Microsoft boosts its quarterly dividend by 8% to $0.98 per share, supported by strong earnings momentum and a massive $678 billion commercial backlog as the company scales its AI and cloud operations.
Microsoft raised its dividend by 8%, reported strong fiscal Q4 revenue and EPS growth, and received multiple analyst price-target hikes, supporting a bullish outlook.
Nokia is collaborating with Microsoft on a telecom data platform, but the financial impact is not quantified.
JPMorgan Chase raised its Microsoft price target, but no direct news about JPM's own stock was reported.
Stifel Financial raised its Microsoft price target while keeping a Hold rating, but no direct news about Stifel's own stock was reported.
Microsoft has increased its quarterly dividend by 8% to $0.98 per share, marking 24 consecutive years of payout growth. The move follows a robust fiscal fourth quarter where the company reported an 18% revenue increase to $90 billion, fueled by significant gains in its Intelligent Cloud unit and expanding AI infrastructure.
The new dividend of $0.98 per share will be paid on December 10, 2026, to shareholders of record as of November 19, 2026.
Microsoft is adopting a multi-model approach, utilizing its own MAI models for internal tasks like Excel and Outlook while maintaining key partnerships with OpenAI and Anthropic to optimize costs and performance.