Helium Advisors LLC Purchases 7,062 Shares of Microsoft Corporation $MSFT

Helium Advisors LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 41.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,137 shares of the software giant’s stock after buying an additional 7,062 shares during the period. Microsoft accounts for about 8.5% of Helium Advisors LLC’s investment portfolio, making the stock its biggest holding. Helium Advisors LLC’s holdings in Microsoft were worth $8,935,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Taylor Securities Services Inc. acquired a new position in shares of Microsoft during the 4th quarter valued at $2,616,000. Markel Group Inc. lifted its holdings 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 buying an additional 1,950 shares during the period. Werba Rubin Papier Wealth Management lifted its holdings in shares of Microsoft by 15.7% in 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 buying an additional 1,698 shares during the period. World Investment Advisors boosted its stake in Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock valued at $131,750,000 after buying an additional 49,371 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its stake in Microsoft by 138.8% during 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 in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Trading Up 3.0%

Microsoft stock opened at $464.72 on Friday. The company has a 50 day moving average price of $397.99 and a 200 day moving average price of $405.96. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.27 and a current ratio of 1.23. The firm has a market capitalization of $3.45 trillion, a price-to-earnings ratio of 25.88, a P/E/G ratio of 1.41 and a beta of 1.13.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the previous year, the company posted $3.65 EPS. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. Research analysts forecast that Microsoft Corporation will post 19.53 EPS for the current year.

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on MSFT shares. Raymond James Financial cut shares of Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Wolfe Research restated an “outperform” rating and set a $550.00 price objective on shares of Microsoft in a research report on Thursday. UBS Group set a $525.00 price objective on shares of Microsoft in a research note on Thursday. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Scotiabank reissued an “outperform” rating and set a $510.00 target price on shares of Microsoft in a research note on Thursday. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $558.64.

Microsoft News Summary

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

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated 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 transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is 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).