OFI Invest Asset Management Has $497.34 Million Holdings in Microsoft Corporation $MSFT

OFI Invest Asset Management raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 22.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 960,205 shares of the software giant’s stock after acquiring an additional 172,830 shares during the period. OFI Invest Asset Management’s holdings in Microsoft were worth $497,338,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Vanguard Group Inc. raised its stake in shares of Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. State Street Corp increased its holdings in Microsoft by 1.1% during 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 boosted its stake in Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after purchasing an additional 3,532,054 shares in the last quarter. Norges Bank bought a new stake in shares of Microsoft during the second quarter worth $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC increased its stake in shares of Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Activity at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,100 shares of company stock worth $27,598,872 in the last ninety days. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $487.54 on Wednesday. The firm has a fifty day moving average of $495.96 and a two-hundred day moving average of $504.01. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The stock has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.68, a PEG ratio of 1.82 and a beta of 1.07. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The firm’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.30 earnings per share. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 25.89%.

Wall Street Analyst Weigh In

MSFT has been the topic of several research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. Cowen reiterated a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Saturday, December 20th. Morgan Stanley boosted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Finally, UBS Group reiterated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $631.03.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: CEO-led shakeup to accelerate AI execution — reports say Satya Nadella reorganized senior leadership to inject urgency into Microsoft’s AI push, a move investors view as supportive for faster Copilot/Azure monetization. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts
• Positive Sentiment: Wall Street bullish on 2026 AI upside — several analyst notes and forecasts point to a large AI-driven revenue lift (one headline cites a ~30% upside scenario), supporting investor optimism about multiple expansion if AI monetization becomes visible. Microsoft Stock Forecast: Why Wall Street Sees a 30% AI-Fueled Jump for MSFT in 2026
• Positive Sentiment: Copilot / Dynamics 365 & Azure adoption remain tangible growth levers — Dynamics 365 and Copilot adoption are cited as drivers of enterprise seat upgrades and cloud consumption, underpinning recurring revenue and higher ARPU potential. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Xbox Cloud Gaming exits beta — cloud gaming availability for Game Pass subscribers can broaden engagement and recurring revenue in Microsoft’s gaming segment (service-led monetization vs. one-time hardware cycles). Microsoft Corporation (MSFT) Announces Availability of Xbox Cloud Gaming
• Neutral Sentiment: Policy and hiring tailwinds — new federal bill (AI Talent Act) aims to streamline AI hiring across agencies; long term this could ease talent constraints for cloud/AI vendors but has limited near-term revenue impact. New Bill: Representative Sara Jacobs introduces H.R. 6573: AI Talent Act
• Neutral Sentiment: ESG recognition may broaden buyer base — Microsoft shows up on 2026 ESG stock lists, which can attract allocation from sustainability-focused funds but is not a primary earnings driver. 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
• Negative Sentiment: High AI capex and spending scrutiny — analysts are questioning whether massive AI investments across the Magnificent Seven will pressure free cash flow and near-term margins; this keeps upside tied to visible monetization of AI features. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Hardware supply issues risk gaming timing — “RAMpocalypse” reports indicate potential delays for next-gen consoles, which could push Xbox hardware revenue further out (though Microsoft’s services exposure cushions the impact). What the RAMpocalypse Means for Sony’s PlayStation 6 & Microsoft’s (MSFT) Next Xbox

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).