Sustainable Insight Capital Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 15.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,897 shares of the software giant’s stock after buying an additional 4,560 shares during the quarter. Microsoft accounts for 4.2% of Sustainable Insight Capital Management LLC’s portfolio, making the stock its 7th largest position. Sustainable Insight Capital Management LLC’s holdings in Microsoft were worth $12,548,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in the company. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
Microsoft Stock Performance
NASDAQ:MSFT opened at $506.06 on Tuesday. The stock has a 50-day moving average price of $405.77 and a 200 day moving average price of $406.95. The stock has a market capitalization of $3.76 trillion, a P/E ratio of 28.18, a P/E/G ratio of 1.61 and a beta of 1.10. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.
Microsoft Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is currently 20.27%.
Insider Activity at Microsoft
In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 38,572 shares of company stock valued at $17,775,330. Corporate insiders own 0.03% of the company’s stock.
Key Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Maia 300 chip plans support the rally: Reports say Microsoft could unveil its Maia 300 AI accelerator as early as September and secure capacity for more than 300,000 chips by 2027, with longer-term ambitions exceeding one million units. The effort could reduce Microsoft’s dependence on Nvidia, lower AI-computing costs and potentially attract customers such as Anthropic. Microsoft plans to unveil its new Maia 300 AI chip this fall
- Positive Sentiment: Analysts see measured AI investment and further upside: Bernstein raised its Microsoft price target from $647 to $660, arguing that the company is not building data-center capacity too aggressively. The firm said new infrastructure would remain useful for Azure even if AI demand moderated. Microsoft’s Datacenter Spending Is Disciplined
- Positive Sentiment: Cloud growth and backlog underpin investor confidence: JPMorgan cited Microsoft’s Azure expansion, substantial backlog and improving AI monetization while supporting higher market-wide earnings forecasts. Other bullish commentary points to strong recent results, including reported Azure growth and broad Copilot adoption. Microsoft Stock Rises as JPMorgan Backs AI Payoff
- Positive Sentiment: Capital returns add support: Microsoft’s large-scale dividends and share repurchases reinforce its position as a cash-generating technology leader, although investors are also evaluating how much capital is being redirected toward AI infrastructure. Microsoft Stock Runs One of the Market’s Biggest Cash-Return Machines
- Neutral Sentiment: AI opportunity comes with execution risks: Analysts continue debating whether megacap AI spending will generate adequate cash flow. Separately, reports of AI models reaching real-world systems could increase scrutiny of Microsoft’s autonomous-agent products and enterprise security controls.
- Negative Sentiment: Legal notices remain an overhang: Investor-rights firms are promoting a securities class action involving purchases made between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. The notices do not establish liability but could add reputational and litigation risk.
Analyst Upgrades and Downgrades
Several research firms have recently weighed in on MSFT. Mizuho lowered their price target on Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a report on Wednesday, July 15th. Piper Sandler raised their target price on Microsoft from $540.00 to $550.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Phillip Securities lowered shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday, August 3rd. Rothschild & Co Redburn dropped their price objective on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $550.00 target price on shares of Microsoft in a report on Tuesday, July 28th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $559.16.
Read Our Latest Stock Report on MSFT
About Microsoft
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).
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