Microsoft (MSFT) to Release Earnings on Wednesday

Microsoft (NASDAQ:MSFT) is anticipated to announce its Q4 2026 results after the market closes on Wednesday, July 29th. Analysts expect Microsoft to post earnings of $4.21 per share and revenue of $87.6239 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Wednesday, July 29, 2026 at 5:30 PM ET.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the firm posted $3.46 EPS. Microsoft’s revenue for the quarter was up 18.3% on a year-over-year basis. On average, analysts expect Microsoft to post $17 EPS for the current fiscal year and $19 EPS for the next fiscal year.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $397.75 on Wednesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $2.95 trillion, a price-to-earnings ratio of 23.68, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. The stock’s 50-day moving average is $399.87 and its two-hundred day moving average is $409.57. Microsoft has a 1-year low of $349.20 and a 1-year high of $555.45.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI to strengthen Europe-focused AI infrastructure and bring Mistral models deeper into Microsoft’s cloud and AI platforms, reinforcing its long-term AI growth story. Reuters article on Microsoft funding Mistral’s European AI expansion
• Positive Sentiment: Morgan Stanley turned constructive on Microsoft, saying sentiment on software stocks has become too negative and assigning MSFT an Overweight rating with a $600 price target. Investopedia article on Morgan Stanley software picks
• Positive Sentiment: Analysts and market commentators say Microsoft could be undervalued heading into earnings, with several pieces arguing the stock may be a bargain if Azure growth and AI execution improve. TipRanks article on Microsoft as a bargain ahead of earnings
• Neutral Sentiment: Microsoft is scheduled to report fiscal Q4 results on July 29, and investors are focusing on Azure growth, AI spending, and Copilot adoption as the key questions for the call. Proactive Investors article on Microsoft earnings and Azure growth
• Neutral Sentiment: Microsoft’s expanded AI deal with AMD also supports the bull case for Azure infrastructure, but it underscores that Microsoft is still spending heavily to secure future AI capacity rather than immediately harvesting profits. Proactive Investors article on Microsoft expanding AMD partnership
• Negative Sentiment: Multiple law firms issued fresh class-action reminders tied to Microsoft’s alleged AI misstatements, keeping legal risk in the spotlight and adding pressure on sentiment. Pomerantz class-action alert for Microsoft investors
• Negative Sentiment: Headlines about a securities fraud lawsuit and allegations that Microsoft overstated Copilot functionality may weigh on the stock by reinforcing concerns around AI execution and disclosure. PR Newswire lawsuit notice on Microsoft Copilot functionality

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Microsoft

Hedge funds have recently modified their holdings of the business. Longfellow Investment Management Co. LLC boosted its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in Microsoft during the 4th quarter worth $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft in the fourth quarter valued at $36,000. LSV Asset Management purchased a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Finally, University of Illinois Foundation purchased a new stake in shares of Microsoft in the second quarter valued at about $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on MSFT. Guggenheim reiterated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research note on Thursday, April 30th. Stifel Nicolaus reduced their price objective on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a report on Thursday, June 25th. President Capital raised their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a report on Thursday, April 30th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, Benchmark reiterated a “buy” rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Forty-two analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $556.37.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).