Harmony Asset Management LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Harmony Asset Management LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,112 shares of the software giant's stock after buying an additional 2,534 shares during the quarter. Microsoft makes up about 3.4% of Harmony Asset Management LLC's holdings, making the stock its 6th biggest holding. Harmony Asset Management LLC's holdings in Microsoft were worth $11,147,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% in 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 during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter worth about $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in 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 during the last quarter. Finally, LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter valued at approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations: Azure revenue increased 43%, ahead of roughly 40% analyst expectations, and annual Azure revenue surpassed $100 billion for the first time. The performance eased concerns that demand for AI infrastructure might be slowing. Microsoft tops quarterly cloud growth estimates
• Positive Sentiment: Strong earnings beat: Microsoft reported $4.74 in adjusted EPS versus a $4.24 consensus estimate and $90.01 billion in revenue versus expectations of $87.62 billion. Revenue rose 17.7% year over year, while profit increased about 31%. Microsoft fourth-quarter earnings
• Positive Sentiment: AI monetization is accelerating: Microsoft 365 Copilot surpassed 30 million paid seats, while management described the next growth phase as a “per seat plus consumption” model. Investors viewed Azure and Copilot adoption as evidence that AI investments are translating into commercial demand.
• Positive Sentiment: Spending concerns moderated: Microsoft held its capital-expenditure outlook broadly steady and said it expects continued cash generation in fiscal 2027. Management also said GPU spending could be adjusted if demand weakens, helping counter fears of unchecked AI-related cash burn. Microsoft keeps capex forecast unchanged
• Positive Sentiment: Backlog and analyst support improved: Commercial remaining performance obligations reached a record $678 billion, up 84% year over year. RBC, Goldman Sachs, BMO, TD Cowen and DA Davidson were among firms maintaining positive ratings or raising targets.
• Neutral Sentiment: Xbox strategy: New gaming chief Asha Sharma aims to exceed peers’ margins by 2030 through Minecraft investment and partnerships, including in China. The plan could support longer-term profitability but remains execution-dependent. Microsoft Xbox margin plan
• Negative Sentiment: Risks remain: Wiz reported a cloud vulnerability that could have exposed Microsoft customers, while U.K. regulators are investigating Microsoft 365 subscription marketing. Several securities-fraud law firms also publicized shareholder lawsuits. These developments are potential overhangs, although they did not offset the earnings-driven optimism.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of Microsoft 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 transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company's stock.

Microsoft Stock Up 15.5%

MSFT stock opened at $451.10 on Friday. The company has a market cap of $3.35 trillion, a price-to-earnings ratio of 25.12, a P/E/G ratio of 1.20 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The business's 50-day moving average is $397.07 and its two-hundred day moving average is $405.54. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 33.07% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the company posted $3.65 EPS. The business's quarterly revenue was up 17.7% compared to the same quarter last year. As a group, analysts forecast that Microsoft Corporation will post 19.28 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. TD Cowen reaffirmed a "buy" rating and issued a $540.00 price objective on shares of Microsoft in a research report on Thursday. Stifel Nicolaus upped their price target on Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a report on Thursday. Robert W. Baird dropped their price objective on Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 15th. New Street Research decreased their target price on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn lowered their target price on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research note on Thursday, April 23rd. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $558.64.

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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