Microsoft Corporation $MSFT Shares Acquired by Tiff Advisory Services LLC

Tiff Advisory Services LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 334.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 42,311 shares of the software giant’s stock after acquiring an additional 32,579 shares during the quarter. Microsoft makes up about 3.5% of Tiff Advisory Services LLC’s holdings, making the stock its 9th biggest holding. Tiff Advisory Services LLC’s holdings in Microsoft were worth $20,462,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft during the fourth quarter valued at approximately $34,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new position in Microsoft in the 3rd quarter worth $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction 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 completion of the transaction, the executive vice president 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction 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 directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Down 2.7%

NASDAQ:MSFT opened at $416.67 on Friday. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The business’s 50-day moving average price is $407.63 and its two-hundred day moving average price is $432.07. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $3.10 trillion, a price-to-earnings ratio of 24.80, a PEG ratio of 1.50 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data 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 business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the company earned $3.46 earnings per share. On average, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
• Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
• Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft’s board
• Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
• Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
• Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft’s Board of Directors

Analysts Set New Price Targets

Several brokerages have recently issued reports on MSFT. Benchmark restated a “buy” rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. China Renaissance reduced their target price on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. New Street Research cut their price target on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, Citigroup assumed coverage on Microsoft in a report on Monday, June 1st. They issued a “market outperform” rating for the company. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $561.20.

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).