PenderFund Capital Management Ltd. Makes New Investment in Microsoft Corporation $MSFT

Posted by Francis Steltz on Oct 22nd, 2026

PenderFund Capital Management Ltd. purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,900 shares of the software giant’s stock, valued at approximately $1,455,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MSFT. Strategic Wealth Advisors LLC lifted its position in shares of Microsoft by 1.7% during the 2nd quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock valued at $549,000 after acquiring an additional 24 shares during the period. Friedenthal Financial boosted its stake in shares of Microsoft by 6.2% during the 1st quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock worth $160,000 after acquiring an additional 25 shares in the last quarter. Sequent Planning LLC boosted its stake in shares of Microsoft by 0.7% during the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock worth $1,382,000 after acquiring an additional 25 shares in the last quarter. Lee Johnson Capital Management LLC grew its holdings in shares of Microsoft by 3.8% in the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock worth $256,000 after acquiring an additional 25 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC grew its holdings in shares of Microsoft by 0.5% in the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock worth $2,052,000 after acquiring an additional 26 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 0.2%

Shares of MSFT opened at $532.95 on Thursday. The firm has a market cap of $3.96 trillion, a PE ratio of 29.67, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The company’s fifty day moving average is $507.45 and its two-hundred day moving average is $444.58. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. 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 announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the company earned $3.65 EPS. Analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is 20.27%.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 150,314 shares of company stock worth $75,404,992 over the last ninety days. 0.03% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on MSFT. BMO Capital Markets raised their price objective on Microsoft from $515.00 to $600.00 and gave the company an “outperform” rating in a research note on Tuesday. BNP Paribas Exane lowered Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. Jefferies Financial Group increased their target price on Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a research report on Wednesday, October 14th. Yorkville Ives assumed coverage on Microsoft in a research note on Monday, October 5th. They issued an “outperform” rating and a $615.00 price target on the stock. Finally, Barclays lifted their price target on Microsoft from $512.00 to $600.00 and gave the company an “overweight” rating in a report on Tuesday, October 13th. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $592.15.

Check Out Our Latest Stock Analysis on MSFT

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Expectations are building for another earnings beat, with demand for Azure cloud infrastructure, Microsoft 365 and Copilot supporting revenue and earnings growth. The key catalyst will be Microsoft’s October 28 report, where investors will look for accelerating Azure growth and evidence that AI investments are translating into monetization. Microsoft Earnings Preview
Positive Sentiment: Microsoft remains viewed favorably as a relatively cash-generative way to participate in the AI-cloud buildout. While Oracle’s cloud growth is faster, Microsoft’s stronger free cash flow, lower leverage and broad enterprise installed base may provide greater financial resilience as AI capital expenditures rise. Oracle Versus Microsoft
Positive Sentiment: A new Boeing fleet-intelligence platform, Dataliner, is being built on Microsoft Azure AI Foundry. The partnership could add a recurring enterprise workload for Azure and demonstrate Microsoft’s ability to embed AI in industry-specific applications. Boeing and Microsoft Dataliner
Positive Sentiment: Tavant’s Microsoft Fabric accelerator is now available through Microsoft Marketplace, potentially making it easier for businesses to deploy Fabric-based analytics and AI solutions across Azure. Tavant Fabric Accelerator
Neutral Sentiment: GitHub Copilot is reportedly a major customer of Anthropic, highlighting demand for Microsoft’s AI developer tools but also exposing reliance on outside model providers and potential supplier concentration risk. Anthropic Revenue Concentration
Negative Sentiment: Microsoft’s withdrawal as anchor tenant from a U.K. AI data-center project because of power-supply delays underscores a growing constraint: electricity and grid access may slow Azure’s AI capacity expansion and increase infrastructure costs. Microsoft Withdraws From UK AI Data Center Project
Negative Sentiment: Investors remain concerned that elevated prices for components could make Microsoft’s next-generation Xbox, Project Helix, less competitive or pressure demand. The gaming business is also undergoing restructuring, adding uncertainty beyond Azure and productivity software. Project Helix Pricing Concerns

Microsoft Company Profile

(Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.