BSN CAPITAL PARTNERS 13F: New $405M Stake in Microsoft (MSFT)

BSN Capital Partners picked up a major new stake in Microsoft Corporation MSFT, buying 816,767 shares valued at approximately $405.2 million. The fund disclosed the investment in a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026.

MSFT Microsoft Corporation

$524.51 ▲ +11.61% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in BSN Capital Partners's Microsoft Position

The newly established position gives the fund a sizable holding in the software giant. Because this is a brand-new stake, the shares represent an entirely fresh allocation for the portfolio during the period, bringing its ending share count to 816,767.

Microsoft Corporation Stock Down 1.6%

Microsoft shares closed at $524.51 on the filing date of October 23, 2026, and recently traded at $524.52. That puts the stock roughly 3.3% above its 50-day moving average of $507.88 and well above its 200-day moving average of $436.31. The stock sits about 5.3% below its 52-week high of $553.72 while maintaining a strong lead over its 52-week low of $349.20.

Recent Earnings

For the trailing twelve months, Microsoft generated $331.84 billion in revenue alongside basic earnings of $17.95 per share. The company posted a net profit margin of 40.3% and a return on equity of 34.0%, paired with year-over-year revenue growth of 17.7%. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, giving the stock a dividend yield of 0.75%. The payout ratio stands at 19.8% of earnings.

Insider Buying and Selling at Microsoft Corporation

Company insiders completed several stock transactions ahead of the filing. On August 5, 2026, officer Judson Althoff sold 10,000 shares at an average price of $487.89 for a total value of about $4.88 million. Chief executive officer Satya Nadella sold 86,525 shares valued at $43.39 million on September 1, 2026. Chief financial officer Amy E. Hood sold 41,674 shares for $20.76 million on September 14, 2026, and later sold 7,305 shares worth $3.98 million on October 13, 2026.

Analysts Set New Price Targets

Several Wall Street firms updated their views on the stock ahead of the filing. On October 15, 2026, UBS maintained a buy rating while lifting its price target to $675.00 from $525.00. StoneX maintained a buy rating on October 16, 2026, raising its target to $600.00 from $525.00. Bernstein maintained an outperform rating on October 19, 2026, nudging its target to $662.00 from $660.00. BMO Capital maintained an outperform rating on October 20, 2026, boosting its target to $600.00 from $515.00, and Guggenheim reiterated a buy rating with a $586.00 target on October 21, 2026. Overall, the stock carries a consensus strong buy rating from 53 analyst opinions with a mean price target of $601.73.

About Microsoft Corporation

Headquartered in Redmond, Washington, Microsoft Corporation develops and supports a broad portfolio of software, hardware, and cloud solutions for individual consumers and global enterprises. Its offerings range from operating systems and developer tools to productivity applications and gaming consoles, underpinning much of the modern digital infrastructure.

Bottom Line

Investors will look closely at the upcoming earnings report on October 28, 2026, for fresh details on cloud growth and profit margins. Monitoring subsequent institutional filings will show whether other major managers follow suit in building positions.