Hudson Value Partners LLC Grows Position in Microsoft Corporation $MSFT

Key Points

• Hudson Value Partners increased its Microsoft stake by 7.7% in the second quarter, bringing its holdings to 38,209 shares valued at approximately $14.3 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts maintain a positive outlook, with 42 Buy ratings and five Hold ratings, producing a consensus “Moderate Buy” rating and average price target of $560.27.
• Microsoft exceeded quarterly expectations, reporting $4.74 in adjusted EPS and $90.01 billion in revenue, while revenue grew 17.7% year over year. The company also declared a quarterly dividend of $0.91 per share, though insiders sold 37,310 shares worth about $17.3 million last quarter.

Hudson Value Partners LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 38,209 shares of the software giant's stock after acquiring an additional 2,722 shares during the quarter. Microsoft comprises approximately 3.6% of Hudson Value Partners LLC's portfolio, making the stock its 5th biggest position. Hudson Value Partners LLC's holdings in Microsoft were worth $14,253,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently modified their holdings of the company. Whitener Capital Management Inc. boosted its stake in Microsoft by 7.1% in the 2nd quarter. Whitener Capital Management Inc. now owns 44,199 shares of the software giant's stock worth $16,487,000 after purchasing an additional 2,920 shares in the last quarter. Heck Capital Advisors LLC increased its stake in Microsoft by 163.8% during the 2nd quarter. Heck Capital Advisors LLC now owns 35,800 shares of the software giant's stock valued at $13,354,000 after purchasing an additional 22,229 shares in the last quarter. Ramsey Quantitative Systems purchased a new position in Microsoft in the second quarter worth about $112,000. Cardinal Capital Management Inc. raised its holdings in Microsoft by 4.1% in the second quarter. Cardinal Capital Management Inc. now owns 79,815 shares of the software giant's stock worth $29,773,000 after buying an additional 3,163 shares during the last quarter. Finally, Tema ETFs LLC lifted its stake in shares of Microsoft by 11.0% in the second quarter. Tema ETFs LLC now owns 45,617 shares of the software giant's stock worth $17,016,000 after buying an additional 4,521 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the subject of several analyst reports. Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Dbs Bank decreased their price target on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Raymond James Financial downgraded Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. BNP Paribas Exane dropped their price objective on Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $560.27.

Microsoft Stock Performance

MSFT stock opened at $513.53 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company has a market cap of $3.81 trillion, a P/E ratio of 28.59, a price-to-earnings-growth ratio of 1.63 and a beta of 1.11. The stock's fifty day moving average price is $430.87 and its 200-day moving average price is $412.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the business earned $3.65 earnings per share. Microsoft's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, equities analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed 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 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction that occurred 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 transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the business'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 transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 37,310 shares of company stock worth $17,256,219 in the last quarter. Company insiders own 0.03% of the company's stock.

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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