Microsoft Corporation $MSFT Shares Purchased by General Pension Society PZU Joint Stock Co

General Pension Society PZU Joint Stock Co boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 52.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 74,200 shares of the software giant’s stock after purchasing an additional 25,500 shares during the period. Microsoft comprises approximately 7.3% of General Pension Society PZU Joint Stock Co’s investment portfolio, making the stock its 7th biggest holding. General Pension Society PZU Joint Stock Co’s holdings in Microsoft were worth $35,885,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC grew 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 acquiring an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft in the fourth quarter valued at approximately $34,000. Fairway Wealth LLC lifted its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the period. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter worth approximately $44,000. Finally, Sellwood Investment Partners LLC purchased a new stake in Microsoft in the 3rd quarter worth approximately $49,000. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

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

Wall Street Analyst Weigh In

MSFT has been the subject of several analyst reports. Tigress Financial boosted their target price on shares of Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Cantor Fitzgerald restated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a research report on Thursday. New Street Research decreased their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research note on Tuesday, May 26th. Finally, Truist Financial dropped their target price 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-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Stock Performance

NASDAQ:MSFT opened at $416.67 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a market capitalization of $3.10 trillion, a PE ratio of 24.80, a P/E/G ratio of 1.50 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a fifty day moving average of $407.63 and a two-hundred day moving average of $432.07.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 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 analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.46 earnings per share. As a group, research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Buying and Selling

In other news, CEO Judson Althoff sold 15,500 shares of the firm’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 in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of Microsoft 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 completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Microsoft Company 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).