Microsoft Corporation $MSFT Stake Boosted by SeaBridge Investment Advisors LLC

Posted by Geri Gentry on Sep 12th, 2026

SeaBridge Investment Advisors LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,132 shares of the software giant’s stock after buying an additional 1,037 shares during the period. Microsoft accounts for approximately 2.3% of SeaBridge Investment Advisors LLC’s portfolio, making the stock its 10th largest position. SeaBridge Investment Advisors LLC’s holdings in Microsoft were worth $16,089,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Microsoft by 4.0% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after acquiring an additional 8,773 shares in the last quarter. Markel Group Inc. increased its holdings in shares of Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after purchasing an additional 1,950 shares in the last quarter. Bessemer Group Inc. raised its stake in shares of Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after purchasing an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. bought a new position in shares of Microsoft during the fourth quarter valued at $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Microsoft by 138.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after buying an additional 788,297 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 101,335 shares of company stock valued at $50,655,795 in the last 90 days. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $495.63 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company’s fifty day moving average price is $455.85 and its 200-day moving average price is $419.16. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a market capitalization of $3.68 trillion, a PE ratio of 27.60, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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%. Microsoft’s quarterly revenue was up 17.7% on a year-over-year basis. During the same period last year, the company posted $3.65 earnings per share. On average, equities analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have issued reports on MSFT shares. Scotiabank reissued an “outperform” rating and issued a $510.00 target price on shares of Microsoft in a research report on Thursday, July 30th. DA Davidson reaffirmed a “buy” rating and set a $550.00 target price on shares of Microsoft in a report on Thursday, July 30th. Stifel Nicolaus increased their price target on shares of Microsoft from $450.00 to $530.00 and gave the stock a “hold” rating in a research report on Friday, September 4th. Royal Bank Of Canada reissued an “outperform” rating on shares of Microsoft in a research report on Thursday. Finally, Benchmark restated a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $564.27.

Check Out Our Latest Stock Analysis on MSFT

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.