Atreides Management LP Acquires New Shares in Microsoft Corporation $MSFT

Posted by Stacy Sanders on Jun 18th, 2026

Atreides Management LP acquired a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 181,468 shares of the software giant’s stock, valued at approximately $87,762,000. Microsoft makes up approximately 1.1% of Atreides Management LP’s holdings, making the stock its 20th largest position.

Other large investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% during 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. Bernzott Capital Advisors bought a new position in Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC increased its holdings in Microsoft by 287.0% during 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, University of Illinois Foundation bought a new position in Microsoft during the 2nd quarter worth about $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $378.91 on Thursday. The stock has a market capitalization of $2.81 trillion, a price-to-earnings ratio of 22.55, a PEG ratio of 1.42 and a beta of 1.11. The business has a 50-day moving average of $412.13 and a 200-day moving average of $426.70. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. 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 announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share 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 company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the company earned $3.46 EPS. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis 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 presently 21.67%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on MSFT shares. Evercore lowered their target price on Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. Wells Fargo & Company increased their target price on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Monday, May 4th. Robert W. Baird lowered their target price on Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, April 15th. Finally, Citigroup began coverage on Microsoft in a report on Monday, June 1st. They issued a “market outperform” rating for the company. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Check Out Our Latest Stock Analysis on MSFT

Insider Activity

In related news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred 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 directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. Insiders own 0.03% of the company’s stock.

Key Stories 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 Profile

(Free Report)

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).