Microsoft Corporation $MSFT is Harbor Investment Advisory LLC's 3rd Largest Position

Key Points

• Harbor Investment Advisory LLC raised its Microsoft stake 3.3% in Q4 to 152,063 shares (worth $73.54M), making MSFT its 3rd-largest holding at about 5.4% of the firm's portfolio.
• Microsoft beat Q earnings and revenue estimates (EPS $4.14 vs. $3.86; revenue $81.27B, up 16.7% YoY), and trades with a market cap of $2.76T and a P/E of 23.2.
• Market sentiment is mixed: positive catalysts include a BofA Buy reinitiation and a Microsoft–Nvidia AI partnership, while concerns include reports calling it the company's worst quarter in 17 years, UBS lowering its price target, and recent insider selling and buying.

Harbor Investment Advisory LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 152,063 shares of the software giant's stock after acquiring an additional 4,905 shares during the period. Microsoft makes up approximately 5.4% of Harbor Investment Advisory LLC's holdings, making the stock its 3rd biggest position. Harbor Investment Advisory LLC's holdings in Microsoft were worth $73,541,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. IRON Financial LLC increased its position in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after purchasing an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. purchased a new position in shares of Microsoft in the second quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC boosted its holdings in shares of Microsoft by 2.6% in the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant's stock worth $46,816,000 after buying an additional 2,373 shares during the last quarter. PMG Family Office LLC bought a new stake in Microsoft during the third quarter valued at approximately $828,000. Finally, Trifecta Capital Advisors LLC increased its holdings in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after buying an additional 1,572 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Down 0.5%

Shares of MSFT stock opened at $371.04 on Thursday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company's fifty day moving average price is $413.24 and its 200-day moving average price is $469.35. The company has a market capitalization of $2.76 trillion, a price-to-earnings ratio of 23.20, a PEG ratio of 1.47 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the prior year, the firm posted $3.23 EPS. Microsoft's quarterly revenue was up 16.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's dividend payout ratio is 22.76%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft's diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft's stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent research reports. Evercore decreased their price target on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a research report on Thursday, January 29th. Oppenheimer reissued an "outperform" rating on shares of Microsoft in a research report on Thursday, January 29th. Piper Sandler reaffirmed an "overweight" rating and issued a $600.00 target price (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, March 5th. Finally, Stifel Nicolaus reissued a "hold" rating and set a $392.00 price target (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $588.97.

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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