Golden Reserve Retirement LLC Makes New Investment in Microsoft Corporation $MSFT

Golden Reserve Retirement LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 960 shares of the software giant’s stock, valued at approximately $361,000. Microsoft makes up about 0.1% of Golden Reserve Retirement LLC’s investment portfolio, making the stock its 10th biggest holding.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Microsoft by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant’s stock valued at $288,336,224,000 after acquiring an additional 10,431,988 shares in the last quarter. Geode Capital Management LLC lifted its position in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock valued at $70,720,874,000 after acquiring an additional 3,103,212 shares in the last quarter. Norges Bank bought a new position in Microsoft in the 4th quarter valued at approximately $44,343,058,000. Northern Trust Corp lifted its position in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after buying an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Up 0.5%

Shares of NASDAQ:MSFT opened at $507.97 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a 50-day moving average price of $509.95 and a 200 day moving average price of $450.01. The company has a market cap of $3.78 trillion, a price-to-earnings ratio of 37.24, a PEG ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter last year, the firm earned $2.95 EPS. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be issued a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Wedbush increased their price target on Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Sanford C. Bernstein increased their price target on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Raymond James Financial increased their price target on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, August 2nd. Finally, Westpark Capital reissued a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.