Microsoft Corporation $MSFT Shares Acquired by E Fund Management Hong Kong Co. Ltd.

Key Points

• E Fund Management Hong Kong Co. Ltd. increased its Microsoft stake by 32.4% in the fourth quarter, buying 4,050 additional shares and bringing its holdings to 16,561 shares worth about $8.0 million.
• Microsoft reported stronger-than-expected quarterly results, with EPS of $4.27 and revenue of $82.89 billion, both above analyst estimates, while revenue rose 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, and analysts remain broadly positive with 41 Buy ratings and a consensus Moderate Buy rating.

E Fund Management Hong Kong Co. Ltd. boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,561 shares of the software giant's stock after purchasing an additional 4,050 shares during the period. Microsoft accounts for about 3.4% of E Fund Management Hong Kong Co. Ltd.'s portfolio, making the stock its 6th biggest holding. E Fund Management Hong Kong Co. Ltd.'s holdings in Microsoft were worth $8,009,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% in the 2nd 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 in the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% in the 3rd 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 in the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% in the 4th 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 in the last quarter. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Up 0.2%

NASDAQ MSFT opened at $428.05 on Friday. The business has a 50 day simple moving average of $406.72 and a 200 day simple moving average of $432.18. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock has a market capitalization of $3.18 trillion, a P/E ratio of 25.48, a P/E/G ratio of 1.54 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 earnings per share. Research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business 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 is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Insider Buying and Selling at Microsoft

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft's model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft NASDAQ: MSFT CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSFT. Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a report on Tuesday, May 26th. President Capital upped their target price on Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. UBS Group reissued a "buy" rating on shares of Microsoft in a research note on Friday, April 24th. Citigroup initiated coverage on Microsoft in a research note on Monday. They issued a "market outperform" rating for the company. Finally, Rothschild & Co Redburn decreased their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $561.20.

About Microsoft

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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