Golden Reserve Retirement LLC Boosts Stock Position in Microsoft Corporation $MSFT

Key Points

• Golden Reserve Retirement LLC more than doubled its Microsoft position in the second quarter, increasing holdings by 108.2% to 14,176 shares valued at approximately $5.29 million.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, while analysts maintain a “Moderate Buy” consensus and an average price target of $571.18.
• The company increased its quarterly dividend to $0.98 per share, but insiders—including CEO Satya Nadella and EVP Amy Hood—sold shares under pre-arranged trading plans; valuation and heavy AI investment remain potential risks.

Golden Reserve Retirement LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 108.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,176 shares of the software giant's stock after purchasing an additional 7,366 shares during the quarter. Microsoft makes up 0.8% of Golden Reserve Retirement LLC's holdings, making the stock its 8th biggest position. Golden Reserve Retirement LLC's holdings in Microsoft were worth $5,288,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Auto Owners Insurance Co boosted its holdings in shares of Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the period. Amundi grew its stake in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after buying an additional 9,814,598 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Microsoft by 10.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after acquiring an additional 2,784,809 shares during the period. Fisher Asset Management LLC raised its holdings in Microsoft by 1.8% in the 4th quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after acquiring an additional 458,014 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its position in Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after acquiring an additional 9,493,778 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is supporting MSFT. Wells Fargo added Microsoft to its Q4 Tactical Ideas list and reportedly raised its price target to $725, citing accelerating Azure growth and improving Copilot monetization. The bullish calls follow Microsoft’s strongest quarterly performance in decades and reflect growing confidence that AI spending is translating into revenue. What's Going On With Microsoft Stock?
• Positive Sentiment: New real-time AI voice models expand Microsoft’s addressable market. Microsoft launched three speech and transcription models, including MAI-Transcribe-2-Streaming, which can begin responding in roughly 320 milliseconds. The technology targets contact centers, multilingual assistants, live captions and other enterprise voice applications, potentially creating additional demand for Microsoft’s AI platform and cloud services. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Positive Sentiment: Recent performance reinforces the AI growth narrative. Microsoft shares gained about 38% during the third quarter after earnings showed the fastest Azure growth in four years, driven by strong AI demand. Investors also point to expanding Copilot adoption, enterprise licensing opportunities and continued integration of AI agents into Microsoft’s software ecosystem. MSFT Stock Rallies 38% as Wall Street Sees Microsoft’s AI Spending Pay Off
• Neutral Sentiment: Microsoft is experiencing senior leadership turnover. LinkedIn chief Ryan Roslansky and Microsoft Science president Peter Lee are expected to depart. Roslansky’s exit follows nearly 18 years with LinkedIn and Microsoft and adds to ongoing changes in the company’s AI leadership structure. Former LinkedIn chief Roslansky to leave Microsoft
• Negative Sentiment: Valuation and investment intensity remain key risks. Some commentary argues that Microsoft’s rally has increased reliance on a higher valuation multiple, while AI infrastructure spending may outpace free cash flow if compute prices decline or monetization disappoints. These concerns could limit upside even as Azure demand remains strong. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

Insider Buying and Selling

In other news, EVP Amy Hood sold 41,674 shares of the stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 143,009 shares of company stock valued at $71,420,699. Company insiders own 0.03% of the company's stock.

Microsoft Stock Down 0.0%

NASDAQ MSFT opened at $512.80 on Friday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a 50 day moving average of $487.37 and a 200-day moving average of $429.36. The company has a market cap of $3.81 trillion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.65 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the business posted $3.65 earnings per share. The firm's quarterly revenue was up 17.7% compared to the same quarter last year. On average, equities research analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio is currently 20.27%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on MSFT shares. Phillip Securities cut Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Wolfe Research lowered Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Raymond James Financial cut Microsoft from a "moderate buy" rating to a "strong sell" rating in a report on Wednesday, September 23rd. Mizuho reduced their price target on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research note on Wednesday, July 15th. Finally, Bank of America upped their price objective on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a report on Tuesday, September 1st. Forty-three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $571.18.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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