Microsoft Corporation $MSFT is Harmony Asset Management LLC's 10th Largest Position

Key Points

• Harmony Asset Management cut its Microsoft stake by 7.9% in the second quarter, selling 2,367 shares and retaining 27,745 shares valued at approximately $10.35 million. Microsoft remains 2.8% of the firm’s portfolio and its 10th-largest holding.
• Microsoft insiders sold substantial shares recently, including executives Takeshi Numoto and Judson Althoff; insiders sold 101,335 shares worth about $50.7 million over the past 90 days.
• Analysts remain broadly optimistic, with 42 Buy ratings and five Holds producing a “Moderate Buy” consensus and a $564.27 price target. The company also reported quarterly EPS and revenue above estimates, while planned data-center expansion underscores both strong AI demand and significant capital-spending risks.

Harmony Asset Management LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 27,745 shares of the software giant's stock after selling 2,367 shares during the period. Microsoft comprises approximately 2.8% of Harmony Asset Management LLC's holdings, making the stock its 10th largest position. Harmony Asset Management LLC's holdings in Microsoft were worth $10,350,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft during the fourth quarter worth about $34,000. Frankly Finances LLC purchased a new stake in Microsoft during the second quarter worth about $35,000. Timmons Wealth Management LLC acquired a new position in Microsoft during the fourth quarter worth about $36,000. Finally, Fairway Wealth LLC increased its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 101,335 shares of company stock worth $50,655,795. Corporate insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on MSFT shares. Truist Financial reiterated a "buy" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. Tigress Financial upped their price target on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Evercore set a $528.00 price objective on Microsoft in a research note on Thursday, July 30th. KeyCorp reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, September 3rd. Finally, Weiss Ratings upgraded Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $564.27.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Microsoft Stock Performance

NASDAQ MSFT opened at $495.63 on Friday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The stock has a market cap of $3.68 trillion, a price-to-earnings ratio of 27.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The business has a fifty day moving average of $455.85 and a 200-day moving average of $419.16. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

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. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.65 earnings per share. As a group, analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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