H&H Retirement Design & Management INC Has $1.51 Million Stake in Microsoft Corporation $MSFT

H&H Retirement Design & Management INC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.2% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 2,953 shares of the software giant’s stock after acquiring an additional 389 shares during the quarter. Microsoft comprises about 0.8% of H&H Retirement Design & Management INC’s portfolio, making the stock its 27th biggest holding. H&H Retirement Design & Management INC’s holdings in Microsoft were worth $1,506,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. Kingstone Capital Partners Texas LLC raised its position in Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Nuveen LLC bought a new stake in Microsoft during the 1st quarter worth $18,733,827,000. Northern Trust Corp increased its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Vanguard Group Inc. increased its position in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares during the period. Finally, Goldman Sachs Group Inc. increased its holdings in Microsoft by 14.1% in the first quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock valued at $18,521,349,000 after purchasing an additional 6,101,005 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $517.81 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week 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. The company has a market cap of $3.85 trillion, a PE ratio of 36.83, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. The business has a 50 day moving average price of $513.81 and a 200-day moving average price of $486.83.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period last year, the firm earned $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 25.89%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Cantor Fitzgerald set a $639.00 target price on shares of Microsoft in a research report on Thursday. Bank of America lifted their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Wells Fargo & Company upped their price target on shares of Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research report on Thursday. Wolfe Research set a $675.00 price target on Microsoft and gave the stock an “outperform” rating in a report on Tuesday. Finally, Barclays reissued an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. One analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Buy” and an average target price of $634.67.

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.