Hilton Head Capital Partners LLC Has $3.23 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Hilton Head Capital Partners increased its Microsoft stake by 31.1% in the first quarter, buying 2,073 more shares and bringing its total to 8,734 shares valued at about $3.23 million.
• Microsoft continues to attract broad institutional support, with investors owning 71.13% of the company’s stock and several other funds also boosting their positions during the period.
• Wall Street remains mostly constructive on Microsoft: analysts maintain a Moderate Buy consensus and a price target of $560.86, even as concerns linger over AI spending, legal scrutiny, and recent insider selling.

Hilton Head Capital Partners LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 31.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,734 shares of the software giant's stock after purchasing an additional 2,073 shares during the quarter. Microsoft makes up approximately 1.8% of Hilton Head Capital Partners LLC's holdings, making the stock its 8th biggest holding. Hilton Head Capital Partners LLC's holdings in Microsoft were worth $3,233,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. WFA Asset Management Corp increased its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its stake in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several reports highlighted continued strength in Microsoft’s Azure cloud and AI businesses, with bullish commentary saying demand remains robust and that the recent selloff may be creating a more attractive entry point. Article Title
• Positive Sentiment: Analysts and investors cited Microsoft’s security business as a potential growth driver, while recent partnership news and product integrations suggest the company is still expanding its enterprise ecosystem. Article Title
• Positive Sentiment: Some Wall Street coverage remained constructive, with firms such as Deutsche Bank and Erste Group lifting their outlooks, reinforcing the view that Microsoft’s long-term earnings power remains intact. Article Title
• Neutral Sentiment: Microsoft also announced product and ecosystem updates, including a new Marketplace listing and broader AI/security-related integrations, which are supportive but not likely to move the stock on their own. Article Title
• Neutral Sentiment: Several opinion pieces argued the stock may be oversold and could rebound, but these were largely valuation-driven commentary rather than new fundamental catalysts. Article Title
• Negative Sentiment: Microsoft is facing renewed scrutiny over AI spending, with multiple stories noting the stock’s sharp June decline as investors worry that massive AI capex is not translating into profits quickly enough. Article Title
• Negative Sentiment: Multiple law firms and reports flagged securities-fraud class actions tied to alleged misstatements about Copilot and Azure, adding legal uncertainty and potential headline risk. Article Title
• Negative Sentiment: Additional pressure came from reports of another round of job cuts and from antitrust attention in Europe, both of which can weigh on sentiment even if they help costs over time. Article Title

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Benchmark reissued a "buy" rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Citigroup began coverage on shares of Microsoft in a report on Monday, June 1st. They issued a "market outperform" rating for the company. The Goldman Sachs Group reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Robert W. Baird cut their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Finally, Weiss Ratings downgraded Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $560.86.

Microsoft Stock Up 1.2%

MSFT stock opened at $373.02 on Wednesday. The stock has a market cap of $2.77 trillion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 1.33 and a beta of 1.11. The firm's 50-day simple moving average is $408.34 and its 200 day simple moving average is $419.37. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

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

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is 21.67%.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction on 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 transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

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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