HWG Holdings LP Has $25.27 Million Stake in Microsoft Corporation $MSFT

HWG Holdings LP boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,256 shares of the software giant’s stock after acquiring an additional 2,551 shares during the quarter. Microsoft accounts for about 6.1% of HWG Holdings LP’s portfolio, making the stock its 4th largest position. HWG Holdings LP’s holdings in Microsoft were worth $25,272,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd acquired a new position in Microsoft during the 3rd quarter worth about $38,000. LSV Asset Management acquired a new position in Microsoft during the 4th quarter worth about $44,000. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft in the 3rd quarter valued at about $49,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft in the 2nd quarter valued at about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. New Street Research raised their price objective on Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a research report on Tuesday. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Oppenheimer restated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Mizuho dropped their price target on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $588.97.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large Asia infrastructure commitments: Microsoft said it will invest about $5.5B in Singapore and $1B in Thailand to build cloud and AI data‑center capacity, strengthening long‑term revenue visibility for Azure and enterprise AI services. WSJ: Microsoft Plans to Invest $5.5 Billion in Singapore
• Positive Sentiment: Energy supply de‑risking for AI buildout: Microsoft entered an exclusivity deal with Chevron and Engine No. 1 to explore a ~2.5GW (potentially 5GW) gas‑powered complex in West Texas to power large data centers — a strategic move to secure power and reduce one key constraint on AI scaling. Reuters: Microsoft, Chevron and Engine No. 1 sign exclusive deal
• Positive Sentiment: Analyst backing and higher targets: Multiple firms initiated or raised coverage (Benchmark buy initiation, New Street target hike and other bullish notes), keeping a majority of analysts constructive and implying significant upside from current levels. This institutional support can cushion near‑term downside. Yahoo Finance: What Do Analysts Say About Microsoft?
• Neutral Sentiment: Governance and safety moves: Microsoft unveiled new AI tools (a “Critique and Council” approach) aimed at improving model oversight and trust — helpful for long‑term adoption but unlikely to move near‑term revenue. Yahoo: Microsoft Just Unveiled New AI Tools
• Neutral Sentiment: Org restructure for AI: Microsoft reshuffled its AI org to consolidate go‑to‑market and product execution — a long‑term constructive step but with execution risk during the transition. Fool: Microsoft Reshuffled Its Entire AI Organization
• Negative Sentiment: Weak quarterly reaction and ROI concerns: Investors punished the stock after Q1, calling out elevated capex for AI, slower Copilot adoption and uncertainty over the return on massive infrastructure spending — the core reason for the recent pullback. CNBC: Microsoft closes worst quarter since 2008
• Negative Sentiment: Regulatory/competition risk: The U.K. Competition and Markets Authority has launched a probe into Microsoft’s business‑software ecosystem and cloud licensing, adding litigation and regulatory overhang. Reuters: UK to launch antitrust probe into Microsoft
• Negative Sentiment: Technical and sentiment pressures: The stock recently breached its 200‑week moving average and suffered heavy dip selling; social‑media and technical chatter is amplifying downside risk in the short term. Insider sales are also noted in public filings. QuiverQuant: Opinions on Breaching 200‑Week Moving Average

Microsoft Trading Down 0.2%

Shares of MSFT stock opened at $369.37 on Thursday. The company has a market cap of $2.74 trillion, a P/E ratio of 23.10, a PEG ratio of 1.40 and a beta of 1.11. The stock has a 50 day simple moving average of $404.16 and a two-hundred day simple moving average of $464.55. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.23 EPS. Research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio is currently 22.76%.

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).