RFG Advisory LLC Buys 16,628 Shares of Microsoft Corporation $MSFT

RFG Advisory LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 27.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 76,721 shares of the software giant’s stock after acquiring an additional 16,628 shares during the quarter. Microsoft makes up approximately 0.5% of RFG Advisory LLC’s holdings, making the stock its 25th biggest holding. RFG Advisory LLC’s holdings in Microsoft were worth $28,400,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. Rochester Wealth Strategies LLC lifted its holdings in shares of Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after buying an additional 20 shares during the period. Longfellow Investment Management Co. LLC increased its stake in shares of 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 buying an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC increased its stake in shares of Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after buying an additional 20 shares during the period. Fischer Investment Strategies LLC raised its holdings in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after acquiring an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC raised its holdings in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several reports highlighted continued strength in Microsoft’s Azure cloud and AI businesses, with bullish commentary saying demand remains robust and that the recent selloff may be creating a more attractive entry point. Article Title
• Positive Sentiment: Analysts and investors cited Microsoft’s security business as a potential growth driver, while recent partnership news and product integrations suggest the company is still expanding its enterprise ecosystem. Article Title
• Positive Sentiment: Some Wall Street coverage remained constructive, with firms such as Deutsche Bank and Erste Group lifting their outlooks, reinforcing the view that Microsoft’s long-term earnings power remains intact. Article Title
• Neutral Sentiment: Microsoft also announced product and ecosystem updates, including a new Marketplace listing and broader AI/security-related integrations, which are supportive but not likely to move the stock on their own. Article Title
• Neutral Sentiment: Several opinion pieces argued the stock may be oversold and could rebound, but these were largely valuation-driven commentary rather than new fundamental catalysts. Article Title
• Negative Sentiment: Microsoft is facing renewed scrutiny over AI spending, with multiple stories noting the stock’s sharp June decline as investors worry that massive AI capex is not translating into profits quickly enough. Article Title
• Negative Sentiment: Multiple law firms and reports flagged securities-fraud class actions tied to alleged misstatements about Copilot and Azure, adding legal uncertainty and potential headline risk. Article Title
• Negative Sentiment: Additional pressure came from reports of another round of job cuts and from antitrust attention in Europe, both of which can weigh on sentiment even if they help costs over time. Article Title

Microsoft Stock Performance

Shares of MSFT opened at $373.02 on Wednesday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.77 trillion, a PE ratio of 22.20, a P/E/G ratio of 1.33 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The stock has a fifty day moving average price of $408.34 and a 200-day moving average price of $419.37.

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 the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s payout ratio is presently 21.67%.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. Citigroup started coverage on shares of Microsoft in a report on Monday, June 1st. They set a “market outperform” rating on the stock. Dbs Bank reduced their price target on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. New Street Research lowered their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Guggenheim reiterated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Thursday, April 30th. Finally, UBS Group reissued a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $560.86.

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).