B. Riley Wealth Advisors 13F: Adds $17M to Microsoft (MSFT) Stake

B. Riley Wealth Advisors Expands Microsoft Stake

B. Riley Wealth Advisors increased its holdings in Microsoft Corporation MSFT on NasdaqGS, growing its position by 40.6% during the reporting period. According to its Form 13F filing with the Securities and Exchange Commission, the firm picked up an additional 33,226 shares. That brought its total position to 115,004 shares. The filing reflects holdings as of the reporting date and may not represent the investor's current position.

Inside the B. Riley Wealth Advisors Position Change

The advisory firm previously held 81,778 shares of the software maker. By adding 33,226 shares, the firm brought its total share count to 115,004. Based on the filing values, the expanded stake is worth about $58.99 million. This adjustment represents a 40.6% increase in the fund's investment for the quarter.

Microsoft Stock Valuation and Market Standing

Microsoft Corporation shares trade with a trailing P/E ratio of 30.1 and a forward P/E ratio of 22.7. The tech company carries a market capitalization above $4 trillion and a beta of 1.1, reflecting typical market movement for a large-scale technology firm. Its dividend yield sits at 0.7%, supported by a payout ratio of 19.8%.

Analysts Set New Price Targets

Wall Street firms have kept a favorable outlook on the company, with numerous analysts adjusting their price targets higher in October 2026. On October 16, 2026, StoneX maintained its Buy rating and raised its price target to $600.00 from $525.00. UBS maintained a Buy rating on October 15, 2026, lifting its target to $675.00 from $525.00. On the same day, Citigroup maintained a Buy rating while raising its target to $636.00, Mizuho maintained an Outperform rating with a $600.00 target, Jefferies kept a Buy rating with a $650.00 target, and TD Cowen maintained a Buy rating with a $625.00 target. Barclays also maintained an Overweight rating on October 13, 2026, moving its target to $600.00, while Evercore ISI Group maintained an Outperform rating with a $635.00 target on October 7, 2026. Across 53 analyst opinions, the stock holds a consensus recommendation of strong_buy with a mean price target of $596.22.

Overview of Microsoft Corporation

Headquartered in Redmond, Washington, Microsoft Corporation develops software, hardware, and cloud solutions for individuals and businesses around the world. Its offerings range from enterprise operating systems and cloud infrastructure services to gaming consoles and productivity software. The company employs over 223,000 people and is led by CEO Satya Nadella.

What to Watch Next for Microsoft

Investors are keeping an eye on the company's next financial results, which are slated for release on October 28, 2026. Institutional investors like B. Riley Wealth Advisors report their holdings after each quarter concludes via SEC filings, providing a look at how major wealth managers position their portfolios over time.