Pacer Advisors Inc. Has $400.08 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Pacer Advisors Inc. trimmed its Microsoft stake by 8.1% in the fourth quarter, but still held 827,259 shares valued at about $400.1 million.
• Wall Street sentiment remains constructive, with 41 Buy ratings and six Holds on Microsoft; analysts’ average price target is $561.20, and several firms recently reiterated bullish ratings despite some lower targets.
• Microsoft continues to post solid fundamentals, reporting EPS of $4.27 on revenue of $82.89 billion in its latest quarter, while also announcing a quarterly dividend of $0.91 per share.

Pacer Advisors Inc. decreased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 827,259 shares of the software giant's stock after selling 73,364 shares during the quarter. Pacer Advisors Inc.'s holdings in Microsoft were worth $400,079,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter worth about $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter worth about $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Cantor Fitzgerald restated an "overweight" rating and set a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Oppenheimer reiterated an "outperform" rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Rothschild & Co Redburn reduced their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research report on Thursday, April 23rd. TD Cowen reissued a "buy" rating and issued a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Finally, Robert W. Baird lowered their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 15th. Forty-one analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

More Microsoft News

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 Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's 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 sale, the executive vice president 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. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction 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 transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

Shares of MSFT opened at $379.40 on Friday. The stock's 50-day moving average price is $412.37 and its 200 day moving average price is $425.58. 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 firm has a market capitalization of $2.82 trillion, a price-to-earnings ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates 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 the consensus estimate of $81.44 billion. During the same quarter last year, the company earned $3.46 EPS. The company's quarterly revenue was up 18.3% on a year-over-year basis. As a group, research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. 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 dividend payout ratio is presently 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).

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