Royal Harbor Partners LLC Acquires 2,533 Shares of Microsoft Corporation $MSFT

Royal Harbor Partners LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 20.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,631 shares of the software giant’s stock after purchasing an additional 2,533 shares during the quarter. Microsoft comprises about 1.8% of Royal Harbor Partners LLC’s portfolio, making the stock its 15th biggest position. Royal Harbor Partners LLC’s holdings in Microsoft were worth $5,416,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Longfellow Investment Management Co. LLC lifted its position 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 valued at $29,000 after acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC grew its holdings in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after purchasing an additional 20 shares during the period. Fischer Investment Strategies LLC grew its holdings in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC increased its stake in Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC increased its stake in Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

More Microsoft News

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

Microsoft Stock Performance

Shares of Microsoft stock opened at $390.99 on Tuesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business has a 50 day moving average price of $401.99 and a 200-day moving average price of $413.41. The company 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) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 earnings per share. Equities analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal 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 issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is 21.67%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the 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 sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of research analyst reports. TD Cowen reissued a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Arete Research upped their price target on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. HSBC cut their price target on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reduced their price objective on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, China Renaissance lowered their target price on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Forty-one investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average 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).