Hsbc Holdings PLC Has $10.72 Billion Position in Microsoft Corporation $MSFT

Hsbc Holdings PLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 7.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,138,798 shares of the software giant’s stock after acquiring an additional 1,599,412 shares during the quarter. Microsoft accounts for 6.1% of Hsbc Holdings PLC’s portfolio, making the stock its 2nd largest position. Hsbc Holdings PLC’s holdings in Microsoft were worth $10,715,379,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Rochester Wealth Strategies LLC grew its position in Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC raised its position in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC lifted its stake in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after acquiring an additional 21 shares during the period. Finally, Pollock Investment Advisors LLC boosted its holdings in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Oppenheimer reaffirmed an “outperform” rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Bank of America initiated coverage on Microsoft in a research report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price target on the stock. Wedbush reissued an “outperform” rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. Finally, BNP Paribas Exane cut their price objective on Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Microsoft Trading Down 3.2%

Shares of NASDAQ:MSFT opened at $367.34 on Tuesday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a market capitalization of $2.73 trillion, a price-to-earnings ratio of 21.87, a PEG ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a 50 day moving average price of $412.26 and a 200 day moving average price of $424.28.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the prior year, the company earned $3.46 earnings per share. The firm’s revenue was up 18.3% on a year-over-year basis. On average, research analysts anticipate that Microsoft Corporation will post 16.76 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. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s payout ratio is 21.67%.

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was 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 directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction 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 completion of the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last three months. Company insiders own 0.03% of the company’s stock.

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).