Microsoft Corporation $MSFT is HHM Wealth Advisors LLC's 9th Largest Position

Key Points

• HHM Wealth Advisors increased its Microsoft stake by 7.5% in the second quarter to 26,765 shares valued at approximately $9.98 million, making MSFT its ninth-largest holding. Institutional investors own 71.13% of the stock.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, beating analyst estimates while revenue grew 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $560.27.
• Insiders have been selling shares: CEO Judson Althoff and EVP Takeshi Numoto sold a combined 14,810 shares, while insiders sold 21,810 shares worth $10.1 million over the past three months. Microsoft also declared a quarterly dividend of $0.91 per share.

HHM Wealth Advisors LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,765 shares of the software giant's stock after purchasing an additional 1,869 shares during the period. Microsoft accounts for approximately 1.0% of HHM Wealth Advisors LLC's investment portfolio, making the stock its 9th largest holding. HHM Wealth Advisors LLC's holdings in Microsoft were worth $9,984,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC boosted its holdings in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC boosted its holdings in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after acquiring an additional 21 shares in the last quarter. Pollock Investment Advisors LLC grew its stake in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after acquiring an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC grew its stake in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after acquiring an additional 21 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on MSFT. Arete Research upped their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. Phillip Securities lowered shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Wedbush reissued an "outperform" rating and issued a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. Mizuho reduced their target price on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research note on Wednesday, July 15th. Finally, TD Cowen reaffirmed a "buy" rating and set a $540.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $560.27.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the 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 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 disclosure for this sale is available in the SEC filing. Insiders have sold 21,810 shares of company stock valued at $10,110,874 in the last three months. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ MSFT opened at $513.53 on Monday. The firm has a market capitalization of $3.81 trillion, a P/E ratio of 28.59, a PEG ratio of 1.65 and a beta of 1.10. The stock has a 50-day simple moving average of $430.87 and a two-hundred day simple moving average of $412.43. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the firm posted $3.65 earnings per share. The firm's quarterly revenue 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 company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio is presently 20.27%.

Key Stories Impacting Microsoft

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

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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