Golden Reserve Retirement LLC Has $5.09 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Golden Reserve Retirement LLC boosted its Microsoft stake by 2,045.2% in the fourth quarter, ending with 10,533 shares valued at about $5.09 million.
• Wall Street sentiment remains constructive on MSFT overall: the stock has a Moderate Buy consensus with a target price of $560.88, despite a few recent rating and price-target adjustments.
• Microsoft reported strong quarterly results, including EPS of $4.27 versus estimates of $4.06 and revenue of $82.89 billion, while also maintaining a quarterly dividend of $0.91 per share.

Golden Reserve Retirement LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2,045.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,533 shares of the software giant's stock after buying an additional 10,042 shares during the period. Microsoft accounts for 0.9% of Golden Reserve Retirement LLC's portfolio, making the stock its 7th largest position. Golden Reserve Retirement LLC's holdings in Microsoft were worth $5,094,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in Microsoft in the third quarter worth about $38,000. Fairway Wealth LLC grew its holdings 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 purchasing an additional 66 shares during the period. LSV Asset Management purchased a new stake in Microsoft in the fourth quarter worth about $44,000. Finally, Sellwood Investment Partners LLC purchased a new stake in Microsoft in the third quarter worth about $49,000. 71.13% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have weighed in on MSFT. Weiss Ratings cut shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Evercore cut their price objective on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price objective on the stock in a report on Wednesday, May 13th. Royal Bank Of Canada restated a "buy" rating on shares of Microsoft in a report on Monday, April 27th. Finally, Citigroup upped their price objective on shares of Microsoft from $600.00 to $620.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Microsoft News Summary

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

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred 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. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.9%

NASDAQ:MSFT opened at $421.06 on Thursday. The company's 50 day moving average price is $398.83 and its 200-day moving average price is $438.30. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a market cap 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 (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 earnings per share. The business's revenue for the quarter was up 18.3% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Microsoft 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).

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