Helium Advisors LLC Acquires 7,062 Shares of Microsoft Corporation $MSFT

Key Points

• Helium Advisors increased its Microsoft stake by 41.4% in the first quarter, acquiring 7,062 shares and bringing its holdings to 24,137 shares worth approximately $8.94 million. Microsoft now represents 8.5% of the fund’s portfolio and is its largest position.
• Microsoft reported a strong quarter, with revenue of $90.01 billion and adjusted EPS of $4.74, beating analyst estimates. Azure revenue rose 43% year over year, while paid Microsoft 365 Copilot seats exceeded 30 million, supporting optimism around cloud and AI growth.
• Analysts maintain a generally bullish outlook, with 42 Buy ratings and five Holds, but Microsoft faces risks from high AI-investment costs, data-center power constraints, regulatory scrutiny, a reported cloud-security flaw and securities litigation announcements.

Helium Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 41.4% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,137 shares of the software giant's stock after purchasing an additional 7,062 shares during the period. Microsoft comprises 8.5% of Helium Advisors LLC's portfolio, making the stock its largest position. Helium Advisors LLC's holdings in Microsoft were worth $8,935,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC increased its stake 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. Bernzott Capital Advisors acquired a new stake in Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC grew its holdings in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares in the last quarter. Finally, LSV Asset Management acquired a new position in Microsoft during the 4th quarter worth $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Analyst Ratings Changes

Several research firms have recently weighed in on MSFT. Mizuho dropped their target price on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Truist Financial reaffirmed a "buy" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research note on Thursday. Arete Research boosted their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $558.64.

Microsoft Trading Up 3.0%

Microsoft stock opened at $464.72 on Friday. The firm's 50-day moving average is $397.99 and its 200-day moving average is $405.96. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.27 and a current ratio of 1.23. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a market cap of $3.45 trillion, a P/E ratio of 25.88, a PEG ratio of 1.41 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the business posted $3.65 EPS. The company's quarterly revenue was up 17.7% on a year-over-year basis. On average, equities analysts expect that Microsoft Corporation will post 19.53 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is presently 20.27%.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the chief executive officer 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 through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by insiders.

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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