Microsoft (MSFT) to Announce Quarterly Earnings on Wednesday

Microsoft (NASDAQ:MSFT) is expected to be releasing 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 $87.6250 billion for the quarter. Parties can find conference call details on the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Wednesday, July 29, 2026 at 5:30 PM ET.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating 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 quarter in the prior year, the firm posted $3.46 EPS. The company’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 MSFT stock opened at $381.70 on Monday. The stock has a 50 day moving average of $398.21 and a two-hundred day moving average of $407.62. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft has a 12 month low of $349.20 and a 12 month high of $555.45. The company has a market capitalization of $2.84 trillion, a P/E ratio of 22.72, a P/E/G ratio of 1.17 and a beta of 1.13.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s payout ratio is currently 21.67%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last three months. Company insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On Microsoft

Hedge funds have recently made changes to their positions in the company. Navigoe LLC acquired a new position in Microsoft in the fourth quarter valued at approximately $145,000. Spurstone Advisory Services LLC acquired a new stake in Microsoft during the 4th quarter worth $126,000. Strengthening Families & Communities LLC grew its holdings in Microsoft by 15.8% during the 1st quarter. Strengthening Families & Communities LLC now owns 323 shares of the software giant’s stock worth $121,000 after acquiring an additional 44 shares during the period. Summit Securities Group LLC bought a new stake in shares of Microsoft during the 1st quarter valued at $113,000. Finally, Horizon Financial Services LLC lifted its stake in shares of Microsoft by 26.8% in the 1st quarter. Horizon Financial Services LLC now owns 208 shares of the software giant’s stock valued at $78,000 after purchasing an additional 44 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

Analysts Set New Price Targets

MSFT has been the subject of a number of recent research reports. Cantor Fitzgerald restated an “overweight” rating and issued a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. BMO Capital Markets lifted their price target on shares of Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Barclays reissued an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Rothschild & Co Redburn dropped their price objective on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research note on Thursday, April 23rd. Finally, New Street Research reduced their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Forty-two analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $555.40.

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).