Microsoft Corporation $MSFT Shares Acquired by Stenger Family Office LLC

Stenger Family Office LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 14.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 77,896 shares of the software giant’s stock after acquiring an additional 9,602 shares during the period. Microsoft makes up 5.2% of Stenger Family Office LLC’s holdings, making the stock its 3rd biggest holding. Stenger Family Office LLC’s holdings in Microsoft were worth $28,835,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. State Street Corp grew its holdings in Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after buying an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC raised its position in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the last quarter. Morgan Stanley raised its position in Microsoft by 0.8% in the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after buying an additional 980,439 shares during the last quarter. Finally, Norges Bank bought a new position in Microsoft during the 4th quarter valued at $50,664,631,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 1.1%

Shares of Microsoft stock opened at $397.75 on Wednesday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm has a market cap of $2.95 trillion, a PE ratio of 23.68, a P/E/G ratio of 1.20 and a beta of 1.13. The stock has a fifty day moving average price of $399.87 and a 200-day moving average price of $409.57. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business posted $3.46 EPS. Equities research analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion
• Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks
• Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings
• Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth
• Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership
• Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors
• Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This represents 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 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on MSFT. President Capital lifted their price objective on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wolfe Research dropped their price target on shares of Microsoft from $570.00 to $525.00 and set an “outperform” rating on the stock in a research report on Monday, July 6th. BNP Paribas Exane cut their price target on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. CLSA initiated coverage on shares of Microsoft in a report on Monday. They set an “outperform” rating and a $535.00 price target on the stock. Finally, HSBC reduced their price objective on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Forty-two research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $556.37.

Microsoft Company Profile

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).