Retirement Planning Group LLC Has $20.36 Million Position in Microsoft Corporation $MSFT

Retirement Planning Group LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 55,010 shares of the software giant’s stock after selling 4,105 shares during the quarter. Microsoft makes up about 0.6% of Retirement Planning Group LLC’s portfolio, making the stock its 23rd largest position. Retirement Planning Group LLC’s holdings in Microsoft were worth $20,363,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Norges Bank acquired a new position in Microsoft during the 4th quarter worth approximately $50,664,631,000. Auto Owners Insurance Co grew its stake in Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the period. Nuveen LLC bought a new stake in shares of Microsoft during the first quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Microsoft by 500.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock worth $30,840,432,000 after purchasing an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC raised its position in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Trading Up 1.1%

Shares of MSFT stock opened at $393.35 on Wednesday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market capitalization of $2.92 trillion, a price-to-earnings ratio of 23.41, a PEG ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a 50-day simple moving average of $397.04 and a two-hundred day simple moving average of $406.36.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 31.94% and a net margin of 39.34%.The company’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.46 EPS. Research analysts anticipate that Microsoft Corporation will post 16.7 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Analyst Upgrades and Downgrades

MSFT has been the subject of several research reports. The Goldman Sachs Group reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. HSBC lowered their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Wells Fargo & Company decreased their target price on shares of Microsoft from $650.00 to $625.00 and set an “overweight” rating for the company in a research report on Wednesday, July 15th. DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Microsoft in a report on Monday. Forty-two equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $554.73.

Insiders Place Their Bets

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

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).