UniSuper Management 13F: Adds $38M to Microsoft (MSFT) Stake

On October 26, 2026, UniSuper Management boosted its stake in Microsoft Corporation (MSFT) by 73,643 shares, increasing its total to 2,618,697 shares valued at about $1.34 billion. This change was disclosed in a filing with the SEC.

UniSuper's move reflects a 2.89% increase in its position. The fund's reported value for this holding is approximately $11.49 billion, and Microsoft now accounts for 11.69% of its total portfolio, ranking third among its investments.

MSFT Microsoft Corporation

$532.60 ▲ +13.33% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Other Institutional Activity in Microsoft

Anderson Hoagland increased its holdings in Microsoft by 1,342 shares, bringing its total to 109,789 shares worth about $57.2 million. This indicates growing interest in the tech giant among institutional investors.

Microsoft Corporation Stock Up 1.6%

Microsoft shares closed at $532.60 on October 26, 2026, and have recently traded around $532.75. This price is about equal to the closing level and remains above its 50-day moving average by 4.8% and its 200-day average by 22%. However, shares are down about 3.8% from their 52-week high of $553.72.

Recent Earnings

For the trailing twelve months, Microsoft reported revenue of approximately $331.84 billion and earnings per share (EPS) of $17.95. The company's next earnings report is expected on October 28, 2026.

Insider Buying and Selling at Microsoft Corporation

Several insiders, including Judson Althoff, sold shares earlier this year. Judson Althoff sold 10,000 shares on August 5, 2026, valued at about $4.88 million. Meanwhile, CEO Satya Nadella sold 86,525 shares on September 1, 2026, worth approximately $43.39 million.

Analysts Set New Price Targets

On October 26, 2026, Oppenheimer maintained an "Outperform" rating with a price target of $625.00. Truist Securities reiterated a "Buy" rating with a target of $600.00, while Scotiabank maintained a "Sector Outperform" rating with a target of $625.00. The consensus recommendation for Microsoft is a strong buy, with a mean price target of $601.73.

About Microsoft Corporation

Microsoft Corporation is a major technology company that develops a wide range of software products and services, including operating systems, server applications, and devices such as PCs and gaming consoles. This boost in UniSuper's holdings reflects confidence in Microsoft's ongoing growth and performance in the technology sector.

Bottom Line

Investors will be watching Microsoft closely as it approaches its next earnings report on October 28, 2026. With UniSuper increasing its stake, it will be interesting to see how analysts and other institutional investors respond in the coming weeks.