifted their target price on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Dbs Bank lowered their target price on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Finally, Stifel Nicolaus boosted their target price on shares of Microsoft from $392.00 to $415.00 and gave the company a "hold" rating in a report on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $561.20.

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).

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