Golden Reserve Retirement LLC Raises Position in Microsoft Corporation $MSFT

Golden Reserve Retirement LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2,045.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,533 shares of the software giant’s stock after purchasing an additional 10,042 shares during the period. Microsoft comprises 0.9% of Golden Reserve Retirement LLC’s portfolio, making the stock its 7th largest holding. Golden Reserve Retirement LLC’s holdings in Microsoft were worth $5,094,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd bought a new position in Microsoft in the third quarter worth approximately $38,000. Fairway Wealth LLC raised its position in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. LSV Asset Management bought a new position in Microsoft in the fourth quarter worth approximately $44,000. Finally, Sellwood Investment Partners LLC bought a new position in Microsoft in the third quarter worth approximately $49,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Up 0.9%

Shares of MSFT stock opened at $421.06 on Thursday. The company has a market capitalization of $3.13 trillion, a price-to-earnings ratio of 25.06, a PEG ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company’s fifty day moving average price is $398.83 and its 200-day moving average price is $438.30. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 EPS. Sell-side analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. TD Cowen upgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Tuesday, May 5th. BNP Paribas Exane decreased their price target on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Guggenheim reiterated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. Finally, Truist Financial decreased their price target on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $560.88.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush said Microsoft’s restructured OpenAI partnership looks like a net positive rather than a setback, reinforcing the view that MSFT remains a key beneficiary of enterprise AI adoption. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is still being framed as a leading AI and cloud winner, with commentary highlighting Azure growth, Copilot demand, and broader enterprise AI spending as long-term drivers. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is also attracting investor attention as a preferred AI holding, with one high-profile investor reportedly rotating out of Alphabet and into MSFT, which can be seen as a vote of confidence in the stock’s AI positioning. This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?
• Positive Sentiment: Microsoft announced a large purchase of 650,000 metric tons of carbon removal credits, suggesting continued investment in sustainability initiatives that may support its long-term corporate image and compliance goals. Microsoft’s carbon removal plans aren’t dead after all
• Neutral Sentiment: Some market commentary suggests Microsoft may be undervalued after a recent pullback, but that view is still debated and depends on whether AI spending translates into sustained earnings growth. Why Bill Ackman Thinks the Selloff in Microsoft Stock Is Misguided
• Negative Sentiment: The UK Competition and Markets Authority opened a probe into Microsoft’s software practices, creating a regulatory overhang that could pressure sentiment if scrutiny expands. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices
• Negative Sentiment: GitHub, which is owned by Microsoft, confirmed a security incident involving stolen internal repositories, adding a cybersecurity headline that could weigh on the stock near term. GitHub confirms 3,800 internal repos stolen through poisoned VS Code extension as supply chain worm hits Microsoft’s Python SDK

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

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).