Safe Harbor Family Capital LLC Makes New $1.24 Million Investment in Microsoft Corporation $MSFT

Key Points

• Safe Harbor Family Capital LLC opened a new position in Microsoft during the fourth quarter, buying 2,562 shares worth about $1.24 million. Microsoft now ranks as the firm’s 13th-largest holding and makes up about 1.1% of its portfolio.
• Microsoft continues to attract broad institutional and analyst support, with 71.13% of shares held by institutions and hedge funds and a consensus Wall Street rating of Moderate Buy. Analysts cited in the article mostly maintained bullish ratings, and the average target price is $560.88.
• The company posted strong quarterly results, beating estimates on both earnings and revenue, while also announcing a quarterly dividend of $0.91 per share. Recent news highlighted more AI momentum, including a planned new coding model and a major $9.69 billion Pentagon software deal.

Safe Harbor Family Capital LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,562 shares of the software giant's stock, valued at approximately $1,239,000. Microsoft comprises approximately 1.1% of Safe Harbor Family Capital LLC's investment portfolio, making the stock its 13th largest holding.

Other hedge funds also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its stake 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 during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter worth approximately $38,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the last quarter. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the third quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the second quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Guggenheim reissued a "buy" rating and issued a $586.00 target price on shares of Microsoft in a research report on Thursday, April 30th. Barclays reissued a "buy" rating on shares of Microsoft in a research report on Thursday, May 7th. Piper Sandler reissued an "overweight" rating on shares of Microsoft in a research report on Tuesday. Arete Research raised their target price on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Finally, UBS Group reissued a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is expected to showcase new homegrown AI models at Build, including a coding model that could improve GitHub Copilot and support future developer adoption. Microsoft to release new coding model next week, the Information reports
• Positive Sentiment: Wall Street commentary is turning more bullish on Microsoft’s AI revenue potential, with Morgan Stanley and HSBC both suggesting the market may be underestimating future upside from Azure, Copilot, and the Anthropic relationship. Is Wall Street underestimating MSFT AI revenue potential? Morgan Stanley weighs in
• Positive Sentiment: Microsoft also benefited from a broad tech rally, with AI and software stocks leading the market higher late in the session. Sector Update: Tech Stocks Rise Late Afternoon
• Positive Sentiment: Microsoft secured a five-year $9.69 billion Pentagon software deal that consolidates government licensing and reinforces its entrenched enterprise and public-sector position. Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
• Neutral Sentiment: Some articles also note Microsoft’s heavy AI spending and the risk of capital misallocation across the sector, which could keep valuation debates active even as the stock trends higher. Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred 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 sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company's stock.

Microsoft Trading Up 3.5%

NASDAQ MSFT opened at $426.99 on Friday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company's 50 day moving average price is $400.93 and its 200 day moving average price is $434.51. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market capitalization of $3.17 trillion, a price-to-earnings ratio of 25.42, a PEG ratio of 1.49 and a beta of 1.10.

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

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

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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