Microsoft Corporation $MSFT Stock Holdings Raised by Coldstream Capital Management Inc.

Key Points

• Coldstream Capital Management increased its Microsoft stake by 53.9% in the fourth quarter, buying 276,520 additional shares and bringing its total holding to 789,112 shares worth about $381.6 million.
• Institutional ownership in Microsoft remains very high, with hedge funds and other institutions holding 71.13% of the company’s shares. Several large investors also recently boosted positions, including Vanguard and UBS AM.
• Wall Street remains broadly bullish on MSFT: analysts have an average Moderate Buy rating with a consensus price target of $561.20, while Microsoft’s latest earnings beat expectations on both EPS and revenue.

Coldstream Capital Management Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 53.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 789,112 shares of the software giant's stock after buying an additional 276,520 shares during the quarter. Microsoft accounts for 4.9% of Coldstream Capital Management Inc.'s portfolio, making the stock its 3rd largest position. Coldstream Capital Management Inc.'s holdings in Microsoft were worth $381,630,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in Microsoft during the second quarter valued at approximately $50,493,678,000. Nuveen LLC bought a new position in Microsoft during the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Microsoft by 500.0% during the third 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 during the period. Laurel Wealth Advisors LLC lifted its position in Microsoft by 49,640.3% during the second 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 during the period. Finally, Vanguard Group Inc. lifted its position in Microsoft by 2.3% during 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 purchasing an additional 15,955,898 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSFT. Citizens Jmp began coverage on shares of Microsoft in a research report on Monday, June 1st. They set an "outperform" rating and a $550.00 price objective on the stock. The Goldman Sachs Group restated a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Truist Financial lowered their price objective on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. DA Davidson lowered their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, Cantor Fitzgerald restated an "overweight" rating and set a $502.00 price objective on shares of Microsoft in a research report on Thursday. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

More Microsoft News

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

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly 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 document filed with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was 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 directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Down 2.7%

MSFT opened at $416.67 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a market capitalization of $3.10 trillion, a PE ratio of 24.80, a PEG ratio of 1.50 and a beta of 1.11. The firm's 50 day simple moving average is $407.63 and its two-hundred day simple moving average is $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 the consensus estimate of $4.06 by $0.21. The business 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 company's quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 earnings per share. As a group, equities analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid 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 dividend yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.