Foundations Investment Advisors LLC Boosts Stock Position in Microsoft Corporation $MSFT

Foundations Investment Advisors LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 13.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 205,375 shares of the software giant’s stock after acquiring an additional 23,771 shares during the period. Microsoft makes up 1.3% of Foundations Investment Advisors LLC’s portfolio, making the stock its 17th largest position. Foundations Investment Advisors LLC’s holdings in Microsoft were worth $99,324,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the last quarter. State Street Corp boosted its stake in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Norges Bank acquired a new stake in shares of Microsoft in the second quarter worth approximately $50,493,678,000. Finally, Northern Trust Corp boosted its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of Microsoft stock opened at $403.41 on Wednesday. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The business’s fifty day simple moving average is $409.48 and its 200-day simple moving average is $430.37. The firm has a market cap of $3.00 trillion, a PE ratio of 24.01, a price-to-earnings-growth ratio of 1.48 and a beta of 1.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 EPS. The company’s quarterly revenue was up 18.3% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently issued reports on MSFT shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. New Street Research lowered their price target on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Truist Financial lowered their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Citigroup began coverage on Microsoft in a research note on Monday, June 1st. They set a “market outperform” rating on the stock. Finally, Citizens Jmp began coverage on Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Insider Buying and Selling at Microsoft

In related 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 value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, 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 can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate 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: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

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).