Bauman Advisory Group LLC Buys Shares of 2,357 Microsoft Corporation $MSFT

Posted by ABMN Staff on Jun 20th, 2026

Bauman Advisory Group LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,357 shares of the software giant’s stock, valued at approximately $1,140,000. Microsoft makes up 0.9% of Bauman Advisory Group LLC’s holdings, making the stock its 21st largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft during the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter worth approximately $36,000. Fairway Wealth LLC grew its stake in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Performance

MSFT opened at $379.40 on Friday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $2.82 trillion, a P/E ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. The firm’s 50 day moving average is $412.37 and its 200-day moving average is $425.58.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the previous year, the business earned $3.46 EPS. Analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s payout ratio is presently 21.67%.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Analyst Ratings Changes

A number of research analysts have weighed in on MSFT shares. Sanford C. Bernstein increased their price target on Microsoft from $641.00 to $646.00 and gave the stock an “outperform” rating in a research note on Thursday, April 30th. Robert W. Baird dropped their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a research report on Wednesday, April 15th. UBS Group reiterated a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Finally, Tigress Financial upped their price objective on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Read Our Latest Stock Analysis on MSFT

Microsoft Profile

(Free Report)

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).