Microsoft Corporation $MSFT Stake Lifted by RDA Financial Network

RDA Financial Network grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.8% in the third quarter, Holdings Channel reports. The fund owned 30,578 shares of the software giant’s stock after acquiring an additional 1,116 shares during the quarter. Microsoft accounts for about 3.9% of RDA Financial Network’s portfolio, making the stock its 2nd largest position. RDA Financial Network’s holdings in Microsoft were worth $15,838,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Bulwark Capital Corp purchased a new stake in Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC boosted its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the period. University of Illinois Foundation purchased a new position in shares of Microsoft in the second quarter worth about $50,000. Finally, LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MSFT. Evercore ISI set a $640.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Sanford C. Bernstein raised their price target on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. TD Cowen boosted their price objective on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Citigroup increased their price objective on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Stock Performance

NASDAQ:MSFT opened at $485.13 on Tuesday. The stock has a market cap of $3.61 trillion, a P/E ratio of 34.50, a PEG ratio of 1.82 and a beta of 1.07. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The business’s 50-day moving average price is $499.20 and its two-hundred day moving average price is $503.42. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same period in the prior year, the business earned $3.30 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In related news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the firm’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 sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street bullishness on AI upside — Wedbush/Dan Ives reiterating Outperform and a $625 price target implies material upside for MSFT if AI monetization accelerates into 2026. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Analysts forecasting a large incremental AI revenue stream — one top analyst scenario models roughly $25B of AI-driven revenue in fiscal 2026, supporting claims that MSFT may be undervalued on current multiples. Microsoft (MSFT) Stock: Top Analyst Forecasts $25B AI Revenue Boost
• Positive Sentiment: Product and partnership momentum — new partnerships, a cybercrime platform rollout and multi-year deals (e.g., with Cognizant) expand commercial channels for Copilot/Azure services. These deals support revenue visibility even as investment ramps. Microsoft Expands AI Footprint
• Positive Sentiment: Large AI-capex commitments — Microsoft is funneling sizable capital into AI (including major investments in India and Canada), which supports long-term cloud/AI leadership despite short-term spending. Heavy AI Investment Positions Microsoft
• Neutral Sentiment: Investor attention and favorable long-term narratives (dividend-growth narrative, Zacks/Fool coverage) keep MSFT in buy-lists even as short-term volatility persists. Why Microsoft Is a Top Growth Stock
• Negative Sentiment: Gaming struggles — coverage noting Xbox is “losing the console race by miles” highlights declining hardware sales, layoffs and studio cuts that pressure Xbox profitability and near-term investor sentiment. Losing the Console Race by Miles
• Negative Sentiment: Execution and governance concerns — reports that Satya Nadella is pressing teams on Copilot progress (and commentary about micromanagement) suggest internal stress over execution timelines. Microsoft CEO Pushes Staff on Copilot Ambitions
• Negative Sentiment: Concerns about OpenAI exposure and required spending — some analysts/columns argue OpenAI ties could be a liability and commentators warn Microsoft “requires mass spending” to keep Azure competitive, both of which can pressure margins and near-term sentiment. OpenAI Is Looking More Like A Liability Jim Cramer Says Microsoft “Requires Mass Spending”

Microsoft Company Profile

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).