Simon Quick Advisors 13F: Adds $1.7M to Microsoft (MSFT) Stake

In a filing on October 26, 2026, Simon Quick Advisors increased its Microsoft Corporation (MSFT) shares by 3,317, bringing its total to 48,515 shares.

MSFT Microsoft Corporation

$532.60 ▲ +13.33% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Simon Quick Advisors' Microsoft Position

Simon Quick Advisors boosted its holdings in Microsoft by 3,317 shares, a 7.3% increase from the prior total of 45,198 shares. The fund's reported value for this position is now about $24.9 million, which represents 1.86% of its total 13F portfolio.

Other Institutional Activity in Microsoft

Several other funds also adjusted their positions in Microsoft. Tokio Marine Asset Management added 5,944 shares, bringing its total to 387,119 shares worth about $198.6 million. Meanwhile, J. Safra Sarasin Holding reduced its stake by 110,744 shares, now holding 677,819 shares valued at approximately $304.6 million.

Microsoft Corporation Stock Up 1.6%

As of October 27, 2026, Microsoft shares traded around $532.75, which is about equal to the closing price of $532.60 from the previous day. The stock is currently above its 50-day moving average by 4.6% and well above its 200-day moving average by 22.0%. However, it is about 3.8% below its 52-week high of $553.72.

Recent Earnings

Microsoft reported trailing twelve-month revenue of approximately $331.8 billion and an EPS of $17.95. The company has a 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 dividend yield of 0.74%. The company has a dividend payout ratio of 19.8%.

Insider Buying and Selling at Microsoft Corporation

Several insiders sold shares earlier this year. Judson Althoff, an officer, sold 10,000 shares on August 5, 2026, for about $4.9 million. CEO Satya Nadella sold 86,525 shares on September 1, 2026, valued at approximately $43.4 million. CFO Amy Hood also sold shares on September 14 and October 13, totaling over $24 million in value.

Analysts Set New Price Targets

On October 26, 2026, multiple firms updated their ratings on Microsoft. Oppenheimer maintained its "Outperform" rating with a target of $625. Truist Securities reiterated its "Buy" rating, also setting a target of $600. Scotiabank maintained a "Sector Outperform" rating with a target of $625. The consensus among analysts suggests a strong buy, with a mean price target of about $603.43, indicating potential upside from the recent trading price.

About Microsoft Corporation

Microsoft Corporation is a leading technology company based in Redmond, WA. It develops a wide range of software and hardware solutions for individuals and businesses, including operating systems, cloud services, and gaming devices. The company's recent stock performance reflects its position as a major player in the technology sector.

Bottom Line

Investors should watch for Microsoft's upcoming earnings report on October 28, 2026, to gauge its financial health. Simon Quick Advisors' latest filing shows an increased confidence in Microsoft, as seen in their recent share boost.