S Harris Financial Group LLC Invests $5.07 Million in Microsoft Corporation $MSFT

S Harris Financial Group LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, Holdings Channel.com reports. The fund bought 10,489 shares of the software giant’s stock, valued at approximately $5,073,000. Microsoft makes up 4.8% of S Harris Financial Group LLC’s holdings, making the stock its 6th biggest holding.

Several other hedge funds have also recently added to or reduced their stakes in MSFT. PMG Family Office LLC purchased a new stake in shares of Microsoft during the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC grew its position in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its position in shares of Microsoft by 1.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after buying an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management raised its stake in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares in the last quarter. Finally, SG Americas Securities LLC raised its stake in Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after acquiring an additional 6,468,645 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on MSFT. William Blair restated an “outperform” rating on shares of Microsoft in a research note on Monday, March 9th. President Capital lifted their target price on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Sanford C. Bernstein boosted their target price on Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. TD Cowen reissued a “buy” rating and issued a $540.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Finally, China Renaissance dropped their price target on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $561.20.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Microsoft Stock Performance

NASDAQ MSFT opened at $379.40 on Monday. 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 cap of $2.82 trillion, a PE ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The firm’s fifty day moving average is $412.37 and its two-hundred day moving average is $425.15.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the prior year, the company earned $3.46 earnings per share. The business’s revenue was up 18.3% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business 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 dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on 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 directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.

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).