BXM Wealth LLC Has $1.73 Million Stake in Microsoft Corporation $MSFT

BXM Wealth LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 9.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,469 shares of the software giant’s stock after selling 352 shares during the period. Microsoft comprises approximately 2.0% of BXM Wealth LLC’s investment portfolio, making the stock its 11th largest position. BXM Wealth LLC’s holdings in Microsoft were worth $1,726,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Newton One Investments LLC grew its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the last quarter. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC boosted its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft during the fourth quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC increased its stake in shares of Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after buying an additional 95 shares during the period. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on MSFT. Piper Sandler reissued an “overweight” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Royal Bank Of Canada set a $640.00 price target on shares of Microsoft in a report on Wednesday, October 29th. Morgan Stanley boosted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Mizuho set a $640.00 target price on Microsoft in a research report on Tuesday, October 28th. Finally, Guggenheim upgraded Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price target on the stock in a research report on Monday, October 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $633.59.

Microsoft Stock Performance

Shares of MSFT opened at $510.18 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm’s fifty day simple moving average is $514.26 and its two-hundred day simple moving average is $495.92. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market capitalization of $3.79 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the business earned $3.30 EPS. The firm’s revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Insider Activity at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

About Microsoft

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.