Microsoft Corporation $MSFT is RFP Financial Group LLC's 6th Largest Position

Key Points

• RFP Financial Group LLC boosted its Microsoft stake by 56.9% in the fourth quarter, adding 5,512 shares to reach 15,200 shares valued at about $7.35 million. Microsoft is now its 6th-largest holding and makes up roughly 3.5% of the portfolio.
• Microsoft continues to draw strong analyst support, with 41 Buy ratings and six Hold ratings, giving the stock a “Moderate Buy” consensus and an average price target of $561.20. Recent reports also highlighted ongoing enthusiasm around AI, cloud, and quantum-computing initiatives.
• Legal and execution risks are building, as shareholders have sued Microsoft over alleged nondisclosure of slowing Azure growth and heavy AI spending, while additional securities-fraud investigations are underway. The company is also facing investor concern tied to Xbox restructuring chatter and insider selling.

RFP Financial Group LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 56.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,200 shares of the software giant's stock after acquiring an additional 5,512 shares during the quarter. Microsoft comprises approximately 3.5% of RFP Financial Group LLC's holdings, making the stock its 6th biggest position. RFP Financial Group LLC's holdings in Microsoft were worth $7,351,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. ARK & TLK Investments LLC increased its holdings in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after acquiring an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC increased its holdings in 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 acquiring an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC increased its holdings in Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares in the last quarter. Finally, Fischer Investment Strategies LLC grew its holdings in Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after buying an additional 21 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for continued AI momentum, including a new coding model, a quantum-computing milestone with Quantinuum, and new availability of NuPlay in the Microsoft Marketplace, all of which reinforce the company’s long-term platform strength. Article: Microsoft (MSFT) and Quantinuum (QNT) Hit Quantum Milestone, Moving Closer to Commercial Reality
• Positive Sentiment: Satya Nadella’s comments that Xbox must become “sustainable” were interpreted as a sign Microsoft is willing to push for better margins and discipline in its gaming business. Article: Microsoft Stock (MSFT) Jumps as CEO Satya Nadella Says Xbox Needs to Become ‘Sustainable’
• Positive Sentiment: Some analysts and commentators continue to argue that Microsoft’s valuation reset could make the stock more attractive, especially if AI, cloud, and quantum investments eventually accelerate growth. Article: Microsoft's Giant's Valuation Reset Creates a Real Dilemma
• Neutral Sentiment: Bill Ackman’s portfolio shifts and broader market chatter around AI leaders reflect ongoing institutional debate about Microsoft’s role in the AI trade, but do not directly change the business outlook. Article: Microsoft or Alphabet: Billionaire Bill Ackman Goes All In on One AI Stock, Dumps the Other
• Negative Sentiment: Microsoft is facing a shareholder lawsuit alleging it failed to disclose slowing Azure growth and the need for heavy AI infrastructure spending, which raises concerns about margins, transparency, and near-term cloud execution. Article: Microsoft sued by shareholders over expenses, cloud business, AI
• Negative Sentiment: Multiple law firms have launched securities-fraud investigations and class-action efforts against Microsoft, adding legal overhang and headline risk for investors. Article: Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced
• Negative Sentiment: Reports that Microsoft is weighing shutdowns or spin-out options for parts of Xbox, plus insider-selling headlines, reinforce investor worries that some businesses may need restructuring and tighter cost control. Article: Report: Microsoft weighing up spinning off Xbox

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research analyst reports. Guggenheim reaffirmed a "buy" rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. President Capital increased their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Mizuho cut their price objective on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a report on Tuesday, April 14th. TD Cowen reaffirmed a "buy" rating and set a $540.00 price objective on shares of Microsoft in a report on Thursday, June 4th. Finally, William Blair reaffirmed an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Forty-one investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and a consensus price target of $561.20.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at $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. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last three months. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Up 2.3%

Shares of MSFT opened at $399.76 on Tuesday. The company has a market cap of $2.97 trillion, a PE ratio of 23.80, a P/E/G ratio of 1.41 and a beta of 1.11. The business has a fifty day moving average of $411.60 and a 200 day moving average of $428.09. 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.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. The business had revenue of $82.89 billion during 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 business's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the company earned $3.46 earnings per share. On average, sell-side analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is presently 21.67%.

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).

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