Microsoft Corporation $MSFT Shares Acquired by Cumberland Advisors Inc.

Cumberland Advisors Inc. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.3% in the fourth quarter, HoldingsChannel reports. The firm owned 21,200 shares of the software giant’s stock after purchasing an additional 1,255 shares during the quarter. Microsoft makes up approximately 3.9% of Cumberland Advisors Inc.’s holdings, making the stock its 7th largest holding. Cumberland Advisors Inc.’s holdings in Microsoft were worth $10,253,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the business. PMG Family Office LLC acquired a new stake in shares of Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC lifted its holdings in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its holdings in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after buying an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management lifted its holdings in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after buying an additional 1,698 shares during the period. Finally, SG Americas Securities LLC lifted its holdings in shares of Microsoft by 2,332.1% in the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MSFT. Rothschild & Co Redburn cut their target price on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Citizens Jmp began coverage on Microsoft in a research report on Monday. They set a “market outperform” rating and a $550.00 target price on the stock. Dbs Bank cut their target price on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, May 7th. Finally, Robert W. Baird cut their target price on Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. Forty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Nvidia unveiled its RTX Spark / N1X AI PC chip in partnership with Microsoft, and multiple reports say this validates Microsoft’s push into “agentic” Windows PCs and could open a new growth avenue in AI-enabled devices. Article Title
• Positive Sentiment: Microsoft’s Build 2026 conference begins June 2, and investors are positioning for product and AI announcements that could showcase new Copilot, cloud, and developer tools. Article Title
• Positive Sentiment: Wall Street commentary has turned more constructive, with one new call highlighting Microsoft’s upside potential as AI demand and enterprise adoption continue to support revenue growth. Article Title
• Neutral Sentiment: Several articles focused on Microsoft’s broader AI strategy, including new coding-model competition with Google and OpenAI and a redesigned Microsoft 365 Copilot interface, which signals continued investment but no immediate earnings impact. Article Title
• Neutral Sentiment: Recent commentary noted Microsoft is benefiting from a bullish technical setup, with shares moving above the 200-day moving average and sentiment improving after a weak start to the year. Article Title
• Negative Sentiment: One report raised concerns about internal employee sentiment and increased performance pressure at Microsoft, which is not an immediate stock driver but could point to execution strain if it persists. Article Title

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated 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 $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $460.52 on Tuesday. The business’s 50-day moving average price is $403.52 and its two-hundred day moving average price is $433.78. 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 Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a market capitalization of $3.42 trillion, a P/E ratio of 27.41, a price-to-earnings-growth ratio of 1.62 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the company posted $3.46 earnings per share. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Analysts anticipate 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 paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s payout ratio is 21.67%.

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).