Mondrian Investment Partners LTD Boosts Position in Microsoft Corporation $MSFT

Key Points

• Mondrian Investment Partners increased its Microsoft stake by 0.8% in the fourth quarter, holding 280,261 shares worth about $135.5 million after buying 2,164 additional shares.
• Microsoft reported strong quarterly results, with EPS of $4.27 beating estimates and revenue of $82.89 billion topping forecasts, while revenue rose 18.3% year over year.
• The company also declared a quarterly dividend of $0.91 per share, and analyst sentiment remains positive overall, with 41 Buy ratings and an average price target of $561.20.

Mondrian Investment Partners LTD grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 280,261 shares of the software giant's stock after buying an additional 2,164 shares during the period. Microsoft accounts for 2.1% of Mondrian Investment Partners LTD's portfolio, making the stock its 19th biggest position. Mondrian Investment Partners LTD's holdings in Microsoft were worth $135,540,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in MSFT. PMG Family Office LLC purchased a new stake in Microsoft during the 3rd quarter valued at about $828,000. Trifecta Capital Advisors LLC grew its position in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its position in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management grew its position in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC increased its position in shares of Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $416.67 on Monday. Microsoft Corporation has a 12-month low of $356.28 and a 12-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 firm's 50 day moving average is $407.63 and its 200 day moving average is $431.54. The stock has a market capitalization of $3.10 trillion, a P/E ratio of 24.80, a P/E/G ratio of 1.50 and a beta of 1.11.

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

Microsoft Dividend Announcement

The company also recently disclosed 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 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is presently 21.67%.

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 completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on MSFT shares. Robert W. Baird reduced their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. Wedbush reissued an "outperform" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Arete Research raised their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. HSBC decreased their price target on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Barclays restated an "overweight" rating on shares of Microsoft in a research note on Wednesday. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $561.20.

Microsoft News Roundup

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

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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