Microsoft Corporation $MSFT is Headinvest LLC's 2nd Largest Position

Key Points

• Headinvest LLC increased its Microsoft stake by 6.8% in the fourth quarter, adding 2,834 shares to bring its total to 44,722 shares worth about $21.6 million. Microsoft is now the firm’s second-largest holding and makes up 4.3% of its portfolio.
• Microsoft continues to draw strong institutional and analyst support, with hedge funds owning 71.13% of the stock and analysts maintaining a Moderate Buy consensus. Forty analysts rate MSFT a Buy, while the average price target stands at $561.20.
• The company’s recent fundamentals remain solid: Microsoft beat quarterly EPS and revenue estimates, posted 18.3% year-over-year revenue growth, and declared a quarterly dividend of $0.91 per share. News flow also remains upbeat, with AI-related developments and its upcoming Build 2026 conference drawing investor attention.

Headinvest LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 44,722 shares of the software giant's stock after acquiring an additional 2,834 shares during the period. Microsoft makes up 4.3% of Headinvest LLC's portfolio, making the stock its 2nd biggest position. Headinvest LLC's holdings in Microsoft were worth $21,629,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Fairway Wealth LLC lifted its stake in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares in the last quarter. LSV Asset Management acquired a new position in shares of Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft during the third quarter worth about $49,000. Finally, Daytona Street Capital LLC acquired a new position in shares of Microsoft during the fourth quarter worth about $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Nvidia unveiled its RTX Spark / N1X AI PC chip in partnership with Microsoft, and multiple reports say this validates Microsoft’s push into “agentic” Windows PCs and could open a new growth avenue in AI-enabled devices. Article Title
• Positive Sentiment: Microsoft’s Build 2026 conference begins June 2, and investors are positioning for product and AI announcements that could showcase new Copilot, cloud, and developer tools. Article Title
• Positive Sentiment: Wall Street commentary has turned more constructive, with one new call highlighting Microsoft’s upside potential as AI demand and enterprise adoption continue to support revenue growth. Article Title
• Neutral Sentiment: Several articles focused on Microsoft’s broader AI strategy, including new coding-model competition with Google and OpenAI and a redesigned Microsoft 365 Copilot interface, which signals continued investment but no immediate earnings impact. Article Title
• Neutral Sentiment: Recent commentary noted Microsoft is benefiting from a bullish technical setup, with shares moving above the 200-day moving average and sentiment improving after a weak start to the year. Article Title
• Negative Sentiment: One report raised concerns about internal employee sentiment and increased performance pressure at Microsoft, which is not an immediate stock driver but could point to execution strain if it persists. Article Title

Analyst Upgrades and Downgrades

A number of brokerages have commented on MSFT. New Street Research reduced their price objective on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. BNP Paribas Exane cut their price target on Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. DZ Bank restated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Daiwa Securities Group cut their target price on Microsoft from $630.00 to $600.00 and set a "buy" rating on the stock in a research report on Wednesday, February 4th. Finally, Dbs Bank cut their target price on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Forty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. 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 dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $460.52 on Tuesday. The company's 50-day moving average price is $403.52 and its 200-day moving average price is $433.78. Microsoft Corporation has a twelve month low of $356.28 and a twelve 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 company has a market cap of $3.42 trillion, a PE ratio of 27.41, a price-to-earnings-growth ratio of 1.62 and a beta of 1.11.

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

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is 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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