RMR Wealth Builders 13F: Adds $1.4M to Microsoft (MSFT) Stake
Key Points
- RMR Wealth Builders lifted its Microsoft Corporation stake by 4.9%, adding 2,801 shares to end the period with 60,271 shares worth about $30.9 million.
- Microsoft Corporation trades recently around $521.58, sitting 2.8% above its 50-day moving average and 19.6% above its 200-day moving average.
- Wall Street maintains a strong buy consensus on Microsoft Corporation, backed by a mean price target of $601.73 across 53 analyst opinions.
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RMR Wealth Builders boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) during the quarter, adding 2,801 shares to bring its total investment to 60,271 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the firm's stake increased by 4.9%. The reported value of the holding reached $30,912,830 at the time of the filing, reflecting steady institutional interest in the Redmond-based technology giant as shares closed at $521.08 on the filing date.
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Microsoft Corporation
Other Institutional Activity in Microsoft Corporation
Other institutional investors also adjusted their positions in Microsoft Corporation around the same filing period. Campbell Newman Asset Management grew its holdings by 9,734 shares, ending with 143,438 shares worth about $73,569,350 after a 7.3% increase. Meanwhile, Perigon Wealth Management cut its Microsoft Corporation stake by 18,754 shares to end with 169,411 shares valued at about $86,890,921, marking a 10.0% decrease in its holdings.
Microsoft Corporation Stock Down 1.9%
Microsoft Corporation shares recently traded around $521.58 as of October 23, 2026, which is about equal to the event close of $521.08. The stock trades 2.8% above its 50-day moving average of $507.30 and 19.6% above its 200-day moving average of $436.10. The share price sits 5.8% below its 52-week high of $553.72 and 49.4% above its 52-week low of $349.20.
Recent Earnings
Microsoft Corporation posted trailing twelve month revenue of $331.84 billion alongside diluted earnings of $17.95 per share. The software giant generated a net profit margin of 40.3% and achieved a return on equity of 34.0%. Revenue grew 17.7% compared to the same period a year earlier. The company scheduled its next earnings release for October 28, 2026.
Dividend
Microsoft Corporation pays an annual dividend rate of $3.92 per share, which translates to a dividend yield of 0.74%. The company distributes 19.8% of its earnings as dividends to shareholders, according to its latest fundamentals data.
Insider Buying and Selling at Microsoft Corporation
Company insiders completed multiple transactions ahead of the filing period. Officer Judson Althoff sold 10,000 shares on August 5, 2026, for a total value of $4,878,930. Chief Executive Officer Satya Nadella sold 86,525 shares on September 1, 2026, totaling $43,388,532. Chief Financial Officer Amy E. Hood sold 41,674 shares on September 14, 2026, worth $20,764,845, and later sold another 7,305 shares on October 13, 2026, valued at $3,984,303.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on Microsoft Corporation throughout October 2026. On October 15, UBS maintained its buy rating while raising its price target to $675.00 from $525.00. StoneX maintained a buy rating on October 16, lifting its target to $600.00 from $525.00. Bernstein maintained an outperform rating on October 19, nudging its target to $662.00 from $660.00. BMO Capital maintained an outperform rating on October 20, raising its target to $600.00 from $515.00. Guggenheim reiterated a buy rating with a $586.00 price target on October 21. Across 53 analyst opinions, the stock holds a consensus recommendation key of strong buy and a mean price target of $601.73.
About Microsoft Corporation
Microsoft Corporation develops and supports a broad portfolio of technology solutions for individuals and businesses worldwide. The company builds operating systems, server applications, software development tools, productivity software, and video games. It also designs and manufactures hardware devices including personal computers, tablets, and gaming consoles, alongside cloud and enterprise services that form a core part of its business model.
Bottom Line
Institutional holdings and insider transactions provide a window into how major market participants view Microsoft Corporation. Investors will look closely at the upcoming earnings report on October 28, 2026, for further updates on revenue growth and profit margins.
Related Filing Alerts
Source: RMR Wealth Builders's 13F filing on $MSFT (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts