Recent Investment Analysts’ Ratings Changes for Microsoft (MSFT)

A number of firms have modified their ratings and price targets on shares of Microsoft (NASDAQ: MSFT) recently:

• 3/25/2026 – Microsoft had its price target lowered by UBS Group AG from $600.00 to $510.00. They now have a “buy” rating on the stock.
• 3/24/2026 – Microsoft was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 3/24/2026 – Microsoft is now covered by Bank of America Corporation. They set a “buy” rating and a $500.00 price target on the stock.
• 3/9/2026 – Microsoft had its “outperform” rating reaffirmed by William Blair.
• 3/9/2026 – Microsoft had its “overweight” rating reaffirmed by Barclays PLC.
• 3/5/2026 – Microsoft had its “buy” rating reaffirmed by Jefferies Financial Group Inc..
• 3/2/2026 – Microsoft had its “outperform” rating reaffirmed by Royal Bank Of Canada.
• 2/12/2026 – Microsoft had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc..
• 2/9/2026 – Microsoft was given a new $430.00 price target by Melius Research.
• 2/9/2026 – Microsoft was downgraded by Melius Research from “buy” to “hold”.
• 2/6/2026 – Microsoft had its “buy” rating reaffirmed by Barclays PLC.
• 2/5/2026 – Microsoft had its “hold” rating reaffirmed by Stifel Nicolaus. They now have a $392.00 price target on the stock, down from $540.00.
• 2/4/2026 – Microsoft had its price target lowered by Daiwa Securities Group Inc. from $630.00 to $600.00. They now have a “buy” rating on the stock.
• 2/1/2026 – Microsoft was upgraded by Phillip Securities from “moderate buy” to “strong-buy”.
• 1/29/2026 – Microsoft had its “buy” rating reaffirmed by TD Cowen.
• 1/29/2026 – Microsoft had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $640.00 price target on the stock.
• 1/29/2026 – Microsoft was given a new $540.00 price target by Stifel Nicolaus.
• 1/29/2026 – Microsoft was given a new $550.00 price target by Royal Bank Of Canada.
• 1/29/2026 – Microsoft had its price target lowered by Scotiabank from $650.00 to $600.00. They now have a “sector outperform” rating on the stock.
• 1/29/2026 – Microsoft had its “outperform” rating reaffirmed by UBS Group AG.
• 1/29/2026 – Microsoft had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc..
• 1/29/2026 – Microsoft had its “overweight” rating reaffirmed by Piper Sandler. They now have a $600.00 price target on the stock, down from $650.00.
• 1/29/2026 – Microsoft had its “outperform” rating reaffirmed by Sanford C. Bernstein. They now have a $641.00 price target on the stock, down from $645.00.
• 1/29/2026 – Microsoft had its price target lowered by KeyCorp from $630.00 to $600.00. They now have an “overweight” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by Wells Fargo & Company from $630.00 to $615.00. They now have an “overweight” rating on the stock.
• 1/29/2026 – Microsoft had its “overweight” rating reaffirmed by Morgan Stanley.
• 1/29/2026 – Microsoft had its price target lowered by The Goldman Sachs Group, Inc. from $655.00 to $600.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Microsoft was given a new $540.00 price target by Robert W. Baird. They now have an “outperform” rating on the stock.
• 1/29/2026 – Microsoft had its “overweight” rating reaffirmed by Barclays PLC. They now have a $600.00 price target on the stock, down from $610.00.
• 1/29/2026 – Microsoft had its price target lowered by Wolfe Research from $625.00 to $530.00. They now have an “outperform” rating on the stock.
• 1/29/2026 – Microsoft had its price target raised by New Street Research from $670.00 to $675.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by HSBC Holdings plc from $667.00 to $588.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Microsoft had its “buy” rating reaffirmed by DZ Bank AG.
• 1/29/2026 – Microsoft had its “buy” rating reaffirmed by DA Davidson. They now have a $650.00 price target on the stock.
• 1/29/2026 – Microsoft had its price target lowered by Citigroup Inc. from $660.00 to $635.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by Deutsche Bank Aktiengesellschaft from $630.00 to $575.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by JPMorgan Chase & Co. from $575.00 to $550.00. They now have an “overweight” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by Wedbush from $625.00 to $575.00. They now have an “outperform” rating on the stock.
• 1/29/2026 – Microsoft had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $600.00 price target on the stock, down from $655.00.
• 1/29/2026 – Microsoft had its “overweight” rating reaffirmed by Cantor Fitzgerald. They now have a $590.00 price target on the stock.
• 1/29/2026 – Microsoft had its price target lowered by Evercore Inc from $640.00 to $580.00. They now have an “outperform” rating on the stock.
• 1/29/2026 – Microsoft had its price target lowered by BMO Capital Markets from $625.00 to $575.00. They now have an “outperform” rating on the stock.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio is presently 22.76%.

Insider Transactions at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated 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 sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

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).