Hohimer Wealth Management LLC Has $47.62 Million Stock Position in Microsoft Corporation $MSFT

Hohimer Wealth Management LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 3.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,937 shares of the software giant’s stock after buying an additional 3,410 shares during the quarter. Microsoft accounts for 6.7% of Hohimer Wealth Management LLC’s holdings, making the stock its biggest holding. Hohimer Wealth Management LLC’s holdings in Microsoft were worth $47,619,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its stake in shares of 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 buying an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the 3rd quarter valued at $38,000. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter worth $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Down 0.2%

Shares of MSFT opened at $404.88 on Thursday. The company has a market capitalization of $3.01 trillion, a price-to-earnings ratio of 25.32, a PEG ratio of 1.59 and a beta of 1.10. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock’s 50-day moving average price is $430.65 and its 200-day moving average price is $477.49. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion during 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%.Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period last year, the business earned $3.23 earnings per share. On average, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on MSFT shares. Wedbush reduced their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. HSBC lowered their price objective on Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Guggenheim reissued a “buy” rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, January 22nd. New Street Research upped their target price on shares of Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, BNP Paribas Exane upped their target price on Microsoft from $632.00 to $659.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Insider Activity

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is doubling down on a multi‑model AI strategy and deeper Anthropic integration (Copilot Cowork / Claude) that should boost Azure consumption and enterprise Copilot seat revenue. Microsoft aims to be multi-model: Exec talks Anthropic AI team-up
• Positive Sentiment: Microsoft launched a higher‑priced M365 “Frontier” / E7 $99 AI subscription and other enterprise AI bundles—moves that can lift ARPU, accelerate Copilot adoption and create stickier recurring revenue. Microsoft unveils $99 ‘Frontier’ AI subscription
• Positive Sentiment: Jefferies and other sell‑side firms remain constructive (Buy/Outperform and elevated price targets), supporting longer‑term upside narratives tied to Azure and Copilot monetization. Here’s What Jefferies Think About Microsoft (MSFT)
• Neutral Sentiment: Microsoft is in talks to lease a Texas AI data‑center site (after Oracle shelved plans) — an operational step toward capacity growth but with timing/costs still uncertain. Microsoft in talks to lease Texas AI data center site
• Neutral Sentiment: Microsoft said it will ship a prototype of the next Xbox to developers in 2027 (AMD silicon, improved ray tracing) — positive for long‑term gaming revenue but not an immediate earnings driver. Microsoft plans to ship prototype of next Xbox console to developers in 2027
• Negative Sentiment: Regulatory and legal risk: Microsoft filed an amicus brief backing Anthropic in its suit to block the Pentagon’s supply‑chain designation — this preserves product access and Azure revenue but raises political and compliance exposure that could create near‑term uncertainty. Microsoft files amicus brief in support of Anthropic’s lawsuit
• Negative Sentiment: Growing bearish positioning and insider activity: short interest jumped materially in late Feb and an EVP disclosed a multi‑million‑dollar share sale — both can amplify downside momentum in volatile sessions. SEC Form 4 — Kathleen T. Hogan sale
• Negative Sentiment: Macro/headline risk: market strategists are warning of mid‑March seasonality, geopolitical tensions (Middle East) and heightened volatility — factors that tend to hit large tech names and can pressure multiples. Market Crash Warning? Wall Street Veteran Says Mid-March Could Mark a Turning Point

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).