Schneider Downs Wealth Management Advisors 13F: Adds $640K to MSFT Stake

On October 27, 2026, Schneider Downs Wealth Management Advisors boosted its position in Microsoft Corporation (MSFT) by 1,247 shares, bringing its total to 26,685 shares valued at about $13.7 million. This information comes from the fund's latest Form 13F filing with the SEC.

In its filing, Schneider Downs reported a 4.9% increase in its Microsoft holdings, which now represent 3.33% of its total reported value of $411 million. Microsoft ranks as the sixth largest position in Schneider Downs' portfolio, indicating its significance to the fund's overall strategy.

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 stake in Microsoft by 1,342 shares, ending with 109,789 shares valued at about $57.2 million. UniSuper Management added 73,643 shares, bringing its total to 2,618,697 shares worth approximately $1.34 billion. Gf Fund Management grew its holdings by 215,522 shares, totaling 759,254 shares valued at around $389.4 million.

Microsoft Corporation Stock Up 1.4%

As of October 28, 2026, Microsoft shares traded at about $531.60, which is nearly equal to its closing price of $531.33 on October 27, 2026. The stock is currently above its 50-day moving average by 4.4% and its 200-day moving average by 21.7%. However, it is about 4% below its 52-week high of $553.72.

Recent Earnings

Microsoft reported a trailing twelve-month revenue of approximately $331.8 billion and an earnings per share (EPS) of $17.95. The company has seen a year-over-year revenue growth of 17.7%. Its 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 strong capacity to return value to shareholders.

Insider Buying and Selling at Microsoft Corporation

Recent insider transactions include Judson Althoff, an officer, who sold 10,000 shares at an average price of $487.89 on August 5, 2026, totaling about $4.9 million. CEO Satya Nadella sold 86,525 shares on September 1, 2026, valued at approximately $43.4 million, and CFO Amy E. Hood sold 41,674 shares on September 14, 2026, worth about $20.8 million. Another sale by Hood involved 7,305 shares on October 13, 2026, valued at around $3.98 million.

Analysts Set New Price Targets

On October 20, 2026, BMO Capital maintained an Outperform rating on Microsoft with a price target of $600. Guggenheim reiterated its Buy rating on October 21, 2026, with a target of $586. Oppenheimer maintained its Outperform rating on October 26, 2026, setting a target of $625. The consensus among analysts is a strong buy, with a mean target price of $603.43.

About Microsoft

Microsoft Corporation is a leading technology company based in Redmond, WA, that develops a wide range of software and hardware solutions. Its products include operating systems, business applications, and gaming consoles, making it a key player in the global tech industry.

Bottom Line

Investors should keep an eye on Microsoft's upcoming earnings report on October 28, 2026, as well as any further institutional activity following this 13F filing. Schneider Downs' increase in its Microsoft stake reflects confidence in the company's ongoing performance and growth potential.