Microsoft Corporation $MSFT Shares Sold by J. Safra Sarasin Holding AG

Posted by George Bondi on Jul 28th, 2026

J. Safra Sarasin Holding AG trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.3% during the 1st quarter, HoldingsChannel reports. The firm owned 627,951 shares of the software giant’s stock after selling 35,415 shares during the quarter. Microsoft accounts for 4.0% of J. Safra Sarasin Holding AG’s investment portfolio, making the stock its 3rd biggest holding. J. Safra Sarasin Holding AG’s holdings in Microsoft were worth $232,107,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its position in 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 acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC grew its stake in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC increased its holdings in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC increased its holdings in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after purchasing an additional 21 shares during the period. Finally, Better Money Decisions LLC lifted its position in shares of Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after purchasing an additional 21 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The stock was 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 in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 owned by insiders.

Microsoft Stock Performance

MSFT opened at $389.10 on Tuesday. 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 company has a market cap of $2.89 trillion, a PE ratio of 23.16, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. The stock has a 50-day moving average of $397.52 and a 200-day moving average of $406.99. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45.

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 for the quarter, beating 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 the consensus estimate of $81.44 billion. During the same period last year, the business earned $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. As a group, equities research analysts forecast that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is 21.67%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on MSFT shares. Citizens Jmp started coverage on shares of Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 price target for the company. UBS Group cut their target price on shares of Microsoft from $510.00 to $480.00 and set a “buy” rating for the company in a research report on Monday. Argus decreased their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research note on Friday, July 10th. Weiss Ratings restated a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, July 20th. Forty-two research 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 company has a consensus rating of “Moderate Buy” and an average target price of $554.73.

Read Our Latest Analysis on MSFT

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft launched Project Perception, an agentic security platform designed to detect and respond to AI-powered cyberattacks in real time. The company also introduced its first in-house cybersecurity model, MAI-Cyber-1-Flash. The products could strengthen Microsoft’s position in the growing enterprise cybersecurity market and create additional demand for Azure and security software. Microsoft launches its first cybersecurity model and a new agentic cybersecurity system
Positive Sentiment: Analysts and investors continue to report healthy Azure and broader cloud demand, with AI demand reportedly exceeding available capacity. UBS maintained a Buy rating, while Guggenheim reaffirmed its Buy rating with a $586 price target. Consensus expectations for Wednesday call for approximately $87.42 billion in revenue and $4.21 in earnings per share. Microsoft faces AI capex scrutiny as it prepares to report Q4 results
Positive Sentiment: Microsoft’s expanded partnership with Mistral and its work on custom chips support the company’s strategy of making Azure a leading platform for enterprise AI workloads. Investors view continued AI adoption and cloud monetization as potential catalysts for the earnings report.
Neutral Sentiment: The immediate focus is Microsoft’s planned roughly $190 billion in annual capital spending, a reported 61% increase. The investment could support long-term Azure growth, but the market wants evidence that cloud revenue and AI demand are growing fast enough to justify the cost. Options markets imply a potentially large post-earnings move of about 7.24%. Microsoft Plans $190 Billion of Capital Spending This Year
Negative Sentiment: Investors have recently been less willing to reward strong technology earnings because of concerns about AI spending returns, heavy debt issuance across the AI ecosystem, and margin pressure. Microsoft’s elevated spending could therefore weigh on the stock if Azure growth or forward guidance disappoints.
Negative Sentiment: Several law firms publicized securities class-action lawsuits alleging investor harm and misleading disclosures related to Microsoft’s Copilot positioning, data silos, and interoperability. The claims are an overhang, although their near-term financial impact is uncertain. Microsoft investor class-action announcement

About Microsoft

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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).