Genus Capital Management Inc. Sells 4,130 Shares of Microsoft Corporation $MSFT

Key Points

• Genus Capital Management cut its Microsoft stake by 16% in the fourth quarter, selling 4,130 shares and leaving it with 21,707 shares worth about $10.5 million.
• Microsoft continues to draw strong support from analysts and investors, with multiple firms maintaining or reiterating buy ratings and an average target price of about $561.20.
• The company’s fundamentals remain solid, as recent earnings beat expectations and revenue grew 18.3% year over year, while its AI business is also being highlighted as a major growth driver.

Genus Capital Management Inc. lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 21,707 shares of the software giant's stock after selling 4,130 shares during the period. Microsoft accounts for about 1.2% of Genus Capital Management Inc.'s investment portfolio, making the stock its 23rd biggest holding. Genus Capital Management Inc.'s holdings in Microsoft were worth $10,498,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in Microsoft in the 4th quarter worth $34,000. Fairway Wealth LLC boosted its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new position in Microsoft in the 3rd quarter worth $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter worth $50,000. Institutional investors own 71.13% of the company's stock.

Key Stories Impacting 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

Microsoft Price Performance

Shares of MSFT stock opened at $416.67 on Monday. The stock has a market cap of $3.10 trillion, a P/E ratio of 24.80, a PEG ratio of 1.50 and a beta of 1.11. Microsoft Corporation has a 52 week low of $356.28 and a 52 week 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 company's fifty day simple moving average is $407.63 and its two-hundred day simple moving average is $431.54.

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

Microsoft Announces Dividend

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

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. DA Davidson dropped their target price on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. William Blair reaffirmed an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. China Renaissance dropped their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a report on Monday, May 4th. Sanford C. Bernstein upped their target price on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average target price of $561.20.

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Microsoft 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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