HB Wealth Management 13F: Adds $29M to Microsoft (MSFT) Stake

HB Wealth Management added 56,226 shares of Microsoft Corporation MSFT during the quarter, growing its total stake by 10.2% to 609,049 shares. According to a Form 13F filing filed with the SEC on October 23, 2026, the updated position was valued at approximately $312.4 million at the close of the period.

MSFT Microsoft Corporation

$524.51 ▲ +11.61% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in HB Wealth Management's Microsoft Corporation Position

The fund increased its investment in the software maker by purchasing additional shares, lifting its total holding past the 600,000 mark. The reported value of the stake reflects the broader market valuation of the technology giant during the period.

Other Institutional Activity in Microsoft Corporation

Other major institutional investors adjusted their positions in the technology firm during the same filing window. Simplicity Wealth, LLC grew its holdings by 7,515 shares, ending with 93,276 shares worth about $47.8 million. Mondrian Investment Partners reduced its stake by 222,484 shares, leaving it with 291,748 shares valued at roughly $149.6 million. BSN CAPITAL PARTNERS opened a position with 816,767 shares worth about $405.2 million. Wilmington Savings Fund Society, FSB trimmed its holding by 6,047 shares to 262,866 shares valued at approximately $134.8 million. NTV Asset Management added 2,634 shares, lifting its total stake to 57,407 shares worth about $29.4 million.

Microsoft Corporation Stock Down 1.6%

Microsoft Corporation MSFT recently traded around $524.52 on October 24, 2026, compared to an event close of $524.51 on October 23, 2026. The stock trades about 5.3% below its 52-week high of $553.72 and well above its 52-week low of $349.20. Shares are positioned above both their 50-day moving average of $507.88 and their 200-day moving average of $436.31.

Recent Earnings

Microsoft Corporation generated $331.84 billion in trailing twelve-month revenue alongside year-over-year revenue growth of 17.7%. The company posted a net profit margin of 40.3% and a return on equity of 34.0%, with trailing earnings of $17.95 per share. The next corporate earnings release is scheduled for October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, which translates to a dividend yield of 0.75%. The payout ratio sits at 19.8% of earnings.

Insider Buying and Selling at Microsoft Corporation

Insider activity leading up to the filing included multiple transactions by company executives. Officer Judson Althoff sold 10,000 shares on August 5, 2026, at an average price of $487.89 for a total value of about $4.88 million. Chief Executive Officer Satya Nadella sold 86,525 shares on September 1, 2026, valued at roughly $43.39 million. Chief Financial Officer Amy E Hood sold 41,674 shares on September 14, 2026, valued at approximately $20.76 million, and later sold 7,305 shares on October 13, 2026, for about $3.98 million.

Analysts Set New Price Targets

Analyst coverage remained active ahead of the filing period. UBS maintained a Buy rating on October 15, 2026, raising its price target from $525.00 to $675.00. StoneX kept a Buy rating on October 16, 2026, lifting its target from $525.00 to $600.00. Bernstein maintained an Outperform rating on October 19, 2026, moving its target from $660.00 to $662.00. BMO Capital kept an Outperform rating on October 20, 2026, raising its target from $515.00 to $600.00. Guggenheim reiterated a Buy rating on October 21, 2026, keeping its price target at $586.00. Across the broader analyst community, the stock holds a consensus recommendation of Strong Buy with a mean price target of $601.73.

About Microsoft Corporation

Microsoft Corporation develops and supports a broad portfolio of software solutions, operating systems, server applications, developer tools, and hardware devices for individuals and businesses worldwide. Institutional interest from firms like HB Wealth Management underscores ongoing financial participation in the company's enterprise and cloud computing offerings.

Bottom Line

Investors will look to the upcoming earnings report on October 28, 2026, for further updates on revenue and profit margins. Monitoring subsequent institutional filings will provide additional clarity on large-scale positioning.