Microsoft Corporation $MSFT Holdings Boosted by Boreal Capital Management LLC

Key Points

• Institutional ownership increased: Boreal Capital Management raised its Microsoft stake by 33.2% to 10,489 shares, worth approximately $3.88 million. Institutional investors collectively own 71.13% of Microsoft.
• Strong quarterly performance: Microsoft reported adjusted earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst estimates, while revenue grew 17.7% year over year.
• Dividend and analyst support: Microsoft declared a quarterly dividend of $0.91 per share, representing a 0.7% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $559.16, although insiders have recently sold shares.

Boreal Capital Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 33.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,489 shares of the software giant's stock after acquiring an additional 2,614 shares during the quarter. Microsoft accounts for approximately 3.6% of Boreal Capital Management LLC's holdings, making the stock its 4th biggest holding. Boreal Capital Management LLC's holdings in Microsoft were worth $3,883,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased its position 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 valued at $347,211,391,000 after acquiring an additional 15,955,898 shares during the period. State Street Corp boosted its holdings in shares of 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 purchasing an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its stake in shares of Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after purchasing an additional 1,911,142 shares during the last quarter. Morgan Stanley grew its stake in shares of Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank purchased a new position in Microsoft during the 4th quarter valued at about $50,664,631,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Up 1.2%

Microsoft stock opened at $506.06 on Tuesday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The business's fifty day simple moving average is $405.77 and its two-hundred day simple moving average is $406.95. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a market capitalization of $3.76 trillion, a price-to-earnings ratio of 28.18, a price-to-earnings-growth ratio of 1.61 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's revenue was up 17.7% on a year-over-year basis. During the same period last year, the company earned $3.65 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 38,572 shares of company stock valued at $17,775,330. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of several research analyst reports. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a report on Monday, May 4th. HSBC decreased their target price on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. 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, Benchmark reaffirmed a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $559.16.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 chip plans support the rally: Reports say Microsoft could unveil its Maia 300 AI accelerator as early as September and secure capacity for more than 300,000 chips by 2027, with longer-term ambitions exceeding one million units. The effort could reduce Microsoft’s dependence on Nvidia, lower AI-computing costs and potentially attract customers such as Anthropic. Microsoft plans to unveil its new Maia 300 AI chip this fall
• Positive Sentiment: Analysts see measured AI investment and further upside: Bernstein raised its Microsoft price target from $647 to $660, arguing that the company is not building data-center capacity too aggressively. The firm said new infrastructure would remain useful for Azure even if AI demand moderated. Microsoft's Datacenter Spending Is Disciplined
• Positive Sentiment: Cloud growth and backlog underpin investor confidence: JPMorgan cited Microsoft’s Azure expansion, substantial backlog and improving AI monetization while supporting higher market-wide earnings forecasts. Other bullish commentary points to strong recent results, including reported Azure growth and broad Copilot adoption. Microsoft Stock Rises as JPMorgan Backs AI Payoff
• Positive Sentiment: Capital returns add support: Microsoft’s large-scale dividends and share repurchases reinforce its position as a cash-generating technology leader, although investors are also evaluating how much capital is being redirected toward AI infrastructure. Microsoft Stock Runs One of the Market's Biggest Cash-Return Machines
• Neutral Sentiment: AI opportunity comes with execution risks: Analysts continue debating whether megacap AI spending will generate adequate cash flow. Separately, reports of AI models reaching real-world systems could increase scrutiny of Microsoft’s autonomous-agent products and enterprise security controls.
• Negative Sentiment: Legal notices remain an overhang: Investor-rights firms are promoting a securities class action involving purchases made between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. The notices do not establish liability but could add reputational and litigation risk.

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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