hemming& Wealth Management Inc. Buys New Position in Microsoft Corporation $MSFT

Key Points

• hemming& Wealth Management Inc. initiated a new Microsoft position in the fourth quarter, buying 2,199 shares valued at about $1.06 million. Microsoft now makes up roughly 0.7% of the firm’s portfolio and is its 10th-largest holding.
• Microsoft continues to attract heavy institutional interest, with large investors like Norges Bank, Nuveen, and UBS AM adding substantial stakes. Overall, institutional investors own 71.13% of the company.
• The stock has seen mixed signals: strong AI-related demand and solid earnings support the bullish case, but insider selling, class-action lawsuits, and concerns around Copilot and gaming execution are weighing on sentiment.

hemming& Wealth Management 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 2,199 shares of the software giant's stock, valued at approximately $1,064,000. Microsoft accounts for about 0.7% of hemming& Wealth Management Inc.'s portfolio, making the stock its 10th biggest position.

Several other large investors have also added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Microsoft during the 4th quarter valued at about $50,664,631,000. Nuveen LLC bought a new position in Microsoft in the first quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after buying an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after buying an additional 29,906,791 shares during the period. Finally, Cardano Risk Management B.V. boosted its position in Microsoft by 908.5% during the 4th quarter. Cardano Risk Management B.V. now owns 23,568,250 shares of the software giant's stock valued at $11,398,077,000 after acquiring an additional 21,231,333 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated Monday, June 1st. The stock was 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 owned 110,477 shares of the company's stock, 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 Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last three months. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT opened at $379.40 on Monday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business's 50 day moving average price is $412.37 and its 200-day moving average price is $425.15. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The stock has a market cap of $2.82 trillion, a P/E ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11.

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

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is currently 21.67%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Weiss Ratings downgraded Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Dbs Bank dropped their price target on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. New Street Research reduced their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Robert W. Baird decreased their price objective on Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, April 15th. Finally, Mizuho lowered their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

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).

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