Nuveen LLC Has $23.29 Billion Stake in Microsoft Corporation $MSFT

Nuveen LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,160,846 shares of the software giant’s stock after selling 1,290,097 shares during the quarter. Microsoft makes up 6.1% of Nuveen LLC’s portfolio, making the stock its 2nd largest holding. Nuveen LLC’s holdings in Microsoft were worth $23,291,548,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Xponance LLC grew its holdings in shares of Microsoft by 2.0% during the fourth quarter. Xponance LLC now owns 1,867,496 shares of the software giant’s stock valued at $903,158,000 after purchasing an additional 37,204 shares during the last quarter. Advisory Resource Group boosted its position in shares of Microsoft by 4.6% during the fourth quarter. Advisory Resource Group now owns 7,880 shares of the software giant’s stock worth $3,811,000 after buying an additional 344 shares during the period. Canopy Partners LLC boosted its position in shares of Microsoft by 0.8% during the fourth quarter. Canopy Partners LLC now owns 25,068 shares of the software giant’s stock worth $12,124,000 after buying an additional 201 shares during the period. IFM Investors Pty Ltd boosted its position in shares of Microsoft by 1.5% during the fourth quarter. IFM Investors Pty Ltd now owns 1,399,231 shares of the software giant’s stock worth $676,696,000 after buying an additional 20,017 shares during the period. Finally, Winning Points Advisors LLC acquired a new position in shares of Microsoft during the fourth quarter worth approximately $7,023,000. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,500 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $412.45, for a total transaction of $1,031,125.00. Following the completion of the transaction, the executive vice president directly owned 51,968 shares of the company’s stock, valued at approximately $21,434,201.60. This trade represents a 4.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 19,262 shares of company stock valued at $8,695,581. 0.03% of the stock is owned by corporate insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several commentators remain bullish on Microsoft’s long-term AI outlook, arguing the stock looks attractive after the recent pullback and that Copilot/agentic AI could still drive upside. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
• Positive Sentiment: Microsoft continues to win AI-infrastructure-related business, including a new 260 MW solar supply deal that supports its data-center and cloud expansion needs. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
• Positive Sentiment: The company also announced a quarterly dividend of $0.91 per share, reinforcing Microsoft’s cash-generation strength and shareholder-return profile. Microsoft announces quarterly dividend
• Neutral Sentiment: Satya Nadella’s comments on using the right AI model for the right task highlight Microsoft’s push for AI efficiency, but also signal growing attention to AI compute costs. Satya Nadella Warns Against AI Overuse
• Neutral Sentiment: Microsoft limiting employee use of Anthropic’s Claude Fable 5 over data-retention concerns underscores tighter AI governance, though the direct financial impact appears limited. Microsoft limits employee use of Anthropic’s Claude Fable 5
• Negative Sentiment: Reports that Xbox is preparing major layoffs and budget cuts are pressuring sentiment, as they point to restructuring and weaker confidence in the gaming segment. Microsoft’s Xbox plans for major layoffs next month
• Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China adds to concerns about geopolitical friction and near-term cloud execution. Microsoft lays off hundreds from Azure unit in China
• Negative Sentiment: Broader commentary that AI data-center spending may be facing a reality check is weighing on the market’s enthusiasm for Microsoft’s heavy AI capex plans. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on MSFT shares. Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. TD Cowen reiterated a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. President Capital boosted their price objective on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, China Renaissance reduced their price objective on Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $561.20.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $390.34 on Friday. The stock has a fifty day moving average price of $410.65 and a two-hundred day moving average price of $429.22. 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 firm has a market cap of $2.90 trillion, a P/E ratio of 23.23, a PEG ratio of 1.43 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

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

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

About Microsoft

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).