Microsoft Corporation $MSFT Shares Acquired by Hyperion Asset Management Ltd

Key Points

• Hyperion Asset Management increased its Microsoft position by 18.5% in the second quarter, adding 81,754 shares to hold 524,265 shares worth approximately $195.6 million. Institutional investors collectively own 71.13% of Microsoft.
• Analyst sentiment remains positive, with 42 Buy ratings and five Holds contributing to a consensus “Moderate Buy” rating and a $560.27 price target. BMO raised its target to $515, while Barclays lowered its target to $512 but maintained an Overweight rating.
• Microsoft exceeded quarterly expectations, reporting $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year. However, insiders sold 37,310 shares worth $17.3 million over the past three months, and one analyst cautioned that the stock’s recent valuation rerating may be largely complete.

Hyperion Asset Management Ltd increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 524,265 shares of the software giant's stock after acquiring an additional 81,754 shares during the quarter. Microsoft accounts for about 5.2% of Hyperion Asset Management Ltd's holdings, making the stock its 9th largest position. Hyperion Asset Management Ltd's holdings in Microsoft were worth $195,561,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. Markel Group Inc. raised its position in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after buying an additional 1,950 shares in the last quarter. Bessemer Group Inc. grew its position in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after acquiring an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. purchased a new position in Microsoft in the fourth quarter worth $2,616,000. Werba Rubin Papier Wealth Management increased its stake in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after acquiring an additional 1,698 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. raised its position in Microsoft by 138.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after purchasing an additional 788,297 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

Several brokerages have issued reports on MSFT. BMO Capital Markets lifted their price target on Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research note on Thursday, July 30th. Weiss Ratings raised Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday. Barclays dropped their target price on Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.27.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction dated 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 owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,310 shares of company stock valued at $17,256,219 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

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 Price Performance

Shares of Microsoft 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. The business's 50 day simple moving average is $430.87 and its two-hundred day simple moving average is $412.45. The stock has a market capitalization 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. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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 firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the prior year, the firm posted $3.65 earnings per share. The business's quarterly revenue was up 17.7% compared to the same quarter last year. Analysts forecast that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio is presently 20.27%.

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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