Frisch Financial Group Inc. Acquires 1,869 Shares of Microsoft Corporation $MSFT

Key Points

• Frisch Financial Group Inc. increased its Microsoft stake by 7.9% in the fourth quarter, buying 1,869 additional shares and bringing its total holdings to 25,385 shares worth about $12.3 million.
• Microsoft continues to attract strong institutional interest, with major investors like Vanguard and others adding to positions; overall, 71.13% of the stock is owned by institutional investors.
• The company remains backed by solid operating and analyst momentum, with recent earnings beating expectations and Wall Street maintaining a Moderate Buy rating, though some insider selling and technical-chart weakness have created short-term noise.

Frisch Financial Group Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 25,385 shares of the software giant's stock after acquiring an additional 1,869 shares during the period. Microsoft comprises 2.8% of Frisch Financial Group Inc.'s portfolio, making the stock its 11th biggest position. Frisch Financial Group Inc.'s holdings in Microsoft were worth $12,277,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Norges Bank bought a new stake in Microsoft during the 2nd quarter valued at $50,493,678,000. Nuveen LLC bought a new stake in Microsoft during the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Trending Headlines about Microsoft

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

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the 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 completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on 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 of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently commented on MSFT shares. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research report on Friday, May 22nd. Robert W. Baird reduced their price target on Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. Arete Research boosted their price target on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Guggenheim reissued a "buy" rating and issued a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. Finally, Mizuho reduced their price target on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research report on Tuesday, April 14th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average price target of $561.20.

Microsoft Stock Performance

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

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

Microsoft Dividend Announcement

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 issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is presently 21.67%.

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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