Reliant Wealth Planning boosted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1,002.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,110 shares of the software giant’s stock after buying an additional 6,465 shares during the period. Microsoft accounts for approximately 1.2% of Reliant Wealth Planning’s investment portfolio, making the stock its 12th largest holding. Reliant Wealth Planning’s holdings in Microsoft were worth $3,683,000 at the end of the most recent reporting period.
Other hedge funds also recently added to or reduced their stakes in the company. IRON Financial LLC raised its stake in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after purchasing an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. acquired a new stake in Microsoft in the second quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC grew its position in Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after buying an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares during the period. Finally, Weaver Capital Management LLC raised its position in shares of Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock worth $9,499,000 after buying an additional 2,247 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts have recently weighed in on MSFT shares. Guggenheim reaffirmed a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research note on Thursday, January 22nd. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and set a $590.00 target price on shares of Microsoft in a report on Thursday, January 29th. Evercore cut their target price on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $641.00 price target (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $591.95.
Insider Activity at Microsoft
In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.
Microsoft Trading Down 0.1%
NASDAQ:MSFT opened at $399.41 on Wednesday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $2.97 trillion, a price-to-earnings ratio of 24.98, a price-to-earnings-growth ratio of 1.56 and a beta of 1.10. The stock has a fifty day simple moving average of $424.42 and a 200 day simple moving average of $474.29.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the company earned $3.23 EPS. The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.
Microsoft Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.
Key Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
- Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data?center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
- Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long?run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
- Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
- Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long?term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
- Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker
About Microsoft
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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