Royal Harbor Partners LLC Has $5.42 Million Stake in Microsoft Corporation $MSFT

Key Points

• Royal Harbor Partners LLC increased its Microsoft stake by 20.9% in the first quarter, ending with 14,631 shares valued at about $5.42 million. Microsoft now represents 1.8% of the firm’s portfolio and is its 15th-largest holding.
• Microsoft reported strong quarterly results, with EPS of $4.27 beating estimates and revenue of $82.89 billion topping expectations. Revenue rose 18.3% year over year, and the company also highlighted strong profitability metrics.
• The company announced a quarterly dividend of $0.91 per share, payable September 10, while analysts remain broadly positive overall. Microsoft currently has a consensus rating of Moderate Buy with a consensus price target of $559.84.

Royal Harbor Partners LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,631 shares of the software giant's stock after purchasing an additional 2,533 shares during the period. Microsoft comprises 1.8% of Royal Harbor Partners LLC's holdings, making the stock its 15th largest holding. Royal Harbor Partners LLC's holdings in Microsoft were worth $5,416,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in Microsoft in the 4th quarter valued at about $36,000. Fairway Wealth LLC raised its position in shares of Microsoft by 287.0% in the 4th 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. Finally, LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter worth approximately $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Up 1.5%

Shares of NASDAQ MSFT opened at $390.99 on Tuesday. The company has a 50 day simple moving average of $401.99 and a 200 day simple moving average of $413.41. 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 Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm has a market cap of $2.90 trillion, a PE ratio of 23.27, a price-to-earnings-growth ratio of 1.21 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the company posted $3.46 EPS. On average, research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is presently 21.67%.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was 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 of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last three months. Insiders own 0.03% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Analysts Set New Price Targets

MSFT has been the topic of a number of recent analyst reports. BNP Paribas Exane decreased their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Deutsche Bank Aktiengesellschaft lowered their price target on Microsoft from $575.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $502.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Robert W. Baird dropped their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, April 15th. Finally, Wolfe Research decreased their price target on shares of Microsoft from $570.00 to $525.00 and set an "outperform" rating on the stock in a report on Monday, July 6th. Forty-one investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $559.84.

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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