Microsoft Corporation $MSFT Stock Position Boosted by Hamilton Wealth LLC

Key Points

• Hamilton Wealth increased its Microsoft position by 16.8% in the first quarter to 68,212 shares valued at approximately $25.25 million. Institutional investors collectively own 71.13% of the company.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, beating estimates. Azure and Copilot growth continue to support the company’s AI monetization outlook.
• Wall Street remains bullish, with a “Moderate Buy” consensus and an average price target of $560.27 versus the reported share price of $481.63. Microsoft also declared a quarterly dividend of $0.91 per share, while insiders have recently sold shares.

Hamilton Wealth LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 68,212 shares of the software giant's stock after acquiring an additional 9,802 shares during the quarter. Microsoft makes up about 4.8% of Hamilton Wealth LLC's holdings, making the stock its 6th biggest position. Hamilton Wealth LLC's holdings in Microsoft were worth $25,250,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Ballast Advisors LLC boosted its stake in Microsoft by 1.7% during the 1st quarter. Ballast Advisors LLC now owns 25,929 shares of the software giant's stock worth $9,598,000 after purchasing an additional 435 shares during the period. MTM Financial Group LLC increased its stake in Microsoft by 6.6% in the first quarter. MTM Financial Group LLC now owns 1,372 shares of the software giant's stock valued at $508,000 after purchasing an additional 85 shares during the period. Southern Financial Group LLC increased its stake in Microsoft by 23.1% in the first quarter. Southern Financial Group LLC now owns 1,947 shares of the software giant's stock valued at $721,000 after purchasing an additional 365 shares during the period. Steelhead Wealth Management LLC purchased a new stake in shares of Microsoft in the first quarter valued at about $467,000. Finally, S&A Financial Services Inc. acquired a new stake in shares of Microsoft during the first quarter worth about $1,039,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and Copilot momentum remain the primary catalysts. Azure reportedly surpassed $100 billion in annual revenue, while Microsoft 365 Copilot exceeded 30 million paid seats. Those milestones reinforce the view that Microsoft is beginning to monetize its AI investments at scale. Price Prediction: One Number Could Decide How High Microsoft Goes in 2027
• Positive Sentiment: Strong quarterly results continue to support the bull case. Microsoft’s latest report showed earnings per share of $4.74 versus a $4.24 consensus estimate and revenue of $90.01 billion, up 17.7% year over year. Cloud computing and AI helped drive roughly 30% profit growth. These Telltale Signs Cue Microsoft Investors Despite Earnings Surge
• Positive Sentiment: Enterprise adoption and partnerships are broadening demand. Swiss companies are increasing their use of Microsoft’s AI and cloud products, with governance and data sovereignty controls supporting adoption. S&P Global also expanded its integration of AI-ready data into Microsoft 365 Copilot workflows. Swiss Enterprises Prioritize Microsoft AI Governance
• Positive Sentiment: Analyst and institutional sentiment remains constructive. William Blair reaffirmed a Buy rating, citing early AI monetization, while Altarock Partners increased its Microsoft position. Microsoft Buy Rating Reaffirmed

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction on 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 transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the firm'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 sale, the chief executive officer owned 100,447 shares of the company's stock, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $481.63 on Wednesday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The business's 50 day moving average is $414.21 and its two-hundred day moving average is $408.06. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The stock has a market capitalization of $3.58 trillion, a price-to-earnings ratio of 26.82, a PEG ratio of 1.59 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its 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 return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the business posted $3.65 EPS. The company's revenue for the quarter was up 17.7% on a year-over-year basis. Research analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft's dividend payout ratio is presently 20.27%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on MSFT shares. Cantor Fitzgerald raised their price target on Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. Tigress Financial increased their price objective on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Citizens Jmp reiterated a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a research note on Tuesday, July 28th. Sanford C. Bernstein set a $660.00 target price on Microsoft in a report on Monday, August 10th. Finally, Piper Sandler upped their price target on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Microsoft 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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