Envestnet Portfolio Solutions Inc. Has $230.37 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Envestnet Portfolio Solutions increased its Microsoft stake by 2.2% in the fourth quarter, ending with 476,362 shares valued at about $230.37 million. Microsoft is now its 29th-largest holding and makes up 0.8% of the portfolio.
• Institutional ownership of Microsoft remains very high, with firms like Vanguard, State Street, Geode Capital, Norges Bank, and Northern Trust also reporting large positions or recent increases. Overall, 71.13% of Microsoft stock is owned by institutions and hedge funds.
• Wall Street sentiment stays constructive: Microsoft has a Moderate Buy consensus rating and an average price target of $561.20. The company also recently beat quarterly earnings and revenue estimates, while analysts continue to highlight its AI and cloud growth story.

Envestnet Portfolio Solutions Inc. lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 476,362 shares of the software giant's stock after acquiring an additional 10,215 shares during the quarter. Microsoft makes up 0.8% of Envestnet Portfolio Solutions Inc.'s portfolio, making the stock its 29th biggest holding. Envestnet Portfolio Solutions Inc.'s holdings in Microsoft were worth $230,371,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the last quarter. State Street Corp increased its stake in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new position in shares of Microsoft in the second quarter worth $50,493,678,000. Finally, Northern Trust Corp increased its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. Citizens Jmp assumed coverage on shares of Microsoft in a research note on Monday, June 1st. They issued an "outperform" rating and a $550.00 price target on the stock. Truist Financial decreased their price objective on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. President Capital upped 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. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $502.00 price objective on shares of Microsoft in a report on Thursday. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $561.20.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
• Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett's Berkshire Hathaway 25 Years Ago
• Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft's board
• Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
• Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
• Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft's Board of Directors

Microsoft Stock Performance

NASDAQ:MSFT opened at $416.67 on Friday. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $3.10 trillion, a PE ratio of 24.80, a price-to-earnings-growth ratio of 1.54 and a beta of 1.11. The firm has a 50-day moving average price of $407.63 and a 200 day moving average price of $432.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the business posted $3.46 earnings per share. The company's quarterly revenue was up 18.3% compared to the same quarter last year. Research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is 21.67%.

Insider Activity

In related 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 value 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction that occurred 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 sale, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

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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