Hamilton Wealth LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Hamilton Wealth LLC increased its Microsoft holdings by 250.3% in the first quarter, adding 146,226 shares for a total position of 204,636 shares valued at $75.75 million. Microsoft now represents 5.4% of the firm’s portfolio.
• Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, surpassing analyst estimates, with revenue rising 17.7% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $560.27.
• Microsoft declared a quarterly dividend of $0.91 per share, while insiders sold $17.3 million of stock over the past three months. Investors are also weighing strong Azure and Copilot growth against concerns over heavy AI infrastructure spending and pressure on margins.

Hamilton Wealth LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 250.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 204,636 shares of the software giant's stock after buying an additional 146,226 shares during the period. Microsoft makes up 5.4% of Hamilton Wealth LLC's portfolio, making the stock its 5th biggest position. Hamilton Wealth LLC's holdings in Microsoft were worth $75,750,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft during the fourth quarter valued at approximately $36,000. Fairway Wealth LLC increased its holdings in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new position in Microsoft in the second quarter worth approximately $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of the business's 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 transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,310 shares of company stock valued at $17,256,219 over the last three months. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Trading Down 0.3%

NASDAQ MSFT opened at $495.40 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a fifty day simple moving average of $411.27 and a two-hundred day simple moving average of $408.50. 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 stock has a market cap of $3.68 trillion, a P/E ratio of 27.58, a P/E/G ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the firm earned $3.65 EPS. The firm's revenue was up 17.7% on a year-over-year basis. On average, analysts forecast that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Announces Dividend

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. The ex-dividend date of this dividend 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 presently 20.27%.

Key Microsoft News

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

MSFT has been the topic of a number of analyst reports. Stifel Nicolaus lifted their price objective on Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a research report on Thursday, July 30th. Truist Financial reiterated a "buy" rating and issued a $575.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Tigress Financial boosted their price objective on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Barclays dropped their price objective on Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Finally, President Capital raised their target price on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $560.27.

Microsoft Company 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).

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