Kapitalo Investimentos Ltda Has $14.34 Million Position in Microsoft Corporation $MSFT

Kapitalo Investimentos Ltda lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 45.7% in the 1st quarter, HoldingsChannel.com reports. The firm owned 38,750 shares of the software giant’s stock after selling 32,652 shares during the period. Microsoft comprises 2.7% of Kapitalo Investimentos Ltda’s investment portfolio, making the stock its 12th biggest position. Kapitalo Investimentos Ltda’s holdings in Microsoft were worth $14,344,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of MSFT. Leith Wheeler Investment Counsel Ltd. boosted its position in Microsoft by 1,107.5% in the 1st quarter. Leith Wheeler Investment Counsel Ltd. now owns 62,718 shares of the software giant’s stock valued at $23,216,000 after buying an additional 57,524 shares during the last quarter. Paul R. Ried Financial Group LLC increased its stake in shares of Microsoft by 1.3% in the 1st quarter. Paul R. Ried Financial Group LLC now owns 55,515 shares of the software giant’s stock valued at $20,550,000 after buying an additional 686 shares during the period. Swan Global Investments LLC raised its position in shares of Microsoft by 26.6% during the first quarter. Swan Global Investments LLC now owns 2,254 shares of the software giant’s stock worth $834,000 after acquiring an additional 473 shares during the last quarter. AlTi Global Inc. lifted its stake in shares of Microsoft by 10.8% during the first quarter. AlTi Global Inc. now owns 89,854 shares of the software giant’s stock valued at $33,266,000 after acquiring an additional 8,736 shares during the period. Finally, Harbor Advisors LLC lifted its stake in shares of Microsoft by 1.9% during the first quarter. Harbor Advisors LLC now owns 26,500 shares of the software giant’s stock valued at $9,810,000 after acquiring an additional 500 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI growth remain the main bullish drivers. Azure revenue surpassed $100 billion for fiscal 2026, while fourth-quarter cloud growth accelerated to 43%. Microsoft also reported quarterly revenue of $90.01 billion and earnings of $4.74 per share, both ahead of consensus estimates. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Analyst confidence is strengthening. Tigress Financial raised its Microsoft price target to $690, citing durable AI and cloud growth, while Goldman Sachs reportedly added Microsoft to its high-conviction list. Tigress Raises Microsoft Price Target
• Positive Sentiment: Microsoft expanded its enterprise AI ecosystem through an A10 Networks warrant, a healthcare partnership with Assuta Medical Centers and deeper use of OpenAI models in GitHub Copilot. These developments could support AI adoption and recurring software demand.
• Neutral Sentiment: OpenAI concentration is drawing investor attention. Reports suggest OpenAI may represent roughly 70% of Microsoft’s AI revenue, highlighting both the commercial value of the partnership and the risk of relying heavily on one customer and technology partner. OpenAI May Account for 70% of Microsoft’s AI Revenue
• Negative Sentiment: Investors are reassessing valuation after a sharp rally. Commentary increasingly describes Microsoft as potentially overvalued or technically extended, encouraging profit-taking despite strong fundamentals.
• Negative Sentiment: Legal and insider-selling headlines add pressure. Multiple law firms promoted a securities-fraud class action alleging misleading Copilot and Azure-related disclosures, with an August 11 lead-plaintiff deadline. Separately, EVP Takeshi Numoto sold 4,810 shares worth approximately $2.4 million, reducing his direct ownership by 10.13%.
• Negative Sentiment: Microsoft faces scrutiny over AI infrastructure spending, including more than $100 billion in future data-center lease commitments across Big Tech and potential optical-component supply constraints. These commitments could improve long-term capacity but raise concerns about capital intensity, execution and near-term margins.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 28,572 shares of company stock worth $12,896,430 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $487.46 on Thursday. The firm’s 50 day simple moving average is $402.41 and its 200 day simple moving average is $406.03. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 27.14, a P/E/G ratio of 1.59 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the previous year, the company earned $3.65 earnings per share. The business’s revenue for the quarter was up 17.7% on a year-over-year basis. As a group, sell-side analysts forecast that Microsoft Corporation will post 19.56 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is currently 20.27%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on MSFT. Stifel Nicolaus lifted their price objective on Microsoft from $400.00 to $450.00 and gave the stock a “hold” rating in a research report on Thursday, July 30th. Rothschild & Co Redburn cut their target price on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Wedbush reiterated an “outperform” rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Finally, Wells Fargo & Company boosted their price target on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $558.87.

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).