Tiff Advisory Services LLC Buys 32,579 Shares of Microsoft Corporation $MSFT

Key Points

• Tiff Advisory Services LLC boosted its Microsoft stake by 334.8% in the fourth quarter, buying 32,579 additional shares and bringing its total to 42,311 shares valued at about $20.5 million.
• Microsoft continues to draw broad institutional support, with 71.13% of shares owned by hedge funds and institutions; major holders like Vanguard, State Street, Geode, Norges Bank, and Northern Trust also increased or initiated positions.
• Analysts remain generally constructive on MSFT, with 41 Buy ratings versus six Holds and an average target price of $561.20, while the company also reported strong quarterly results, including EPS of $4.27 on revenue of $82.89 billion.

Tiff Advisory Services LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 334.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,311 shares of the software giant's stock after purchasing an additional 32,579 shares during the quarter. Microsoft comprises approximately 3.5% of Tiff Advisory Services LLC's portfolio, making the stock its 9th largest holding. Tiff Advisory Services LLC's holdings in Microsoft were worth $20,462,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its stake 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 acquiring an additional 15,955,898 shares during the period. State Street Corp increased its stake in Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC increased its stake in Microsoft by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares in the last quarter. Norges Bank purchased a new position in Microsoft in the 2nd quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp lifted its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction that occurred on Monday, June 1st. The stock was 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 directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. 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 report on Thursday, April 23rd. Benchmark reaffirmed a "buy" rating and set a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Oppenheimer reaffirmed an "outperform" rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. DA Davidson cut their target price on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Finally, Guggenheim reaffirmed a "buy" rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Key Headlines Impacting Microsoft

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

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $416.67 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a 50-day simple moving average of $407.63 and a 200 day simple moving average of $432.07. The company has a market cap of $3.10 trillion, a PE 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 announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the company posted $3.46 earnings per share. The company's revenue for the quarter was up 18.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

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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