Retirement Income Solutions Inc Has $2.99 Million Stock Position in Microsoft Corporation $MSFT

Retirement Income Solutions Inc lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,018 shares of the software giant’s stock after buying an additional 135 shares during the period. Microsoft comprises approximately 0.5% of Retirement Income Solutions Inc’s investment portfolio, making the stock its 26th biggest position. Retirement Income Solutions Inc’s holdings in Microsoft were worth $2,993,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of MSFT. Newton One Investments LLC lifted its position in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the 4th quarter worth approximately $31,000. Bulwark Capital Corp bought a new position in shares of Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC lifted its position in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares in the last quarter. Finally, LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter worth approximately $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’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 value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’s 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade 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.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Stifel Nicolaus lifted their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. Piper Sandler lifted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a report on Thursday, July 31st. Finally, Arete lifted their price target on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a report on Wednesday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $617.63.

Microsoft Price Performance

Microsoft stock opened at $517.35 on Monday. The stock has a market cap of $3.85 trillion, a price-to-earnings ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a 50-day moving average of $512.83 and a two-hundred day moving average of $467.74.

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

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 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.