Meiji Yasuda America Inc Buys Shares of 69,112 Microsoft Corporation $MSFT

Posted by John Perry on Jun 12th, 2026

Meiji Yasuda America Inc purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 69,112 shares of the software giant’s stock, valued at approximately $33,424,000. Microsoft accounts for 7.7% of Meiji Yasuda America Inc’s investment portfolio, making the stock its 2nd biggest holding.

A number of other hedge funds have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the 2nd 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 period. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the 4th quarter worth $34,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth $44,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of Microsoft during the 3rd quarter worth $49,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

MSFT opened at $390.34 on Friday. The stock’s 50-day moving average price is $410.65 and its 200 day moving average price is $429.22. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.43 and a beta of 1.11.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for 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%.Microsoft’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.46 EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research analyst reports. Cantor Fitzgerald reiterated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Bank of America initiated coverage on Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price target for the company. Mizuho lowered their price target on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a report on Tuesday, April 14th. The Goldman Sachs Group reissued a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, Evercore decreased their target price on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $561.20.

Check Out Our Latest Stock Analysis on Microsoft

Key Stories Impacting Microsoft

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

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the 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 sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated 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 directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 19,262 shares of company stock valued at $8,695,581 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Microsoft Company 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).