Leonard Rickey Investment Advisors P.L.L.C. Buys 1,591 Shares of Microsoft Corporation $MSFT

Leonard Rickey Investment Advisors P.L.L.C. grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 12.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 14,623 shares of the software giant’s stock after acquiring an additional 1,591 shares during the period. Microsoft accounts for approximately 1.4% of Leonard Rickey Investment Advisors P.L.L.C.’s investment portfolio, making the stock its 16th biggest holding. Leonard Rickey Investment Advisors P.L.L.C.’s holdings in Microsoft were worth $7,574,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of MSFT. AlphaQuest LLC boosted its stake in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares in the last quarter. PMV Capital Advisers LLC boosted its stake in shares of Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares in the last quarter. Seek First Inc. grew its holdings in shares of Microsoft by 1.5% during the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares during the last quarter. Level Financial Advisors increased its position in Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after purchasing an additional 20 shares in the last quarter. Finally, Red Mountain Financial LLC boosted its position in Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after buying an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Up 0.1%

Shares of NASDAQ:MSFT opened at $487.54 on Wednesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The business’s 50-day moving average is $495.96 and its 200-day moving average is $504.01. The company has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.68, a P/E/G ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the company posted $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is presently 25.89%.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 over the last ninety days. 0.03% of the stock is owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: CEO-led shakeup to accelerate AI execution — reports say Satya Nadella reorganized senior leadership to inject urgency into Microsoft’s AI push, a move investors view as supportive for faster Copilot/Azure monetization. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts
• Positive Sentiment: Wall Street bullish on 2026 AI upside — several analyst notes and forecasts point to a large AI-driven revenue lift (one headline cites a ~30% upside scenario), supporting investor optimism about multiple expansion if AI monetization becomes visible. Microsoft Stock Forecast: Why Wall Street Sees a 30% AI-Fueled Jump for MSFT in 2026
• Positive Sentiment: Copilot / Dynamics 365 & Azure adoption remain tangible growth levers — Dynamics 365 and Copilot adoption are cited as drivers of enterprise seat upgrades and cloud consumption, underpinning recurring revenue and higher ARPU potential. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Xbox Cloud Gaming exits beta — cloud gaming availability for Game Pass subscribers can broaden engagement and recurring revenue in Microsoft’s gaming segment (service-led monetization vs. one-time hardware cycles). Microsoft Corporation (MSFT) Announces Availability of Xbox Cloud Gaming
• Neutral Sentiment: Policy and hiring tailwinds — new federal bill (AI Talent Act) aims to streamline AI hiring across agencies; long term this could ease talent constraints for cloud/AI vendors but has limited near-term revenue impact. New Bill: Representative Sara Jacobs introduces H.R. 6573: AI Talent Act
• Neutral Sentiment: ESG recognition may broaden buyer base — Microsoft shows up on 2026 ESG stock lists, which can attract allocation from sustainability-focused funds but is not a primary earnings driver. 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
• Negative Sentiment: High AI capex and spending scrutiny — analysts are questioning whether massive AI investments across the Magnificent Seven will pressure free cash flow and near-term margins; this keeps upside tied to visible monetization of AI features. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Hardware supply issues risk gaming timing — “RAMpocalypse” reports indicate potential delays for next-gen consoles, which could push Xbox hardware revenue further out (though Microsoft’s services exposure cushions the impact). What the RAMpocalypse Means for Sony’s PlayStation 6 & Microsoft’s (MSFT) Next Xbox

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. Citigroup upped their price target on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. DA Davidson restated a “buy” rating and set a $650.00 price target on shares of Microsoft in a report on Thursday, December 4th. Redburn Partners set a $560.00 price objective on Microsoft in a research note on Wednesday, October 22nd. Evercore ISI set a $640.00 target price on shares of Microsoft in a report on Thursday, October 30th. Finally, DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $631.03.

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).