Microsoft Corporation $MSFT Shares Purchased by Blackhawk Capital Partners LLC

Blackhawk Capital Partners LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.0% during the first quarter, Holdings Channel reports. The firm owned 21,245 shares of the software giant’s stock after buying an additional 2,108 shares during the quarter. Microsoft comprises approximately 2.9% of Blackhawk Capital Partners LLC’s holdings, making the stock its 8th biggest position. Blackhawk Capital Partners LLC’s holdings in Microsoft were worth $7,864,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Taylor Securities Services Inc. purchased a new stake in Microsoft in the 4th quarter valued at approximately $2,616,000. Markel Group Inc. lifted its position in shares of Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after acquiring an additional 1,950 shares in the last quarter. Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares during the last quarter. World Investment Advisors grew its holdings in shares of Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after buying an additional 49,371 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Microsoft by 138.8% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after buying an additional 788,297 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $464.72 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.27. The company’s fifty day moving average price is $397.99 and its two-hundred day moving average price is $405.96. The firm has a market capitalization of $3.45 trillion, a P/E ratio of 25.88, a P/E/G ratio of 1.37 and a beta of 1.13. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.65 earnings per share. On average, research analysts anticipate that Microsoft Corporation will post 19.45 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 20.27%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on MSFT. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research report on Thursday. Tigress Financial raised their price target on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Evercore set a $528.00 price objective on shares of Microsoft in a research note on Thursday. Wedbush reiterated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Finally, Barclays decreased their target price on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research report on Thursday. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $558.64.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

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).