United Asset Strategies Inc. Has $40.96 Million Stake in Microsoft Corporation $MSFT

Posted by Hanz Christensen on Jul 20th, 2026

United Asset Strategies Inc. boosted its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 110,643 shares of the software giant’s stock after buying an additional 5,523 shares during the quarter. Microsoft makes up about 3.3% of United Asset Strategies Inc.’s portfolio, making the stock its 5th biggest position. United Asset Strategies Inc.’s holdings in Microsoft were worth $40,957,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% during the second 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 during the last quarter. Bernzott Capital Advisors bought a new position in Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new stake in Microsoft during the 2nd quarter worth about $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

NASDAQ:MSFT opened at $393.82 on Monday. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The company has a market cap of $2.93 trillion, a P/E ratio of 23.44, a P/E/G ratio of 1.19 and a beta of 1.13. The firm’s fifty day moving average price is $400.28 and its two-hundred day moving average price is $410.77. 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 (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the company posted $3.46 EPS. Equities analysts expect that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft is still getting support from Wall Street, with some analysts and portfolio managers reiterating buy ratings and arguing that Azure demand, Copilot adoption, and Microsoft 365 tailwinds can support long-term earnings power. Article: Josh Baer Reiterates Buy on Microsoft, Citing AI Leadership, Azure/M365 Budget Tailwinds and Underappreciated Earnings Power
Positive Sentiment: A CIO survey and other commentary pointed to strong Azure demand at multi-year highs, reinforcing the view that Microsoft’s cloud and AI platform remains a core beneficiary of enterprise spending. Article: Microsoft (MSFT) Stock Surges on Strong Azure Demand in Latest CIO Survey
Positive Sentiment: Microsoft also announced a multi-year AI infrastructure partnership with 3M, which investors viewed as another sign that its Azure ecosystem is expanding into real-world enterprise use cases. Article: Microsoft Stock Rebounds on 3M Optical Infrastructure Alliance
Neutral Sentiment: Microsoft CEO Satya Nadella criticized Anthropic’s Fable restrictions and pushed for Microsoft to promote its own AI models more aggressively, highlighting the company’s effort to reduce reliance on outside AI vendors. Article: Microsoft’s Nadella rips Anthropic’s Fable restrictions in staff meeting: ‘Doesn’t make sense’
Neutral Sentiment: Reports that Microsoft is training its sales force to push in-house AI models over OpenAI, Google, and Anthropic suggest a strategic shift toward better control over costs and monetization, but the market is still waiting for proof that this approach boosts returns. Article: Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic
Negative Sentiment: Several reports said analysts trimmed price targets ahead of earnings, and commentary stressed that investors are increasingly worried Microsoft’s AI spending spree could pressure margins before the payoff becomes visible. Article: Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
Negative Sentiment: Microsoft is facing added overhang from securities class-action deadlines and allegations tied to Copilot and Azure disclosures, which can keep pressure on sentiment even though these developments are not operational. Article: MSFT UPCOMING DEADLINE : The Gross Law Firm Alerts Microsoft Corporation Stockholders of Securities Class Action

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was 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 in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last three months. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent research reports. Cantor Fitzgerald restated an “overweight” rating and set a $502.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. CLSA started coverage on Microsoft in a report on Monday. They set an “outperform” rating on the stock. Dbs Bank reduced their price target on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Sanford C. Bernstein downgraded Microsoft from an “outperform” rating to a “hold” rating in a research note on Monday, July 6th. Finally, Truist Financial lowered 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-two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $557.96.

Check Out Our Latest Research Report on Microsoft

About Microsoft

(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).