Microsoft Corporation $MSFT Stock Position Increased by 3G Capital Partners LP

3G Capital Partners LP boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 157.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 90,000 shares of the software giant’s stock after purchasing an additional 55,000 shares during the quarter. Microsoft comprises approximately 10.3% of 3G Capital Partners LP’s holdings, making the stock its 5th largest holding. 3G Capital Partners LP’s holdings in Microsoft were worth $43,526,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. ARK & TLK Investments LLC lifted its stake in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after purchasing an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC lifted its stake in Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after purchasing an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC lifted its stake in 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 purchasing an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC increased its holdings in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after buying an additional 20 shares during the last quarter. Finally, Fischer Investment Strategies LLC increased its holdings in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after buying an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on MSFT. Dbs Bank dropped their price target on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Wells Fargo & Company upped their price objective on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. New Street Research decreased their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Tigress Financial increased their price objective on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, China Renaissance reduced their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Activity at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft 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 transaction, 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 Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred 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 in the company, valued at approximately $19,122,009.12. The trade was a 8.66% 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 valued at $10,508,361 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of MSFT stock opened at $378.91 on Thursday. 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’s 50-day simple moving average is $412.13 and its two-hundred day simple moving average is $426.70. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a market capitalization 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.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data 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. The company had revenue of $82.89 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the company posted $3.46 earnings per share. As a group, equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given 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 yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

More Microsoft News

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 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).