James Hambro & Partners 13F: Adds $3.4M to Microsoft (MSFT) Stake

James Hambro & Partners boosted its stake in Microsoft Corporation (MSFT) by 6,627 shares, according to a Form 13F filing disclosed with the SEC on October 19, 2026.

MSFT Microsoft Corporation

$532.12 ▲ +13.23% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in James Hambro & Partners's Microsoft Corporation Position

The adjustment brought the fund's total holdings in the tech giant to 435,336 shares. The increased position carried a reported value of $223,296,894 based on the filing data. This marked a 1.5% increase compared to the previous quarter's total of 428,709 shares.

Other Institutional Activity in Microsoft Corporation

Other large investors adjusted their holdings around the same time. PensionDanmark Pensionsforsikringsaktieselskab reduced its holdings by 27,259 shares, ending with 1,392,232 shares worth about $714,075,793.

Microsoft Corporation Stock Up 0.9%

Microsoft shares recently traded around $533.61, remaining close to the $533.52 close recorded on the filing date. The stock sits well above its 50-day moving average of $506.20 and its 200-day moving average of $435.50. Meanwhile, the consensus price target from wall street analysts stands at $599.28.

Recent Earnings

Microsoft generated $331.8 billion in trailing twelve month revenue with a net profit margin of 40.3% and a return on equity of 34.0%. Earnings per share over the same period reached $18.10. The company's next quarterly financial report is scheduled for release on October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, which translates to a dividend yield of 0.73%. The payout ratio sits at 19.8% of earnings.

Insider Buying and Selling at Microsoft Corporation

Company insiders executed several share sales prior to the filing date. Chief Executive Officer Satya Nadella sold 86,525 shares valued at $43.4 million, while Chief Financial Officer Amy E Hood parted with a total of 48,979 shares across two separate transactions worth roughly $24.7 million. Officer Judson Althoff also sold 10,000 shares for $4.9 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the software maker in mid-October. UBS maintained a Buy rating with a target of $675.00, Citigroup kept a Buy rating with a $636.00 target, Mizuho maintained an Outperform rating with a target of $600.00, StoneX held a Buy rating with a target of $600.00, and Bernstein reiterated an Outperform rating with a $662.00 price target. Overall, the stock holds a consensus rating of strong_buy from 53 analysts.

About Microsoft Corporation

Headquartered in Redmond, Washington, Microsoft builds software solutions, cloud infrastructure, personal computing devices, and gaming platforms for individuals and enterprises globally. Its diverse product ecosystem ranges from operating systems and server applications to productivity tools and hardware.

Bottom Line

Investors will look toward the upcoming October 28 earnings report for fresh details on revenue growth and cloud demand. Monitoring subsequent institutional filings will show whether other major funds follow James Hambro's lead.