Hamilton Wealth LLC Has $28.25 Million Stake in Microsoft Corporation $MSFT

Hamilton Wealth LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 58,410 shares of the software giant’s stock after acquiring an additional 3,039 shares during the period. Microsoft comprises approximately 5.3% of Hamilton Wealth LLC’s holdings, making the stock its 6th largest position. Hamilton Wealth LLC’s holdings in Microsoft were worth $28,248,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its position in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its holdings in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent analyst reports. Raymond James Financial cut Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Weiss Ratings lowered shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 24th. Citigroup initiated coverage on shares of Microsoft in a research report on Monday, June 1st. They issued a “market outperform” rating for the company. William Blair reissued an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Truist Financial reduced their target price on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly building a more than $1 billion annual AI and cloud business with ByteDance in China, underscoring strong demand for its Azure and OpenAI-related services. Microsoft Scores Massive China AI Win as TikTok Parent Eyes $1 Billion Spend
• Positive Sentiment: OpenAI’s push to monetize ChatGPT with ads highlights continued AI commercialization, which may support sentiment around Microsoft’s OpenAI stake and AI strategy. OpenAI Brings ChatGPT Ads to Japan
• Neutral Sentiment: Microsoft is said to be moving Copilot to usage-based pricing and exploring cheaper AI models, a sign it is trying to improve margins as AI infrastructure costs rise. Microsoft (MSFT) Moves Copilot To Usage Based Pricing As AI Costs Rise
• Negative Sentiment: Several reports say investors are increasingly worried about Microsoft’s AI valuation, spending, and monetization, which is weighing on the stock. Microsoft Faces AI Expectations Test
• Negative Sentiment: Microsoft is also facing securities class-action lawsuits and investigations over alleged misleading AI-related statements, adding legal uncertainty. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal suggest possible friction in securing additional cloud capacity. Why Microsoft Stock Slumped Today

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

Microsoft stock opened at $379.40 on Friday. The business’s 50 day simple moving average is $412.27 and its 200 day simple moving average is $425.90. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a market cap of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.36 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the business posted $3.46 earnings per share. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. Sell-side analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

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 1.0%. Microsoft’s dividend payout ratio is 21.67%.

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).