Burney Co/ 13F: Adds $31M to Microsoft (MSFT) Stake

Burney Co. has increased its holdings in Microsoft Corporation (MSFT) by 59,664 shares, raising its total stake to 143,309 shares valued at approximately $73.5 million. This change was disclosed in a filing on October 15, 2026, reflecting the fund's position at the end of the previous quarter.

What Changed in Burney Co.'s Microsoft Position

Burney Co. added 59,664 shares to its Microsoft position, which represents a 71.3% increase from its previous total of 83,645 shares. The filing shows that the increase in shares occurred during the last quarter, but it may not reflect the fund's current activity.

Other Institutional Activity in Microsoft

Several other institutions have also adjusted their positions in Microsoft. Blackrock Inc. raised its shares by 14,061,346, now holding 607,367,113 shares valued at about $321.3 billion. Vanguard Capital Management LLC added 2,653,959 shares, bringing its total to 485,192,007 shares worth approximately $256.7 billion. State Street Corporation increased its position by 8,955,571 shares, ending with 315,653,206 shares valued at around $167.0 billion. Geode Capital Management, LLC also added 1,131,007 shares for a total of 189,632,090 shares valued at about $100.3 billion.

Microsoft Corporation Stock Down 1.4%

As of October 16, 2026, Microsoft shares are trading at $526.01, which is about 4.2% above the 50-day moving average of $504.95 and 20.9% above the 200-day moving average of $435.04. However, the stock is currently about 5.0% below its 52-week high of $553.72, indicating some room for growth.

Recent Earnings

Microsoft reported a trailing twelve-month revenue of $331.8 billion, with a net margin of 40.3% and an impressive return on equity of 34.0%. The company continues to perform strongly in the technology sector, with revenue growth year-over-year at 17.7%. The next earnings report is scheduled for October 28, 2026.

Insider Buying and Selling at Microsoft Corporation

Recent insider activity includes sales by Chief Executive Officer Satya Nadella, who sold 86,525 shares valued at about $43.4 million on September 1, 2026. Chief Financial Officer Amy E. Hood sold 41,674 shares for approximately $20.8 million on September 14, 2026. Another transaction by Hood on October 13, 2026, involved selling 7,305 shares valued at about $3.98 million.

Analysts Set New Price Targets

On October 15, 2026, several analysts maintained their ratings on Microsoft. UBS kept a "Buy" rating with a target price of $675.00, while Citigroup also maintained a "Buy" rating with a target of $636.00. Mizuho rated the stock as "Outperform" with a price target of $600.00, and Jefferies set a target of $650.00 while maintaining a "Buy" rating. TD Cowen similarly maintained its "Buy" rating with a target of $625.00. The consensus among analysts is a strong buy, with a mean price target of $596.22 from 53 opinions.

About Microsoft Corporation

Microsoft Corporation is a technology company based in Redmond, WA, that develops a wide range of software products and solutions for both individuals and businesses. Its portfolio includes operating systems, server and business applications, and various devices such as PCs and gaming consoles. The recent increase in shareholder activity reflects strong confidence in the company's ongoing growth and innovation.

Bottom Line

As Burney Co. continues to expand its Microsoft holdings, investors should keep an eye on the company's upcoming earnings report on October 28, 2026, along with any further institutional filings. This recent filing reflects positions as of the previous quarter and may not represent current holdings.