Hoge Financial Services LLC Has $2.64 Million Position in Microsoft Corporation $MSFT

03 Jul 2026, 09:03 by Tristan Rich · The Markets Daily

Hoge Financial Services LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 25.5% during the first quarter, HoldingsChannel.com reports. The fund owned 7,122 shares of the software giant’s stock after purchasing an additional 1,448 shares during the period. Microsoft accounts for 1.4% of Hoge Financial Services LLC’s portfolio, making the stock its 13th largest holding. Hoge Financial Services LLC’s holdings in Microsoft were worth $2,644,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in MSFT. Dagco Inc. grew its stake in shares of Microsoft by 3.3% in the 1st quarter. Dagco Inc. now owns 13,388 shares of the software giant’s stock valued at $4,956,000 after purchasing an additional 430 shares during the period. Kestra Private Wealth Services LLC boosted its stake in Microsoft by 6.3% in the 1st quarter. Kestra Private Wealth Services LLC now owns 387,641 shares of the software giant’s stock valued at $143,493,000 after buying an additional 22,843 shares in the last quarter. Norway Savings Bank boosted its stake in Microsoft by 3.4% in the 1st quarter. Norway Savings Bank now owns 19,829 shares of the software giant’s stock valued at $7,340,000 after buying an additional 646 shares in the last quarter. Chatterton & Associates Inc. grew its position in Microsoft by 17.0% in the first quarter. Chatterton & Associates Inc. now owns 3,962 shares of the software giant’s stock valued at $1,478,000 after acquiring an additional 576 shares during the period. Finally, Arta Finance Wealth Management LLC grew its position in Microsoft by 8.5% in the first quarter. Arta Finance Wealth Management LLC now owns 19,634 shares of the software giant’s stock valued at $7,268,000 after acquiring an additional 1,545 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft launched Microsoft Frontier Company, a new $2.5 billion AI implementation business that will embed about 6,000 engineers, consultants and support specialists inside customer operations to speed enterprise AI adoption. Reuters: Microsoft launches firm to help companies adopt AI with $2.5 billion
Positive Sentiment: Several reports and commentary said the new AI unit reinforces Microsoft’s leadership in enterprise AI and could drive more Azure and Copilot usage, helping explain the stock’s strength. GeekWire: Microsoft announces $2.5B ‘Frontier Company’ to embed AI engineers inside customers
Positive Sentiment: Microsoft’s enterprise AI momentum was also supported by a new five-year deal with Haleon to expand AI, cloud and data technology across the health company’s operations. MarketBeat: Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon
Neutral Sentiment: Microsoft is reportedly preparing another round of layoffs, potentially affecting thousands of workers in sales, consulting and Xbox, as it keeps pouring money into AI infrastructure. This may help costs over time, but it also highlights ongoing restructuring and margin pressure. Reuters: Microsoft partners with Singapore’s Lightstorm to build India-Southeast Asia undersea cable
Negative Sentiment: Investor sentiment is also being weighed by a securities fraud class action and related deadline reminders, which add legal uncertainty to the name. PRNewswire: Microsoft Corporation (MSFT) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

Microsoft Trading Up 1.6%

Shares of MSFT opened at $390.49 on Friday. 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 Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The firm has a market capitalization of $2.90 trillion, a PE ratio of 23.24, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. The stock’s fifty day simple moving average is $406.99 and its 200-day simple moving average is $418.05.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue was up 18.3% on a year-over-year basis. During the same period last year, the company earned $3.46 earnings per share. As a group, research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is 21.67%.

Analysts Set New Price Targets

A number of brokerages have issued reports on MSFT. Truist Financial cut their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Robert W. Baird reduced their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. New Street Research decreased their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Finally, TD Cowen reiterated a “buy” rating and issued a $540.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Forty-one investment analysts have rated the stock with a Buy rating and six 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 $560.86.

View Our Latest Report on MSFT

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last ninety days. Company insiders own 0.03% of the company’s stock.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).