Microsoft Corporation $MSFT Position Lifted by RDA Financial Network

RDA Financial Network grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 29,462 shares of the software giant’s stock after buying an additional 140 shares during the quarter. Microsoft accounts for about 4.0% of RDA Financial Network’s portfolio, making the stock its 2nd largest holding. RDA Financial Network’s holdings in Microsoft were worth $14,655,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Ball & Co Wealth Management Inc. purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $31,000. Newton One Investments LLC grew its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. LSV Asset Management purchased a new position in Microsoft in the fourth quarter worth approximately $44,000. IFS Advisors LLC grew its position in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after acquiring an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC grew its position in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after acquiring an additional 95 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on MSFT shares. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Jefferies Financial Group increased their price objective on Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Loop Capital increased their price objective on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Oppenheimer increased their price objective on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Stifel Nicolaus increased their price objective on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $612.54.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% 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 corporate insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $510.02 on Thursday. The stock has a market cap of $3.79 trillion, a P/E ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. The company’s 50-day simple moving average is $511.28 and its 200 day simple moving average is $456.20. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

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

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is currently 24.34%.

About Microsoft

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.