MSFT at a glance
Microsoft Corporation (MSFT, SEC CIK 789019) filed its latest 10-K annual report on July 29, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Microsoft Corporation (MSFT) reported revenue of $331.8 billion (up 17.8% from FY2025) and net income of $133.7 billion. Diluted EPS was $17.95.
- As of June 30, 2026, 80 institutional investment managers tracked by SignalX reported holding Microsoft Corporation (MSFT) shares worth $1.02 trillion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hood Amy on September 14, 2026 of 4,305 shares at $498.88 per share.
- In the last 90 days, MSFT insiders reported 0 open-market purchases ($0) and 16 open-market sales ($71.4M) on Form 4, a net sale of $71.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $331.8B
- +17.8% vs prior year
- Insiders · 90 days
- 0 buys · 16 sells
- Net −$71.4M
- 13F holders
- 80 funds
- $1.0T · −1 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory risk: EU AI Act may increase costs or restrict AI model operations in European market
- Geopolitical threat: Conflicts in Ukraine and Middle East causing sanctions, supply chain disruptions, and increased operating costs
- Supply chain vulnerability: Shortages of semiconductors, power, cooling equipment limit datacenter expansion and increase costs
- Market disruption risk: Competition from hyperscalers, open-source AI, and vertically-integrated rivals threatens cloud and AI services
- Financial risk: IRS audit with $28.9B proposed tax adjustment plus penalties may cause significant tax liabilities
Business Overview
- Core business: Technology company delivering AI, cloud computing, productivity, collaboration, and personal computing platforms and solutions globally
- New emphasis on AI integration: Microsoft 365 Copilot, Azure AI Foundry, and AI-driven security and enterprise services heavily prioritized this year
- Strategic shift: Leading AI platform wave, focusing on integrated AI solutions across cloud, productivity, security, gaming, and digital learning
- Employee count 223,000, with 77,000 in R&D, highlighting significant investment in AI and product innovation
- Noteworthy: Introduction of Azure AI Foundry as a unified AI application development platform and expansion of AI-powered Microsoft 365 Copilot
Management Discussion & Analysis
- Revenue $331.8B, up 18% YoY driven by Microsoft Cloud growth ($214.4B, +27%)
- Operating margin 46.8% vs 45.6%; Gross margin % decreased slightly; Microsoft Cloud gross margin 66% vs prior year (decreased)
- Best segment: Intelligent Cloud revenue $137.8B (+30%), operating income $57.0B (+28%); Worst segment: More Personal Computing revenue $54.1B (-1%), operating income $14.4B (+2%)
- Cash from operations $182.9B (+34%), Capex increased by $51.4B; Share repurchases $16.7B; Dividends $27.0B
- Management investing heavily in AI infrastructure, cautious on supply chain risks, expects sufficient liquidity, tax audit risk with $28.9B IRS claim ongoing
AI summary of the MSFT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- No profitability, operating margin, or net margin percentages provided
Risk Factors
- Workforce risk: restrictive U.S. immigration policies may constrain international hiring for research and development
- Labor risk: increased U.S. unionization could raise costs and require operational changes
- Talent risk: failure to retain skilled employees and key leaders could impair product and service delivery
- Liquidity risk: $10.2 billion returned to shareholders during fiscal Q3 through repurchases and dividends
- Repurchase risk: $44.03 billion remained authorized for future share repurchases at March 31, 2026
AI summary of the MSFT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- FY27 reporting shifts from three segments to Agents and Infra and Devices and Consumer, aligning disclosures with Microsoft’s AI-centric operating model
- Agents and Infra FY26 revenue $268.127B and operating income $136.365B, representing the dominant earnings engine
Item 7.01: Regulation FD Disclosure
- New FY27 reporting structure: Agents and Infra; Devices and Consumer
- Historical financial data recast on the updated segment basis in Exhibit 99.1
Item 2.02: Results of Operations and Financial Condition
- Microsoft reported fiscal Q4 and full-year results for the periods ended June 30, 2026
- Financial details are contained in Exhibit 99.1, the accompanying earnings release
Item EX-99.1: Item EX-99.1
- Q4 revenue $90.0B, up 18%, and operating income $40.6B, up 18%, signaling broad-based operating leverage
- Azure and other cloud services grew 43%, while Microsoft Cloud revenue reached $59.3B, reinforcing AI infrastructure momentum
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Reid Hoffman, Microsoft director since 2017, will not seek re-election at the 2026 annual shareholder meeting
- Board service continues until the 2026 annual meeting, limiting immediate governance disruption
AI summaries of MSFT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MSFT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Coleman Amy | A | Sep 15, 2026 | 6,506 | - |
| SMITH BRADFORD L | A | Sep 15, 2026 | 29,077 | - |
| Numoto Takeshi | A | Sep 15, 2026 | 11,569 | - |
| Hood Amy | A | Sep 15, 2026 | 29,077 | - |
| Jolla Alice L. | F | Sep 15, 2026 | 122.773 | $505.41 |
| Coleman Amy | F | Sep 15, 2026 | 35.943 | $505.41 |
| Althoff Judson | A | Sep 15, 2026 | 29,077 | - |
| Hood Amy | Sell | Sep 14, 2026 | 4,305 | $498.88 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $281.7B | $331.8B |
| Gross Profit | - | $193.9B | $225.5B |
| Operating Income | - | $128.5B | $155.2B |
| Net Income | - | $101.8B | $133.7B |
| Gross Margin | - | 68.8% | 67.9% |
| Op. Margin | - | 45.6% | 46.8% |
| Net Margin | - | 36.1% | 40.3% |
| Balance Sheet | |||
| Total Assets | $512.2B | $619.0B | $758.4B |
| Equity | - | $343.5B | $442.4B |
| ROE | - | 29.6% | 30.2% |
| Per Share | |||
| EPS | - | $13.64 | $17.95 |
| Cash Flow | |||
| Operating CF | - | $136.2B | $182.9B |
| CapEx | $44.5B | $64.6B | $115.9B |
Source: XBRL data in Microsoft Corporation (MSFT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MSFT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 80 | $1.02T |
| Q1 2026 | 81 | $1.01T |
| Q4 2025 | 81 | $1.37T |
| Q3 2025 | 83 | $1.55T |
| Q2 2025 | 81 | $1.40T |
| Q1 2025 | 78 | $765.32B |
| Q4 2024 | 75 | $697.55B |
| Q3 2024 | 67 | $316.92B |
- BlackRock+14.04M (+2%)
- Franklin Resources+9.35M (+24%)
- State Street Corp+8.94M (+3%)
- JPMorgan Chase & Co+8.04M (+6%)
- Morgan Stanley+2.79M (+2%)
- T. Rowe Price Group−29.96M (-26%)
- FMR LLC (Fidelity)−4.25M (-2%)
- D.E. Shaw & Co−2.60M (-42%)
- Ameriprise Financial−2.10M (-7%)
- Principal Financial Group−1.28M (-8%)
- Pershing Square Capital−5.65M
Source: 13F-HR filings on SEC EDGAR (aggregated from 626 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MSFT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
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MSFT SEC filings: frequently asked questions
Are MSFT insiders buying or selling?
In the last 90 days, Microsoft Corporation (MSFT) officers, directors and 10% owners reported no open-market purchases and 16 open-market sales worth $71.4 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MSFT stock?
As of June 30, 2026, the largest Microsoft Corporation (MSFT) holders among the 13F filers tracked by SignalX were BlackRock ($226.6 billion), Vanguard Capital Management LLC ($181.0 billion), State Street Corp ($117.7 billion), FMR LLC (Fidelity) ($69.4 billion), Vanguard Portfolio Management LLC ($62.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MSFT's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Microsoft Corporation (MSFT) reported revenue of $331.8 billion (up 17.8% from FY2025) and net income of $133.7 billion. Diluted EPS was $17.95. The figures come from the XBRL data in the 10-K.
What are the main risks in MSFT's latest 10-K?
In the 10-K filed July 29, 2026, Microsoft Corporation (MSFT) flagged: Regulatory risk: EU AI Act may increase costs or restrict AI model operations in European market. Geopolitical threat: Conflicts in Ukraine and Middle East causing sanctions, supply chain disruptions, and increased operating costs. (AI summary of the Risk Factors section.)
What did MSFT report in its latest 8-K?
Microsoft Corporation (MSFT) filed an 8-K on September 2, 2026 reporting Item 7.01 (Regulation FD Disclosure). FY27 reporting shifts from three segments to Agents and Infra and Devices and Consumer, aligning disclosures with Microsoft’s AI-centric operating model.
What are the latest MSFT SEC filings?
Microsoft Corporation (MSFT) filed its latest 10-K annual report on July 29, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on September 17, 2026.
What is MSFT's SEC CIK number?
Microsoft Corporation (MSFT)'s SEC Central Index Key (CIK) is 789019. EDGAR lists every MSFT filing under that number.
Ask anything about MSFT
The research agent reads MSFT's filings, financials, insider trades and 13F holders, then answers with sources.