Taylor Securities Services Inc. Makes New $2.62 Million Investment in Microsoft Corporation $MSFT

Posted by Geri Gentry on Jun 23rd, 2026

Taylor Securities Services Inc. bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,409 shares of the software giant’s stock, valued at approximately $2,616,000. Microsoft comprises approximately 1.2% of Taylor Securities Services Inc.’s portfolio, making the stock its 10th biggest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft 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 completion of the sale, 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 document filed with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’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 transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Microsoft stock opened at $367.34 on Tuesday. The stock has a market cap of $2.73 trillion, a price-to-earnings ratio of 21.87, a PEG ratio of 1.37 and a beta of 1.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business has a 50-day simple moving average of $412.26 and a 200 day simple moving average of $424.28. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the firm posted $3.46 EPS. On average, research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Analyst Ratings Changes

Several brokerages recently weighed in on MSFT. Bank of America initiated coverage on Microsoft in a report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 price objective for the company. Rothschild & Co Redburn dropped their price objective on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Dbs Bank reduced their target price on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Mizuho lowered their price target on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 14th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Check Out Our Latest Research Report on Microsoft

Microsoft Company Profile

(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).