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THE INDEPENDENT RESEARCH DESK / 28 Sep 2026

Research desk / Research profile / MSFT

Inside the research

Microsoft Corporation

MSFT Research profile · latest available data

Price overview

$516.17

▲ +18.24 (+3.7%)

52w hi$537.65
52w lo$352.17
Vol38.15M
As of25 Sep 2026

The Verdict

Buy

Our score +0.90

Short+0.80
Medium+1.03
Long+0.84

computed 2026-09-27

Key fundamentals

Microsoft Corporation

Technology · Software - Infrastructure

Market cap$3.83T
Enterprise value$3.88T
Trailing P/E28.74x
Forward P/E21.80x
EV / EBITDA20.00x
P / S (ttm)11.55x
Profit margin40.3%
Return on equity34.0%
Revenue growth+17.7%
Earnings growth+31.7%
Debt / equity29.12

Layer Breakdown

LayerRawContribution
Fundamental+0.31
Sector+0.19
Technical+0.19
Earnings+0.00
Sentiment+0.80

macro × 1.00 · 2026-09-27

Business overview

Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. The company's Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, Microsoft 365 Copilot, and Windows Commercial on-premises and Office licensed on-premises. This segment also provides Microsoft 365 Consumer products and cloud services; LinkedIn, including talent solutions, marketing solutions, subscriptions, and sales solutions; Dynamics 365, a set of cloud-based applications; and on-premises ERP and CRM applications. Its Intelligent Cloud segment offers server products and cloud services; cloud and AI consumption-based services, GitHub cloud services, health and life sciences cloud services, as well as virtual desktop offerings, and other cloud services; SQL Server, Windows Server, Visual Studio, System Center, and related client access licenses; and enterprise support services, industry solutions, Microsoft partner network, and learning experience. The company's More Personal Computing segment provides Windows OEM licensing and devices comprising Surface and PC accessories; XBOX hardware, and XBOX first- and third-party content and services; XBOX Game Pass and other subscriptions; XBOX Cloud Gaming, advertising, and other cloud services; and search advertising consisting of Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates. It sells its products through partners and retail networks. The company was founded in 1975 and is headquartered in Redmond, Washington.

United States · www.microsoft.com

Risk Metrics

Beta vs SPX0.97
Corr SPX0.54
Annual vol28.9%
Annual ret+12.7%
Sharpe0.44
Max DD-34.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$561.56
High / Low$870.00 / $400.00
Median$562.50
Analysts54
Strong Buy11
Buy41
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-05-06Tigress Financial→ Buy
2026-05-01Stifel→ Hold
2026-04-30Wells Fargo→ Overweight
2026-04-30Wedbush→ Outperform
2026-04-30Truist Securities→ Buy
2026-04-30Scotiabank→ Sector Outperform

Officers & Board

DirectorCatherine MacGregor since 2023
DirectorMark Mason since 2023
DirectorEmma Walmsley since 2019
DirectorHugh Francis Johnston since 2017
DirectorReid Hoffman since 2017
DirectorPenny Pritzker since 2017
DirectorSandi Peterson since 2015
CEOSatya Nadella since 2014
DirectorCharlie Scharf since 2014
DirectorSatya Nadella since 2014
DirectorTeri List since 2014
DirectorJohn W. Stanton since 2014
FounderPaul Allen current
FounderBill Gates current
DirectorCarlos Rodriguez 2021–2025

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-06-05Officer / Director Changeread
2026-05-14Officer / Director Change, Exhibitsread
2026-04-29Earnings Release, Exhibitsread
2026-01-28Earnings Release, Exhibitsread
2025-12-08Officer / Director Change, Shareholder Voteread
2025-10-29Earnings Release, Reg FD Disclosure…read
2025-09-30Officer / Director Changeread
2025-07-30Earnings Release, Exhibitsread
2025-07-01Bylaws Amendment, Exhibitsread
2025-04-30Earnings Release, Exhibitsread
2025-01-29Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-05Althoff JudsonCEO Microsoft CommercialSell10.00K$4.88M
2026-08-04Numoto TakeshiEVP, Chief Marketing OffiSell4.81K$2.39M
2026-07-15Coleman AmyEVP, Chief Human ResourceWithheld for tax32$12.45K
2026-06-15Coleman AmyEVP, Chief Human ResourceWithheld for tax36$14.04K
2026-06-15Jolla Alice L.Chief Accounting OfficerGrant5.00K—
2026-04-15Coleman AmyEVP, Chief Human ResourceWithheld for tax1.36K$536.10K
2026-03-16Coleman AmyEVP, Chief Human ResourceWithheld for tax31$12.30K
2026-03-06Hogan Kathleen TEVP, StrategySell12.32K$5.05M
2026-03-02SMITH BRADFORD LVice Chair and PresidentWithheld for tax3.59K$1.41M
2026-03-02Jolla Alice L.Chief Accounting OfficerWithheld for tax424$166.60K

Flow & Concentration

Insider 180d net-$7.27M
Insider buys / sells0 / 2
Insider biasSellers
13F holders12
Top-5 share97.4%
HHI3,570 (concentrated)

Top Holders

HolderValueShares
State Street Corp$117.74B315.65M
Fidelity / FMR LLC$69.37B185.96M
Citadel Advisors$17.43B46.72M
Capital Research / Capital World$16.95B45.44M
Millennium Management$4.95B13.27M
AQR Capital Management$4.26B11.47M
Tiger Global Management$845.60M2.27M
Norges Bank (Norway sovereign)$723.74M1.94M
Bridgewater Associates$265.55M711.90K
T. Rowe Price Group$32.56M87.29M

As of 2026-06-30

Connections

Subsidiarys: Microsoft 365, XBOX

Dividends

Yield (TTM)0.35%
$ / share (TTM)$1.82
5y CAGR+10.2%

Annual dividend per share

2021$2.30
2022$2.54
2023$2.79
2024$3.08
2025$3.40
2026$0.91

Federal Contracts

AmountAgencyDescription
$220.45MDepartment of DefenseMICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT PREMIER SUPPORT (MPS) FOR THE
$172.50MDepartment of DefenseARMY CYBER COMMANDS MICROSOFT CONSULTING SERVICES AND MICROSOFT PREMIER SUPPORT
$160.73MDepartment of DefenseIGF::OT::IGF - METSS FOR USMC
$147.96MDepartment of DefenseIGF::OT::IGF LABOR
$119.54MDepartment of DefenseMICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROG
$104.44MDepartment of DefenseMICROSOFT UNIFIED SUPPORT (MUS)
$101.53MDepartment of DefenseSE31&SE34 MCS LABOR
$80.52MDepartment of DefenseMICROSOFT CONSULTING SERVICES - LABOR

SEC Filings

DateFormDoc
2026-08-064view
2026-08-054view
2026-07-2910-Kview
2026-07-298-Kview
2026-07-154view
2026-07-014view
2026-06-2511-Kview
2026-06-2511-Kview
2026-06-164view
2026-06-154view
2026-06-124view
2026-06-124view
2026-06-124view
2026-06-124view
2026-06-124view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$281.72B+21.9%
Gross profit$171.01B+20.0%
Operating income$88.52B+9.6%
Net income$72.36B+20.0%
Cash from ops$136.16B+17.1%

Indices

NASDAQ-100S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$499.04$519.40$497.25$516.1738.15M
Sep 24$495.07$498.90$491.22$497.9316.66M
Sep 23$500.76$509.44$495.88$500.5919.45M
Sep 22$507.32$508.50$493.65$498.0021.65M
Sep 21$494.95$501.87$491.33$501.6127.96M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →