Chicago Partners Investment Group 13F: Adds $4.5M to MSFT Stake

On October 27, 2026, Chicago Partners Investment Group boosted its stake in Microsoft Corporation (MSFT) by 8,668 shares, bringing its total to 150,202 shares. This increase was detailed in the fund's latest Form 13F filing with the SEC, covering the quarter that ended on September 30, 2026.

Chicago Partners Investment Group's reported value in Microsoft now totals approximately $78.8 million. This stake represents about 5.2% of the fund's entire portfolio, ranking it 6th among its holdings.

MSFT Microsoft Corporation

$531.33 ▲ +13.06% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Other Institutional Activity in Microsoft

Anderson Hoagland increased its holdings by 1,342 shares, ending with 109,789 shares worth about $57.2 million. UniSuper Management added 73,643 shares, bringing its total to 2,618,697 shares valued at approximately $1.34 billion. Gf Fund Management also grew its stake by 215,522 shares, reaching 759,254 shares with a value of about $389.4 million.

Microsoft Corporation Stock Up 1.4%

Microsoft shares recently traded around $531.60, which is about equal to the closing price of $531.33 on October 27, 2026. The stock is currently above its 50-day moving average by about 4.4% and above its 200-day moving average by 21.7%, showing strong momentum.

Recent Earnings

For the trailing twelve months, Microsoft reported revenue of approximately $331.8 billion and earnings per share of $17.95. The company has a strong net margin of 40.3% and a return on equity of 34.0%. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, which gives it a yield of 0.74%. The dividend payout ratio is 19.8%, indicating a healthy balance between returning cash to shareholders and reinvesting in the business.

Insider Buying and Selling at Microsoft Corporation

Since August, several insiders have sold shares, including Judson Althoff, who sold 10,000 shares on August 5, 2026, valued at about $4.9 million, and Satya Nadella, who sold 86,525 shares on September 1, 2026, totaling approximately $43.4 million. Amy Hood also sold shares in two separate transactions, amounting to over $24 million combined.

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 a prior target of $515.00. Guggenheim reiterated a "Buy" rating with a target of $586.00 on October 21, 2026. Oppenheimer maintained its "Outperform" rating with a target of $625.00 on October 26, 2026. The consensus among analysts suggests a strong buy recommendation with a mean price target of $603.43.

About Microsoft Corporation

Microsoft Corporation develops and supports a wide range of technology solutions for both individuals and businesses. Its products include software applications, operating systems, and devices such as PCs and gaming consoles. The company's strong position in the tech sector is reflected in its consistent growth and profitability.

Bottom Line

Investors should watch for Microsoft's upcoming earnings report on October 28, 2026, to gauge its performance. Chicago Partners Investment Group's recent increase in shares shows confidence in the company's future prospects.