Allspring Global Investments Holdings LLC Has $1.30 Billion Stock Holdings in Microsoft Corporation $MSFT

Allspring Global Investments Holdings LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.9% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,506,174 shares of the software giant's stock after purchasing an additional 63,967 shares during the quarter. Microsoft makes up approximately 2.2% of Allspring Global Investments Holdings LLC's portfolio, making the stock its 2nd biggest position. Allspring Global Investments Holdings LLC's holdings in Microsoft were worth $1,295,075,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% in the second 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 last quarter. Shepherd Kaplan Krochuk LLC lifted its position in Microsoft by 4.9% in 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 boosted its stake in Microsoft by 3.1% during 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 last quarter. Pollock Investment Advisors LLC boosted its stake in Microsoft by 0.8% during 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 last quarter. Finally, Better Money Decisions LLC increased its holdings in shares of Microsoft by 0.6% in the 2nd 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. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were 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 directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $464.72 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market capitalization of $3.45 trillion, a PE ratio of 25.88, a price-to-earnings-growth ratio of 1.41 and a beta of 1.13. The firm's 50 day moving average price is $397.99 and its 200-day moving average price is $405.96. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) 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 analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business posted $3.65 earnings per share. Equities research analysts expect that Microsoft Corporation will post 19.53 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is currently 20.27%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on MSFT shares. Piper Sandler upped their price target on Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a report on Tuesday. Guggenheim reiterated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a report on Monday, July 27th. Truist Financial reissued a "buy" rating and issued a $575.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. China Renaissance lowered their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a research note on Monday, May 4th. Finally, Argus dropped their price target on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a report on Friday, July 10th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $558.64.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

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).

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