Microsoft Corporation $MSFT Stake Lessened by Golden Reserve Retirement LLC

Golden Reserve Retirement LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 19.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 769 shares of the software giant’s stock after selling 191 shares during the quarter. Microsoft makes up approximately 0.1% of Golden Reserve Retirement LLC’s portfolio, making the stock its 10th largest holding. Golden Reserve Retirement LLC’s holdings in Microsoft were worth $383,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Bulwark Capital Corp acquired a new stake in Microsoft in the 2nd quarter worth about $32,000. Westend Capital Management LLC boosted its holdings in Microsoft by 386.7% in 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 during the last quarter. LSV Asset Management acquired a new stake in Microsoft in the 4th quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC boosted its holdings in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after buying an additional 95 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a report on Thursday. Piper Sandler restated an “overweight” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday. HSBC boosted their target price on Microsoft from $643.00 to $648.00 in a report on Monday, October 27th. BMO Capital Markets lowered their target price on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday. Finally, Truist Financial boosted their target price on Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $634.67.

Microsoft Trading Down 1.5%

MSFT opened at $517.81 on Monday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market capitalization of $3.85 trillion, a PE ratio of 36.83, a P/E/G ratio of 2.36 and a beta of 1.03. The business’s 50 day moving average price is $513.81 and its 200 day moving average price is $488.36. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

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

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s payout ratio is currently 25.89%.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Microsoft Company 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.