Harel Insurance Investments & Financial Services Ltd. Has $274.72 Million Stake in Microsoft Corporation $MSFT

Harel Insurance Investments & Financial Services Ltd. trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 568,062 shares of the software giant’s stock after selling 6,816 shares during the quarter. Microsoft makes up about 2.4% of Harel Insurance Investments & Financial Services Ltd.’s investment portfolio, making the stock its 13th largest holding. Harel Insurance Investments & Financial Services Ltd.’s holdings in Microsoft were worth $274,716,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. BLVD Private Wealth LLC lifted its holdings in shares of Microsoft by 0.6% during the 3rd 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. lifted its holdings in shares of Microsoft by 0.3% during the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after buying an additional 20 shares during the last quarter. ARK & TLK Investments LLC lifted its holdings in shares of Microsoft by 1.0% during the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after buying an additional 20 shares during the last quarter. Rochester Wealth Strategies LLC lifted its holdings in shares of Microsoft by 2.9% during 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 during the last quarter. Finally, Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

Microsoft Stock Down 4.2%

Shares of MSFT stock opened at $441.31 on Wednesday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a market cap of $3.28 trillion, a PE ratio of 26.27, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. The stock has a 50 day moving average of $403.52 and a 200-day moving average of $433.78. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping 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 company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company earned $3.46 earnings per share. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. On average, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s payout ratio is 21.67%.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on MSFT shares. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. HSBC decreased their target price on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. BMO Capital Markets decreased their target price on Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research report on Tuesday, April 28th. Finally, Mizuho decreased their target price on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a research report on Tuesday, April 14th. Forty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $561.20.

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 29,083 shares of company stock worth $12,710,152 over the last three months. 0.03% of the stock is currently owned by insiders.

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).