9823 Capital L.P. Buys New Shares in Microsoft Corporation $MSFT

9823 Capital L.P. bought a new stake in Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 6,607 shares of the software giant’s stock, valued at approximately $3,195,000. Microsoft comprises about 2.2% of 9823 Capital L.P.’s investment portfolio, making the stock its 5th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in MSFT. PMG Family Office LLC acquired a new stake in Microsoft during the third quarter valued at approximately $828,000. Trifecta Capital Advisors LLC raised its stake in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. raised its stake in Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after buying an additional 9,700 shares in the last quarter. Werba Rubin Papier Wealth Management raised its stake in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after buying an additional 1,698 shares in the last quarter. Finally, SG Americas Securities LLC raised its stake in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to show strong long-term AI positioning, with articles noting robust AI revenue growth and that the company remains a compelling way to play the AI boom. Microsoft: Growth Outlook Still Robust Without OpenAI Exclusivity
• Positive Sentiment: New products and platform integrations, including Microsoft Advertising’s Media Marketplace launch partner Dstillery and Copilot-related AI updates, suggest ongoing monetization opportunities. Dstillery Brings Predictive AI Audiences to Microsoft Media Marketplace as Launch Partner
• Neutral Sentiment: Some commentary argued Microsoft remains undervalued relative to its AI growth, but these were mostly opinion pieces rather than new business developments. Microsoft in 2026: Still the Smartest Way to Play the AI Boom?
• Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal due to security issues weighed on shares and raised concern about AI infrastructure availability. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Negative Sentiment: Multiple law firms announced or reminded investors about class-action litigation tied to Microsoft’s Azure and AI disclosures, creating an added legal and reputational overhang. Law Offices of Howard G. Smith Encourages Microsoft Corporation (MSFT) Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Analyst commentary turned more cautious, with several pieces warning that Microsoft’s valuation may already reflect much of the AI optimism and recommending investors sell rallies. Why This Analyst Is Telling Investors to Dump Microsoft Stock (MSFT)

Microsoft Stock Down 3.8%

MSFT opened at $378.91 on Thursday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. 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 stock has a market cap of $2.81 trillion, a P/E ratio of 22.55, a P/E/G ratio of 1.42 and a beta of 1.11. The stock’s 50 day moving average price is $412.13 and its 200 day moving average price is $426.70.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period last year, the firm earned $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. 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 declared 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. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research reports. Oppenheimer restated an “outperform” rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. Citizens Jmp began coverage on Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Robert W. Baird dropped their price target on Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, Truist Financial dropped their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $561.20.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the 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 transaction, the executive vice president directly 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the 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 transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by corporate insiders.

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).