MSFT · NASDAQ · Software - Infrastructure

Microsoft

Builds Azure cloud infrastructure, Microsoft 365 software, Windows, developer tools, and gaming platforms.

$513.06
After-hours close−0.33 (−0.06%)
At close$513.39(+1.65%)
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Profile

Microsoft CorporationMSFTInformation Technology

Sells cloud computing, productivity and business software, developer tools, operating systems, gaming, professional-network services, devices, and search advertising worldwide. Revenue combines subscriptions, consumption-based cloud usage, enterprise licensing, advertising, and content sales, with Azure and Microsoft 365 anchoring a three-segment portfolio.

Builds cloud infrastructure, productivity software, business applications, developer tools, and operating systems for organizations and individuals worldwide. Azure supplies computing, storage, data, security, and AI services; Microsoft 365 combines Office, Teams, Windows commercial offerings, and Copilot. LinkedIn and Dynamics 365 cover professional networking, recruiting, sales, and enterprise planning.

Runs gaming through Xbox, Game Pass, cloud gaming, and first-party content; Bing and Edge support search advertising, while Surface adds devices. Its three segments are Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. Revenue spans subscriptions, enterprise licenses, advertising, content sales, and consumption-based cloud usage.

Integrates datacenters, developer platforms, security, and software across a common enterprise stack. Cloud and AI expansion depends on datacenter capacity, land, power, networking equipment, GPUs, other server components, and compliance across global markets.

Company facts

CEOSatya Nadella
ListedMar 13, 1986
ExchangeNASDAQ
HeadquartersRedmond, WA
CountryUnited States
Employees223,000
CIK0000789019
ISINUS5949181045

Key statistics

Market cap$3.81T
EPS (ttm)$17.95
P/E (ttm)28.61
ROE33.2%
P/B8.62
P/S11.49
Dividend yield0.71%
Beta0.97vs XLK 0.15

Year to date +8.6% · Average volume (30d) 32.3M

Analysts

Price target, next 12 months$535.00+4.2%Median of 82 analysts · vs the Aug 28 close
ConsensusBuy66 of 82 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 20, 2026GLJ ResearchDowngradeSector Perform
Aug 20, 2026Seaport GlobalUpgradeBuy
Aug 20, 2026BarclaysInitiateOverweight
Aug 20, 2026CitigroupDowngradeBuyUnderperform
Aug 10, 2026BernsteinTarget$647$660

Earnings

EPS

Estimate$4.67
ReportedDue Oct 28, 2026

Revenue

Estimate$90.59B
ReportedDue Oct 28, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 29, 2026Q4 FY26$4.24$4.74+11.8%$87.62B$90.01B+2.7%+15.51%
Apr 29, 2026Q3 FY26$4.06$4.27+5.2%$81.44B$82.89B+1.8%−3.93%
Jan 28, 2026Q2 FY26$3.90$4.14+6.2%$80.31B$81.27B+1.2%−9.99%
Oct 29, 2025Q1 FY26$3.67$4.13+12.5%$75.49B$77.67B+2.9%−2.92%
View details

Financial highlights

12 quartersQ3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$70.07B$76.44B$77.67B$81.27B$82.89B$90.01B
Gross profit$48.15B$52.43B$53.63B$55.30B$56.06B$60.48B
Operating income$32.00B$34.32B$37.96B$38.28B$38.40B$40.60B
Net income$25.82B$27.23B$27.75B$38.46B$31.78B$35.77B
Diluted EPS$3.46$3.65$3.72$5.16$4.27$4.80
Gross margin68.7%68.6%69.0%68.0%67.6%67.2%
Operating margin45.7%44.9%48.9%47.1%46.3%45.1%

Fiscal years (4-quarter sums)FY22 $198.27B · FY23 $211.92B · FY24 $245.12B · FY25 $281.72B · FY26 $331.84B

Revenue by product · Q4 FY26

Server Products And Cloud Services$37.10B · 44%
Microsoft Three Six Five Commercial Products And Cloud Services$27.91B · 33%
Linked In Corporation$5.19B · 6%
Windows$4.01B · 5%
Search Advertising$3.86B · 5%
Dynamics Products And Cloud Services$2.37B · 3%
Microsoft Three Six Five Consumer Products And Cloud Services$2.37B · 3%
Enterprise Services$2.11B · 2%
Other Products And Services$97.0M · 0%

Revenue by geography · Q4 FY26

United States$46.97B · 52%
Non Us$43.04B · 48%

Balance sheet, Jun 30, 2026Cash & short-term investments $76.84B · Total debt $128.81B · Total assets $758.38B · Shareholders' equity $442.39B

Dividends

Next ex-date
Nov 20, 2026
estimated · in 83 days
Annual dividend
$3.64
per share
Dividend yield
0.71%
Schedule
Quarterly
4 payments a year

Raised for 20 straight years — most recently to $0.91 from $0.83 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Aug 20, 2026Aug 20Sep 10$0.91
May 21, 2026May 21Jun 11$0.91
Feb 19, 2026Feb 19Mar 12$0.91
Nov 20, 2025Nov 20Dec 11$0.91raised from $0.83
Aug 21, 2025Aug 21Sep 11$0.83
May 15, 2025May 15Jun 12$0.83
Feb 20, 2025Feb 20Mar 13$0.83
Nov 21, 2024Nov 21Dec 12$0.83raised from $0.75
View details

Ownership

Institutions 128.28%Insiders 0.03%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 7.43B · Float 7.41B · 99.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.607.37M8.18%13FAug 7, 2026
Vanguard Capital Management LLC485.19M6.53%13FAug 13, 2026
State Street Corp315.65M4.25%13FAug 7, 2026
Geode Capital Management, LLC189.63M2.55%13FAug 12, 2026
FMR LLC185.96M2.50%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 5, 2026Judson Althoffofficer: CEO Microsoft Commercial−10,000$487.89
Aug 4, 2026Takeshi Numotoofficer: EVP, Chief Marketing Officer−4,810$496.48
Jun 10, 2026Takeshi Numotoofficer: EVP, Chief Marketing Officer−4,500$402.84
Jun 8, 2026Takeshi Numotoofficer: EVP, Chief Marketing Officer−2,500$412.45
Jun 1, 2026Judson Althoffofficer: CEO Microsoft Commercial−15,500$460.99
View details

Peers

  • Alphabet Class A

    Broadest multi-front rival — cloud, productivity, search, AI, and OS.

  • Amazon

    AWS leads public cloud where Azure is #2; Bedrock contests Azure AI.

  • Apple

    Mac and iPad contest Windows and Surface; Apple Intelligence vs Copilot.

  • Salesforce

    CRM market leader vs Dynamics 365; Agentforce vs Copilot agents.

  • Sony (ADR)

    PlayStation is the dominant console rival to Xbox in gaming.

CompareAfter-hours close

CompanyPriceChange
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Alphabet Class A$346.00−0.14%$4.19T17.425.89.4+24.2%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Apple$320.07+0.15%$4.70T36.634.710.1+16.4%
Salesforce$256.48+0.16%$209.66B23.417.64.8+10.8%
Sony (ADR)$24.71−0.56%$145.93B28.91.8−1.6%
Median22.428.54.8+16.4%