Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.1M to MSFT Stake

Ag2R la Mondiale Gestion D'Actifs boosted its stake in Microsoft Corporation (MSFT) by 6,118 shares, bringing its total holdings to 335,130 shares.

MSFT Microsoft Corporation

$532.60 ▲ +13.33% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Microsoft Fits in Ag2R la Mondiale Gestion D'Actifs' Portfolio

Microsoft now makes up 11.33% of Ag2R la Mondiale Gestion D'Actifs' total reported value of about $1.52 billion, ranking it third among the fund's 425 reported positions.

Other Institutional Activity in Microsoft

Simplicity Wealth, LLC grew its holdings by 7,515 shares, ending with 93,276 shares worth about $47.8 million. HB Wealth Management added 56,226 shares, bringing its total to 609,049 shares valued at approximately $312.4 million. Meanwhile, Mondrian Investment Partners reduced its stake by 222,484 shares, now holding 291,748 shares valued at around $149.6 million.

Microsoft Corporation Stock Up 1.6%

Following the recent filing, Microsoft shares closed at $532.60 on October 26, 2026. As of October 27, 2026, the stock was recently trading around $532.75, which is about equal to its event close. The shares are currently above their 50-day moving average by 4.8% and significantly above their 52-week low by 52.6%. However, they are still below the 52-week high by 3.8%.

Recent Earnings

For the trailing twelve months, Microsoft reported revenue of $331.8 billion, with an EPS of $17.95. The company has a strong revenue growth year-over-year of 17.7%. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft pays an annual dividend rate of $3.92 per share, resulting in a yield of 0.75%. The payout ratio stands at 19.8%, showing a balanced approach to returning value to shareholders.

Insider Buying and Selling at Microsoft Corporation

Several insiders have sold shares recently. Judson Althoff, an officer at Microsoft, sold 10,000 shares at an average price of $487.89 on August 5, 2026. CEO Satya Nadella sold 86,525 shares on September 1, 2026, and CFO Amy E. Hood sold 41,674 shares on September 14, 2026. On October 13, 2026, Hood sold an additional 7,305 shares. These transactions occurred before the recent filing and do not imply negative sentiment towards the company.

Analysts Set New Price Targets

On October 20, 2026, BMO Capital maintained its rating of Outperform with a price target of $600.00, up from $515.00. Guggenheim reiterated its Buy rating with a target of $586.00 on October 21, 2026. On the same day as the filing, Oppenheimer maintained its Outperform rating with a price target of $625.00, while Truist Securities reiterated a Buy rating with a target of $600.00. Scotiabank also maintained a Sector Outperform rating with a target of $625.00.

About Microsoft Corporation

Microsoft Corporation is a leading technology company based in Redmond, WA. It develops and supports a wide range of technology solutions, including operating systems, business applications, and devices like PCs and gaming consoles. The company's strong position in the technology sector and its continuous innovation contribute to its growth.

Bottom Line

Investors should keep an eye on Microsoft's upcoming earnings report on October 28, 2026, as well as any further institutional moves in the stock. Ag2R la Mondiale Gestion D'Actifs' recent increase in Microsoft shares reflects continued confidence in the company's performance.