Regal Investment Advisors LLC Purchases 1,317 Shares of Microsoft Corporation $MSFT

Key Points

• Regal Investment Advisors LLC increased its stake in Microsoft by 2.6%, buying 1,317 shares to hold 52,890 shares valued at $27,394,000, roughly 1.8% of its portfolio and its sixth-largest holding.
• Insider activity: EVP Kathleen T. Hogan sold 12,321 shares at an average of $409.52 (≈$5.05M), while Director John W. Stanton purchased 5,000 shares at $397.35.
• Analysts give Microsoft a Moderate Buy consensus with an average price target of $591.95, as multiple firms maintain buy/outperform ratings.

Regal Investment Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 52,890 shares of the software giant's stock after purchasing an additional 1,317 shares during the period. Microsoft makes up approximately 1.8% of Regal Investment Advisors LLC's investment portfolio, making the stock its 6th largest holding. Regal Investment Advisors LLC's holdings in Microsoft were worth $27,394,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. State Street Corp raised its holdings in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after purchasing an additional 3,532,054 shares in the last quarter. Norges Bank bought a new stake in shares of Microsoft in the second quarter worth $50,493,678,000. Finally, Northern Trust Corp boosted its holdings in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently weighed in on MSFT. HSBC decreased their target price on shares of Microsoft from $667.00 to $588.00 and set a "buy" rating for the company in a research report on Thursday, January 29th. UBS Group restated an "outperform" rating on shares of Microsoft in a research note on Thursday, January 29th. Cantor Fitzgerald restated an "overweight" rating and issued a $590.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Mizuho lowered their target price on Microsoft from $640.00 to $620.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 21st. Finally, TD Cowen reiterated a "buy" rating on shares of Microsoft in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $591.95.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross‑sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next‑gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data‑center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near‑term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long‑time head of experiences and devices (Office/Copilot products), announced retirement — creates short‑term execution/transition uncertainty. Microsoft's Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Microsoft Stock Performance

Shares of MSFT opened at $395.55 on Friday. The firm has a 50-day moving average of $427.46 and a 200-day moving average of $476.21. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market cap of $2.94 trillion, a PE ratio of 24.74, a price-to-earnings-growth ratio of 1.57 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the previous year, the business earned $3.23 EPS. Microsoft's revenue for the quarter was up 16.7% compared to the same quarter last year. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given 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 of this dividend is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

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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