Stenger Family Office LLC Acquires 18,354 Shares of Microsoft Corporation $MSFT

Stenger Family Office LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 36.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 68,294 shares of the software giant’s stock after purchasing an additional 18,354 shares during the period. Microsoft accounts for about 6.8% of Stenger Family Office LLC’s investment portfolio, making the stock its 2nd biggest holding. Stenger Family Office LLC’s holdings in Microsoft were worth $33,028,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of MSFT. Rochester Wealth Strategies LLC boosted its stake in shares of Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after acquiring an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC lifted its holdings in 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 purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC boosted its position in Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares during the period. Finally, Pollock Investment Advisors LLC boosted its position in Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

MSFT has been the topic of several analyst reports. Rothschild & Co Redburn lowered their price target on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. BNP Paribas Exane decreased their price objective on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Mizuho lowered their target price on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 14th. BMO Capital Markets dropped their target price on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a report on Tuesday, April 28th. Finally, UBS Group reissued a “buy” rating on shares of Microsoft in a research report on Friday, April 24th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $561.20.

Microsoft Price Performance

Shares of MSFT stock opened at $379.40 on Monday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.82 trillion, a PE ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The stock has a 50 day moving average of $412.37 and a 200-day moving average of $425.15.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The business 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 quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company posted $3.46 earnings per share. On average, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s payout ratio is presently 21.67%.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated 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 sale, the executive vice president directly 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

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

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).