Nalls Sherbakoff Group LLC Makes New Investment in Microsoft Corporation $MSFT

Posted by Francis Steltz on Jun 23rd, 2026

Nalls Sherbakoff Group LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,061 shares of the software giant’s stock, valued at approximately $997,000. Microsoft comprises approximately 0.7% of Nalls Sherbakoff Group LLC’s investment portfolio, making the stock its 29th largest position.

A number of other large investors also recently made changes to their positions in the company. PMG Family Office LLC bought a new position in shares of Microsoft during the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC raised its holdings in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its stake in Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its stake in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares during the period. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have issued reports on MSFT. Bank of America initiated coverage on Microsoft in a research report on Tuesday, March 24th. They issued a “buy” rating and a $500.00 target price for the company. Deutsche Bank Aktiengesellschaft cut their price target on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. President Capital lifted their price objective on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore lowered their price objective on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Finally, Mizuho dropped their price objective on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a report on Tuesday, April 14th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $561.20.

Check Out Our Latest Stock Analysis on MSFT

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer 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. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. 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 valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Microsoft News Roundup

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

Microsoft Price Performance

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

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the prior year, the firm posted $3.46 EPS. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio is currently 21.67%.

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).