McLaughlin Asset Management Inc. Takes Position in Microsoft Corporation $MSFT

Posted by George Bondi on Jun 20th, 2026

McLaughlin Asset Management Inc. acquired a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 8,329 shares of the software giant’s stock, valued at approximately $4,028,000. Microsoft makes up 3.6% of McLaughlin Asset Management Inc.’s portfolio, making the stock its 4th largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its holdings 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 worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new position in Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft during the 4th quarter worth $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

NASDAQ MSFT opened at $379.40 on Friday. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The stock has a market cap of $2.82 trillion, a PE ratio of 22.58, a PEG ratio of 1.37 and a beta of 1.11. The firm has a 50-day simple moving average of $412.37 and a 200 day simple moving average of $425.58. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) 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 analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the company posted $3.46 earnings per share. On average, research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Activity

In other news, 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 sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on MSFT shares. Sanford C. Bernstein upped their price target on shares of Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a report on Thursday, April 30th. TD Cowen reiterated a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Citigroup started coverage on Microsoft in a report on Monday, June 1st. They issued a “market outperform” rating on the stock. Finally, Bank of America assumed coverage on Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price target for the company. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $561.20.

View Our Latest Stock Analysis on MSFT

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).