Symmetry Partners 13F: Adds $910K to Microsoft (MSFT) Stake

On October 27, 2026, Symmetry Partners boosted its stake in Microsoft Corporation (MSFT) by 1,775 shares, increasing its total to 19,509 shares worth about $10 million. This information comes from the fund's latest Form 13F filing with the SEC.

Symmetry Partners' reported value in Microsoft increased by $910,402.50, reflecting a 10.0% increase in its holdings. The fund now holds 1.94% of its total reported value in Microsoft, which ranks 14th among its holdings.

MSFT Microsoft Corporation

$531.33 ▲ +13.06% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Where Microsoft Fits in Symmetry Partners' Portfolio

This increase in Microsoft shares represents a modest boost in Symmetry Partners' position.

Microsoft Corporation Stock Up 1.4%

Microsoft shares closed at $531.33 on October 27, 2026. Recently, the stock has been trading around $531.6, which is about equal to the closing price on the filing date. The shares are currently above their 50-day moving average by about 4.4% and above their 200-day moving average by approximately 21.7%.

Recent Earnings

For the trailing twelve months, Microsoft reported revenues of about $331.8 billion, with a net margin of 40.3% and a return on equity of 34.0%. The company is set to announce its next earnings report on October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, which translates to a yield of 0.74% based on recent prices. The payout ratio is 19.8% of earnings.

Insider Buying and Selling at Microsoft Corporation

In recent insider transactions, several executives sold shares. Judson Althoff, an officer, sold 10,000 shares on August 5, 2026, valued at about $4.9 million. CEO Satya Nadella sold 86,525 shares on September 1, 2026, totaling about $43.4 million. Additionally, CFO Amy E. Hood sold 41,674 shares on September 14, 2026, worth about $20.8 million, and another 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 its rating on Microsoft at Outperform with a price target of $600. Guggenheim reiterated its Buy rating with a target of $586 on October 21, 2026. Oppenheimer also maintained an Outperform rating with a target of $625 on October 26, 2026, while Truist Securities reiterated its Buy rating with a target of $600 on the same day. Scotiabank maintained its Sector Outperform rating with a target of $625.

About Microsoft Corporation

Microsoft Corporation is a technology company that develops and supports a wide range of technology solutions for individuals and businesses. Its offerings include operating systems, server applications, software development tools, and devices like PCs and gaming consoles. This recent increase in shares reflects continued confidence in its growth potential.

Bottom Line

Investors will want to watch Microsoft's upcoming earnings announcement on October 28, 2026, for insights into its performance. Symmetry Partners' recent filing shows a strategic adjustment in its portfolio, highlighting ongoing interest in Microsoft.