Stenger Family Office LLC Grows Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Stenger Family Office LLC increased its Microsoft stake by 36.8% in the fourth quarter, buying 18,354 more shares and bringing its total to 68,294 shares worth about $33.0 million. Microsoft is now the fund’s second-largest holding and makes up roughly 6.8% of its portfolio.
• Microsoft continues to draw mixed investor attention amid strong AI and Azure demand, but also legal and execution concerns. Recent headlines highlight AI growth as a tailwind, while securities class-action lawsuits and Copilot-related issues have pressured sentiment.
• Analysts remain generally bullish despite lower price targets, with 41 Buy ratings and 6 Hold ratings and a consensus “Moderate Buy” rating. Microsoft also reported stronger-than-expected quarterly results, including $4.27 EPS on $82.89 billion in revenue, and announced a $0.91 quarterly dividend.

Stenger Family Office LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,294 shares of the software giant's stock after purchasing an additional 18,354 shares during the period. Microsoft makes up approximately 6.8% of Stenger Family Office LLC's holdings, making the stock its 2nd biggest position. Stenger Family Office LLC's holdings in Microsoft were worth $33,028,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% in 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 in the last quarter. Finally, LSV Asset Management purchased a new position in Microsoft in the 4th quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft News Roundup

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, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on 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 completion of the sale, the executive vice president owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated 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 transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of analysts have commented on the stock. China Renaissance reduced their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research note on Monday, May 4th. DA Davidson dropped their target price 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. Robert W. Baird cut their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Bank of America started coverage on shares of Microsoft in a research report on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target for the company. Finally, New Street Research lowered their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Microsoft Price Performance

Shares of MSFT opened at $379.40 on Monday. The business's 50-day moving average is $412.37 and its 200-day moving average is $425.15. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company 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 fifty-two week low of $356.28 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results 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 net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period last year, the company posted $3.46 earnings per share. The firm's quarterly revenue was up 18.3% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

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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