Microsoft Corporation $MSFT is Houlihan Financial Resource Group Ltd.’s 6th Largest Position

Houlihan Financial Resource Group Ltd. raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 197.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,834 shares of the software giant’s stock after buying an additional 11,166 shares during the quarter. Microsoft comprises about 3.0% of Houlihan Financial Resource Group Ltd.’s investment portfolio, making the stock its 6th largest holding. Houlihan Financial Resource Group Ltd.’s holdings in Microsoft were worth $7,842,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. BLVD Private Wealth LLC lifted its position in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after buying an additional 19 shares during the last quarter. Magnolia Capital Management Ltd. increased its holdings in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after acquiring an additional 20 shares in the last quarter. ARK & TLK Investments LLC increased its holdings in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after acquiring an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC increased its holdings in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after acquiring an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the second 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 in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $403.41 on Wednesday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The stock has a market capitalization of $3.00 trillion, a price-to-earnings ratio of 24.01, a PEG ratio of 1.48 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm’s 50 day simple moving average is $409.48 and its 200-day simple moving average is $430.37.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the firm posted $3.46 EPS. The business’s revenue was up 18.3% on a year-over-year basis. Analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Benchmark restated a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Mizuho cut their price objective on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a report on Tuesday, April 14th. Sanford C. Bernstein upped their price objective on shares of Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. Wedbush restated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Finally, Weiss Ratings downgraded shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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).