BIP Wealth LLC Raises Holdings in Microsoft Corporation $MSFT

BIP Wealth LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 36.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 20,387 shares of the software giant’s stock after purchasing an additional 5,411 shares during the period. BIP Wealth LLC’s holdings in Microsoft were worth $10,559,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. AlphaQuest LLC boosted its holdings in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after acquiring an additional 19 shares in the last quarter. BLVD Private Wealth LLC increased its stake in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after acquiring an additional 19 shares in the last quarter. Red Mountain Financial LLC increased its stake in shares of Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares in the last quarter. Onyx Financial Advisors LLC raised its stake in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after buying an additional 20 shares during the last quarter. Finally, Foundation Wealth Management LLC PA boosted its stake in Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on MSFT shares. Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. KeyCorp lowered their price target on Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. HSBC dropped their price objective on Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Arete Research boosted their target price on shares of Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. Finally, TD Cowen reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major private-market validation for the AI ecosystem could benefit Microsoft as a cloud and AI infrastructure provider — Anthropic’s new $380B valuation (which includes investments tied to Microsoft) signals strong enterprise demand for AI models and likely more backend cloud consumption. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Citi reaffirmed a Buy on MSFT with a $635 price target — a bullish institutional view that supports the long‑term AI/cloud thesis despite recent sentiment-driven weakness. Microsoft: Buy Rating Reaffirmed on Undervalued AI and Cloud Growth Drivers Despite Sentiment-Driven Sell-Off
• Positive Sentiment: Microsoft is leading industry efforts on “digital trust” with other large tech firms (Trusted Tech Alliance), a reputational win that may ease enterprise sales cycles for security‑sensitive customers. Microsoft, Ericsson lead global tech alliance for digital trust
• Positive Sentiment: R&D/infra innovation: reports that Microsoft is exploring superconducting power lines for AI data centers point to potential long‑term efficiency gains and differentiation for its hyperscale buildout. Microsoft Explores Superconducting Power to Boost AI Data Centers
• Neutral Sentiment: Microsoft AI chief’s bold timeline for rapid white‑collar automation (12–18 months) fuels debate — it underscores market opportunity but also raises labor/regulatory concerns that could shape adoption rates. Microsoft AI chief gives it 18 months — for all white-collar work to be automated by AI
• Neutral Sentiment: Market technicians and contrarian pieces argue MSFT looks oversold/potentially bottoming after the post‑earnings drop — these narratives can attract buyers, but timing is uncertain. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Negative Sentiment: Regulatory risk increased today: the U.S. Federal Trade Commission has issued investigative demands and questioned Microsoft’s rivals about its AI/cloud licensing and business practices — this escalation is a clear near‑term negative catalyst. US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports
• Negative Sentiment: Investor rotation and positioning: several funds disclosed cuts to MSFT stakes this week, and commentary highlights investor concern over heavy CapEx for AI infrastructure and concentration risk tied to OpenAI—factors that have pressured the stock. PRIMECAP Management Co cuts Microsoft stake by 1.1M
• Negative Sentiment: Critics argue Microsoft has underperformed some AI peers and that capex intensity may strain free cash flow, reinforcing sentiment‑driven selling pressure. Microsoft Is Spending, Investors Are Losing

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $401.32 on Monday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $2.98 trillion, a price-to-earnings ratio of 25.10, a price-to-earnings-growth ratio of 1.57 and a beta of 1.08. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock’s 50-day moving average price is $460.74 and its 200-day moving average price is $492.39.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business’s quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm posted $3.23 EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is currently 22.76%.

About Microsoft

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).