Microsoft Corporation $MSFT Shares Bought by Brady Martz Wealth Solutions LLC

Brady Martz Wealth Solutions LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 47.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,098 shares of the software giant’s stock after acquiring an additional 3,244 shares during the period. Brady Martz Wealth Solutions LLC’s holdings in Microsoft were worth $3,738,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp boosted its stake in Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after buying an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC grew its holdings in Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares during the period. Morgan Stanley grew its holdings in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after acquiring an additional 980,439 shares during the period. Finally, Norges Bank bought a new stake in Microsoft in the fourth quarter worth about $50,664,631,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on 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 approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 in the last three months. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on MSFT shares. Rothschild & Co Redburn cut their price target on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Wedbush restated an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Oppenheimer restated an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Finally, DA Davidson dropped their price target on Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Stock Performance

Shares of MSFT opened at $373.94 on Wednesday. The company has a 50-day moving average of $412.32 and a two-hundred day moving average of $423.55. The stock has a market cap of $2.78 trillion, a price-to-earnings ratio of 22.26, a PEG ratio of 1.32 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.46 earnings per share. On average, equities research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

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

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock (NASDAQ:MSFT) Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

Microsoft Company Profile

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).