--- title: "Microsoft Corporation $MSFT Shares Purchased by Amundi" type: "News" locale: "en" url: "https://longbridge.com/en/news/295893897.md" description: "Amundi increased its Microsoft stake by 30.8% in Q1, holding over 41 million shares. Other institutions like Longfellow and Fairway also boosted positions. Analysts remain bullish; JPMorgan raised its price target to $625 citing Copilot growth, while Pershing Square's Bill Ackman reaffirmed his Azure thesis. Meanwhile, CEO Judson Althoff sold 10,000 shares worth ~$4.9M, and Microsoft faces mixed news regarding China office restructuring and carbon removal plans." datetime: "2026-08-14T07:04:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295893897.md) - [en](https://longbridge.com/en/news/295893897.md) - [zh-HK](https://longbridge.com/zh-HK/news/295893897.md) generator: "portal-rs" --- # Microsoft Corporation $MSFT Shares Purchased by Amundi Amundi lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 30.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,675,076 shares of the software giant's stock after buying an additional 9,814,598 shares during the quarter. Microsoft comprises approximately 4.2% of Amundi's holdings, making the stock its 4th biggest position. Amundi owned approximately 0.56% of Microsoft worth $15,426,862,000 as of its most recent filing with the Securities and Exchange Commission. - 5 Stocks the Market Rewarded After Strong Earnings Results Other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its stake 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 about $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft during the fourth quarter worth about $36,000. Fairway Wealth LLC boosted its stake in shares of 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 purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the 2nd quarter valued at approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds. ## More Microsoft News Here are the key news stories impacting Microsoft this week: - Positive Sentiment: Pershing Square’s Bill Ackman reaffirmed his bullish Azure thesis, arguing that continued capacity investment and Microsoft 365’s embedded customer base can support high-teens earnings growth. Microsoft Stock Rises as Ackman Reaffirms Azure Bet - Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing accelerating Copilot adoption and infrastructure growth. Wells Fargo also maintained an overweight rating and lifted its target to $700, reinforcing the view that the stock’s AI-driven recovery has further upside. JPMorgan Raises Microsoft Price Target - Positive Sentiment: Microsoft began gradually combining its consumer and enterprise Copilot applications into a unified AI platform. The planned “super app” could improve user adoption, cross-selling and Microsoft’s competitive position against ChatGPT, Gemini and Claude. Microsoft Unifies Consumer and Enterprise Copilot - Positive Sentiment: Microsoft accepted IREN’s first AI data-center deployment under a $9.7 billion cloud agreement. The milestone supports Azure’s ability to secure additional computing capacity as AI infrastructure demand remains strong. IREN Hands Microsoft Its First AI Cloud Deployment - Neutral Sentiment: Microsoft is reportedly closing or restructuring numerous China offices and joint ventures, while retaining an Azure-linked presence. The move may reduce geopolitical exposure but could also limit access to the Chinese market. Microsoft Retreats in China - Negative Sentiment: A report said Microsoft plans to cut carbon-removal purchases while AI-related emissions rise, creating potential reputational and environmental concerns. Microsoft Carbon Removal Purchases Report ## Insider Buying and Selling at Microsoft - AI Cold War Catches Light: Federal Friction in the Server Rack In related news, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 37,310 shares of company stock worth $17,256,219. Corporate insiders own 0.03% of the company's stock. ## Wall Street Analysts Forecast Growth A number of equities research analysts recently weighed in on the company. Arete Research boosted their price objective on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Truist Financial restated a "buy" rating and set a $575.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. BMO Capital Markets upped their price objective on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research note on Thursday, July 30th. Evercore set a $528.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Finally, Argus reduced their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a report on Friday, July 10th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $560.27. - Buy the Dip or Run: 3 Software Stocks Down 50% Face Their Moment of Truth **Read Our Latest Analysis on MSFT** ## Microsoft Stock Performance Shares of MSFT stock opened at $496.88 on Friday. The firm has a 50 day moving average of $409.70 and a 200-day moving average of $407.88. The company has a market cap of $3.69 trillion, a price-to-earnings ratio of 27.67, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the business earned $3.65 EPS. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. On average, equities analysts forecast that Microsoft Corporation will post 19.58 earnings per share for the current year. ## Microsoft Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 20.27%. ## Microsoft Profile (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). ## Featured Articles - Five stocks we like better than Microsoft - Asian Market Circuit Breakers Hit Stocks, Not AI Demand - Riot Platforms Re-Wires the Ledger for a $9B AI Power Play - Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy? - Joby’s Defense Pivot Accelerates With $500M Resonant Sciences Deal *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## Should You Invest $1,000 in Microsoft Right Now? 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