Microsoft Corporation $MSFT Holdings Increased by LRI Investments LLC

Posted by Brian Himes on Sep 2nd, 2026

LRI Investments LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,986 shares of the software giant’s stock after acquiring an additional 1,261 shares during the period. Microsoft accounts for approximately 1.6% of LRI Investments LLC’s holdings, making the stock its 11th biggest position. LRI Investments LLC’s holdings in Microsoft were worth $20,138,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Longfellow Investment Management Co. LLC increased its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at $36,000. Fairway Wealth LLC boosted its stake in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, Frankly Finances LLC bought a new position in Microsoft during the second quarter valued at about $35,000. 71.13% of the stock is currently owned by institutional investors.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Bank of America raised its price target to $600 from $500 and maintained a Buy rating. The bank cited accelerating cloud growth, improving AI efficiency and better visibility into returns on investment. Its thesis includes approximately 43% Azure growth and more than 30 million paid Copilot seats, implying substantial upside. Microsoft’s AI strategy accelerates cloud growth and efficiency: analysts
Positive Sentiment: Microsoft expanded its HUMAIN partnership in the Middle East and Africa. The companies plan to combine HUMAIN ONE with Microsoft 365 Copilot and IQ capabilities for as many as one million enterprise users, while also bringing Arabic-language AI models to Microsoft’s ecosystem. The deal supports Microsoft’s international AI distribution and enterprise monetization strategy. Microsoft extends HUMAIN tie up
Positive Sentiment: Analysts and financial media continue to view Microsoft as a leading hyperscaler, citing Azure demand, Copilot adoption, strong cash generation and a valuation that remains reasonable relative to its growth prospects. Technical coverage also places MSFT in or near a potential buy zone after its recent rally. Why Microsoft’s stock could rally another 20%
Neutral Sentiment: Microsoft customers can now deploy Laurel through the Microsoft Marketplace, adding another application to the company’s enterprise distribution ecosystem, though the immediate financial effect was not disclosed. Laurel Now Available in the Microsoft Marketplace
Negative Sentiment: Microsoft 365 and Outlook outages persisted into a second day. Although service appeared to be improving, prolonged disruptions could frustrate enterprise customers and raise questions about reliability. Microsoft 365 outage drags on
Negative Sentiment: Investors remain focused on Microsoft’s approximately $116 billion in fiscal 2026 property and equipment spending. Continued AI infrastructure investment may support long-term growth but could pressure depreciation, margins and returns if demand fails to keep pace. Rising interest rates and Windows 11 update problems add further near-term risk.

Analyst Ratings Changes

MSFT has been the topic of a number of research analyst reports. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday, July 30th. Wedbush restated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. Raymond James Financial cut shares of Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Dbs Bank dropped their target price on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Finally, BMO Capital Markets increased their target price on shares of Microsoft from $500.00 to $515.00 and gave the company an “outperform” rating in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $562.49.

View Our Latest Stock Analysis on MSFT

Microsoft Trading Down 1.2%

Shares of NASDAQ MSFT opened at $501.02 on Wednesday. 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 Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a market cap of $3.72 trillion, a price-to-earnings ratio of 27.90, a P/E/G ratio of 1.63 and a beta of 1.11. The business has a fifty day simple moving average of $436.21 and a 200-day simple moving average of $413.78.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm earned $3.65 earnings per share. The business’s quarterly revenue was up 17.7% on a year-over-year basis. Sell-side analysts predict that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

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

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 21,810 shares of company stock valued at $10,110,874 in the last ninety days. Company insiders own 0.03% of the company’s stock.

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).