MV Capital Management Inc. Takes $13.99 Million Position in Microsoft Corporation $MSFT

Key Points

• MV Capital Management opened a new Microsoft position in the fourth quarter, buying 28,925 shares worth about $13.99 million. The stake makes Microsoft roughly 1.3% of the fund’s holdings and its 24th-largest position.
• Microsoft’s latest earnings topped expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion projected. Revenue rose 18.3% year over year, underscoring continued strength in the business.
• The stock has drawn mixed signals: institutions still own 71.13% of shares and analysts keep a Moderate Buy consensus, but insiders recently sold shares and the stock trades well below its 52-week high. Recent headlines also highlight AI demand as a key tailwind, alongside legal and execution-risk concerns.

MV Capital Management Inc. bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 28,925 shares of the software giant's stock, valued at approximately $13,989,000. Microsoft accounts for about 1.3% of MV Capital Management Inc.'s holdings, making the stock its 24th biggest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp increased its holdings in Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock valued at $148,060,557,000 after purchasing an additional 6,388,930 shares during the period. Geode Capital Management LLC increased its holdings in Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after purchasing an additional 1,911,142 shares during the period. Morgan Stanley raised its position in Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank bought a new position in Microsoft during the 4th quarter valued at approximately $50,664,631,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $379.40 on Friday. The firm has a market capitalization of $2.82 trillion, a P/E ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a 50 day moving average price of $412.37 and a 200-day moving average price of $425.58. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45.

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, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the company posted $3.46 earnings per share. As a group, equities research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft 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 transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. UBS Group reiterated a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Rothschild & Co Redburn dropped their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. Scotiabank cut their price target on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Dbs Bank reduced their price objective on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $561.20.

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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