Stone Wealth Partners Takes Position in Microsoft Corporation $MSFT

Key Points

• Stone Wealth Partners opened a new position in Microsoft during the fourth quarter, buying 2,135 shares valued at about $1.03 million. Microsoft now makes up roughly 0.9% of the firm’s holdings.
• Microsoft continues to attract heavy institutional interest, with large investors like Norges Bank, Nuveen, and UBS AM adding substantial stakes. Overall, 71.13% of the stock is owned by institutional investors and hedge funds.
• The company remains supported by strong fundamentals and AI demand, with its latest quarter beating earnings and revenue estimates and analysts maintaining a Moderate Buy consensus. However, recent headlines also include insider sales and class-action legal overhangs tied to AI/Copilot issues.

Stone Wealth Partners acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 2,135 shares of the software giant's stock, valued at approximately $1,033,000. Microsoft makes up about 0.9% of Stone Wealth Partners' holdings, making the stock its 28th largest holding.

A number of other large investors have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $50,664,631,000. Nuveen LLC acquired a new position in shares of Microsoft in the first quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Microsoft by 500.0% in 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 worth $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of Microsoft by 49,640.3% in 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 acquiring an additional 29,906,791 shares in the last quarter. Finally, Cardano Risk Management B.V. boosted its stake in shares of Microsoft by 908.5% during the fourth quarter. Cardano Risk Management B.V. now owns 23,568,250 shares of the software giant's stock valued at $11,398,077,000 after acquiring an additional 21,231,333 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

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 value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

Key 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

Microsoft Price Performance

Microsoft stock opened at $379.40 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. 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 firm has a 50 day moving average price of $412.37 and a 200 day moving average price of $425.58. The company has a market cap of $2.82 trillion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.37 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The company 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%. Microsoft's revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 earnings per share. Sell-side 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 given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MSFT. Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Citizens Jmp began coverage on shares of Microsoft in a research note on Monday, June 1st. They set an "outperform" rating and a $550.00 price objective on the stock. BMO Capital Markets decreased their target price on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 28th. Finally, Robert W. Baird lowered their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company 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. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $561.20.

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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