22,931 Shares of Microsoft Corporation $MSFT Bought by RIHO Partners LLC

Posted by Brian Himes on Oct 23rd, 2026

RIHO Partners LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 22,931 shares of the software giant’s stock, valued at approximately $8,554,000. Microsoft comprises about 4.8% of RIHO Partners LLC’s holdings, making the stock its 9th biggest holding.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Bank of America Corp DE acquired a new position in shares of Microsoft during the 2nd quarter worth approximately $27,338,370,000. Legal & General Group Plc purchased a new stake in Microsoft in the 2nd quarter valued at approximately $18,306,443,000. Jupiter Topco LLC acquired a new stake in Microsoft during the 2nd quarter valued at $6,928,664,000. Canada Pension Plan Investment Board acquired a new stake in Microsoft during the 2nd quarter valued at $5,653,812,000. Finally, The Manufacturers Life Insurance Company acquired a new stake in Microsoft during the 2nd quarter valued at $4,000,706,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $521.08 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company’s 50 day simple moving average is $507.93 and its 200 day simple moving average is $445.62. The company has a market capitalization of $3.87 trillion, a price-to-earnings ratio of 29.01, a PEG ratio of 1.71 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the previous year, the company earned $3.65 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio is currently 20.27%.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent research reports. Phillip Securities downgraded Microsoft from a “moderate buy” rating to a “hold” rating in a research report on Monday, October 12th. Melius Research set a $665.00 price objective on Microsoft and gave the company a “buy” rating in a research report on Monday, October 5th. Raymond James Financial downgraded Microsoft from a “moderate buy” rating to a “strong sell” rating in a research report on Wednesday, September 23rd. Tigress Financial increased their price objective on Microsoft from $680.00 to $690.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday. Forty-three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $592.15.

Check Out Our Latest Report on MSFT

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study
Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog
Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy
Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership
Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview
Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk
Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing
Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were 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 of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is owned by company insiders.

About Microsoft

(Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.