Union Heritage Capital LLC Has $8.07 Million Stock Holdings in Microsoft Corporation $MSFT

Union Heritage Capital LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 45.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,796 shares of the software giant’s stock after selling 18,400 shares during the quarter. Microsoft accounts for approximately 3.0% of Union Heritage Capital LLC’s holdings, making the stock its 10th largest holding. Union Heritage Capital LLC’s holdings in Microsoft were worth $8,068,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. FinArc Investments Inc. acquired a new stake in shares of Microsoft during the first quarter worth about $2,630,000. TrueWealth Financial Partners grew its position in shares of Microsoft by 9,027.2% in the 1st quarter. TrueWealth Financial Partners now owns 41,346 shares of the software giant’s stock valued at $15,305,000 after purchasing an additional 40,893 shares during the period. Pathway Wealth Management LLC grew its position in shares of Microsoft by 1.2% in the 1st quarter. Pathway Wealth Management LLC now owns 6,440 shares of the software giant’s stock valued at $2,384,000 after purchasing an additional 75 shares during the period. Boothe Investment Group Inc. bought a new stake in Microsoft during the 1st quarter worth approximately $5,788,000. Finally, Norris Financial Group LLC bought a new stake in Microsoft during the 1st quarter worth approximately $1,580,000. 71.13% of the stock is currently owned by institutional investors.

Key Headlines Impacting Microsoft

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

Microsoft Stock Performance

Shares of MSFT opened at $495.40 on Friday. The company has a market cap of $3.68 trillion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The firm has a 50-day moving average of $411.27 and a 200-day moving average of $408.50. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT) last issued its 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the prior year, the firm earned $3.65 EPS. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. As a group, equities analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

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

Analysts Set New Price Targets

MSFT has been the topic of a number of research reports. Scotiabank reaffirmed an “outperform” rating and issued a $510.00 price target on shares of Microsoft in a research note on Thursday, July 30th. UBS Group set a $525.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Phillip Securities lowered shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Finally, New Street Research reduced their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $560.27.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the firm’s 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 completion of the sale, 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,310 shares of company stock valued at $17,256,219 over the last quarter. 0.03% of the stock is currently owned by corporate insiders.

About Microsoft

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).