Gateway Wealth Partners LLC Boosts Stake in Microsoft Corporation $MSFT

Posted by Geri Gentry on Aug 12th, 2026

Gateway Wealth Partners LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 219.5% in the first quarter, according to its most recent filing with the SEC. The fund owned 60,917 shares of the software giant’s stock after acquiring an additional 41,850 shares during the period. Microsoft makes up 0.9% of Gateway Wealth Partners LLC’s investment portfolio, making the stock its 16th biggest position. Gateway Wealth Partners LLC’s holdings in Microsoft were worth $22,549,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter valued at $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

Shares of Microsoft stock opened at $503.81 on Wednesday. The company’s fifty day simple moving average is $407.02 and its two-hundred day simple moving average is $407.37. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The firm has a market cap of $3.74 trillion, a PE ratio of 28.05, a price-to-earnings-growth ratio of 1.63 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.65 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 19.58 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 20.27%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft’s latest earnings showed stronger-than-expected profitability and revenue, with Azure growth and Copilot adoption reinforcing the view that substantial AI investment is beginning to generate returns. Hedge funds and institutional investors continue to favor Microsoft over some other mega-cap technology names. Hedge Funds Favor Microsoft Over Meta
Positive Sentiment: Bernstein raised its Microsoft price target to $660 and maintained an Outperform rating, arguing that Microsoft’s data-center expansion is measured, flexible, and supported by durable cloud demand. Other analysts also identified Azure growth, backlog, and institutional buying as potential catalysts for a year-end rally. Bernstein Raises Microsoft Target
Positive Sentiment: Reports that Microsoft may unveil its Maia 300 AI chip as early as September and secure production capacity for more than 300,000 units could reduce reliance on Nvidia processors, lower long-term AI costs, and support Microsoft’s cloud strategy. Microsoft Maia 300 Chip Report

Analyst Ratings Changes

Several research firms have weighed in on MSFT. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Citigroup reaffirmed a “buy” rating and set a $600.00 price objective (up from $570.00) on shares of Microsoft in a research note on Tuesday, July 28th. TD Cowen reiterated a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Citizens Jmp reissued a “market outperform” rating and issued a $550.00 target price on shares of Microsoft in a research note on Tuesday, July 28th. Finally, Truist Financial restated a “buy” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two equities research analysts have rated the stock with a Buy rating and five have given 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 $559.16.

View Our Latest Analysis on Microsoft

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company’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 value 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 sold 38,572 shares of company stock valued at $17,775,330 in the last 90 days. Insiders own 0.03% of the company’s stock.

Microsoft 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).