Leonard Rickey Investment Advisors P.L.L.C. Purchases 1,591 Shares of Microsoft Corporation $MSFT

Leonard Rickey Investment Advisors P.L.L.C. raised its position in Microsoft Corporation (NASDAQ:MSFT) by 12.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,623 shares of the software giant’s stock after purchasing an additional 1,591 shares during the period. Microsoft makes up about 1.4% of Leonard Rickey Investment Advisors P.L.L.C.’s investment portfolio, making the stock its 16th biggest holding. Leonard Rickey Investment Advisors P.L.L.C.’s holdings in Microsoft were worth $7,574,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Norges Bank acquired a new position in Microsoft in the second quarter valued at about $50,493,678,000. Kingstone Capital Partners Texas LLC lifted its holdings in shares of Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Nuveen LLC acquired a new position in shares of Microsoft in the 1st quarter valued at approximately $18,733,827,000. Laurel Wealth Advisors LLC increased its stake in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Finally, Vanguard Group Inc. raised its holdings 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 buying an additional 13,691,572 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

MSFT opened at $487.54 on Wednesday. The business’s 50-day simple moving average is $495.96 and its 200 day simple moving average is $504.01. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. The firm has a market capitalization of $3.62 trillion, a PE ratio of 34.68, a PEG ratio of 1.82 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The business’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.30 EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 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, March 12th. Shareholders of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MSFT shares. Wedbush reiterated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a report on Monday, December 22nd. Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. DA Davidson reiterated a “buy” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, December 4th. Stifel Nicolaus set a $640.00 price target on Microsoft in a report on Thursday, October 30th. Finally, Wells Fargo & Company increased their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $631.03.

Insider Activity

In other news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 in the last quarter. Company insiders own 0.03% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: CEO-led shakeup to accelerate AI execution — reports say Satya Nadella reorganized senior leadership to inject urgency into Microsoft’s AI push, a move investors view as supportive for faster Copilot/Azure monetization. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts
• Positive Sentiment: Wall Street bullish on 2026 AI upside — several analyst notes and forecasts point to a large AI-driven revenue lift (one headline cites a ~30% upside scenario), supporting investor optimism about multiple expansion if AI monetization becomes visible. Microsoft Stock Forecast: Why Wall Street Sees a 30% AI-Fueled Jump for MSFT in 2026
• Positive Sentiment: Copilot / Dynamics 365 & Azure adoption remain tangible growth levers — Dynamics 365 and Copilot adoption are cited as drivers of enterprise seat upgrades and cloud consumption, underpinning recurring revenue and higher ARPU potential. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Xbox Cloud Gaming exits beta — cloud gaming availability for Game Pass subscribers can broaden engagement and recurring revenue in Microsoft’s gaming segment (service-led monetization vs. one-time hardware cycles). Microsoft Corporation (MSFT) Announces Availability of Xbox Cloud Gaming
• Neutral Sentiment: Policy and hiring tailwinds — new federal bill (AI Talent Act) aims to streamline AI hiring across agencies; long term this could ease talent constraints for cloud/AI vendors but has limited near-term revenue impact. New Bill: Representative Sara Jacobs introduces H.R. 6573: AI Talent Act
• Neutral Sentiment: ESG recognition may broaden buyer base — Microsoft shows up on 2026 ESG stock lists, which can attract allocation from sustainability-focused funds but is not a primary earnings driver. 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
• Negative Sentiment: High AI capex and spending scrutiny — analysts are questioning whether massive AI investments across the Magnificent Seven will pressure free cash flow and near-term margins; this keeps upside tied to visible monetization of AI features. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Hardware supply issues risk gaming timing — “RAMpocalypse” reports indicate potential delays for next-gen consoles, which could push Xbox hardware revenue further out (though Microsoft’s services exposure cushions the impact). What the RAMpocalypse Means for Sony’s PlayStation 6 & Microsoft’s (MSFT) Next Xbox

Microsoft Company 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).