Microsoft Corporation $MSFT Stock Position Boosted by H&H International Investment LLC

Posted by Brenda Bartman on Aug 15th, 2026

H&H International Investment LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 18.3% in the first quarter, HoldingsChannel.com reports. The firm owned 1,016,000 shares of the software giant’s stock after acquiring an additional 157,000 shares during the quarter. Microsoft accounts for about 1.9% of H&H International Investment LLC’s investment portfolio, making the stock its 8th largest holding. H&H International Investment LLC’s holdings in Microsoft were worth $376,093,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co grew its position in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the last quarter. Nuveen LLC purchased a new position in Microsoft during the 1st quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its stake in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,310 shares of company stock valued at $17,256,219. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $495.40 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The firm has a market capitalization of $3.68 trillion, a P/E ratio of 27.58, a PEG ratio of 1.60 and a beta of 1.11. The company’s fifty day moving average is $411.27 and its two-hundred day moving average is $408.50.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating 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 revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.65 EPS. Analysts forecast that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on MSFT. Wells Fargo & Company raised their price target on Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday. President Capital boosted their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. BMO Capital Markets upped their price objective on shares of Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Phillip Securities cut shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $560.27.

View Our Latest Stock Report on MSFT

About Microsoft

(Free Report)

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).