22,969 Shares of Microsoft Corporation $MSFT Bought by Blodgett Wealth Advisors LLC

Key Points

• Blodgett Wealth Advisors purchased 22,969 Microsoft shares worth approximately $8.6 million, making Microsoft about 5.7% of its portfolio and its sixth-largest holding. Institutional investors collectively own 71.13% of the stock.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, beating analyst expectations. Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $592.15.
• The company’s main growth catalysts remain Azure and enterprise AI demand, while investors are watching risks including heavy AI infrastructure spending, data-center power constraints, regulatory pressure and broader weakness in AI-related stocks.

Blodgett Wealth Advisors LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 22,969 shares of the software giant's stock, valued at approximately $8,568,000. Microsoft makes up approximately 5.7% of Blodgett Wealth Advisors LLC's holdings, making the stock its 6th largest holding.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Strategic Wealth Advisors LLC increased its stake in Microsoft by 1.7% in the 2nd quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant's stock valued at $549,000 after purchasing an additional 24 shares in the last quarter. Friedenthal Financial raised its holdings in Microsoft by 6.2% during the first quarter. Friedenthal Financial now owns 431 shares of the software giant's stock worth $160,000 after purchasing an additional 25 shares during the last quarter. Sequent Planning LLC boosted its position in Microsoft by 0.7% during the first quarter. Sequent Planning LLC now owns 3,733 shares of the software giant's stock worth $1,382,000 after purchasing an additional 25 shares in the last quarter. Lee Johnson Capital Management LLC boosted its position in Microsoft by 3.8% during the second quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant's stock worth $256,000 after purchasing an additional 25 shares in the last quarter. Finally, Riverpoint Wealth Management Holdings LLC boosted its position in Microsoft by 0.5% during the first quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant's stock worth $2,052,000 after purchasing an additional 26 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism and earnings expectations: BMO Capital raised its Microsoft price target to $600 while maintaining an Outperform rating, citing potential upside for Azure. Bernstein also reiterated Outperform and lifted its target to $662. Analysts expect Microsoft’s Oct. 28 results to benefit from Azure demand and expanding enterprise AI adoption. Boeing and Microsoft AI platform article
• Positive Sentiment: AI and cloud growth remain the core bull case: Commentary points to robust Azure infrastructure demand, commercial customer commitments and Microsoft’s ability to monetize AI across enterprise markets. Its new Maia AI chips could eventually reduce reliance on outside processors and lower inference costs, although execution remains important. Microsoft Q1 outlook
• Positive Sentiment: Xbox and industry partnerships: Microsoft plans next-generation Xbox consoles and handheld devices for the 2027–2028 holiday seasons. Separately, its partnership with AMD is intended to improve Xbox performance, while Boeing’s new Dataliner aircraft-data platform uses Microsoft Azure AI Foundry and could support enterprise cloud adoption. Next-generation Xbox article
• Neutral Sentiment: Tokenized-stock objection: Microsoft joined Alphabet and Goldman Sachs in objecting to having its shares listed on a proposed OKX-ICE tokenized-stock platform. The move may limit potential trading exposure but does not directly affect operating results. Tokenized stocks article
• Negative Sentiment: U.K. AI data-center withdrawal: Microsoft withdrew as anchor tenant from Nscale’s planned Loughton, Essex, facility because grid-connection delays threatened the power supply. The decision highlights electricity and permitting constraints that could slow Azure capacity expansion and increase infrastructure costs. Microsoft U.K. data-center withdrawal
• Negative Sentiment: Regulatory and execution pressure: Britain’s competition watchdog is considering strategic-market-status rules for Microsoft’s business software, potentially increasing compliance requirements. Investors are also watching whether very large AI capital expenditures generate sufficient revenue and cash flow to justify the spending. U.K. regulation article
• Negative Sentiment: Broader AI-stock weakness: A selloff across AI-related equities and concerns about financing, power availability and uncertain returns are weighing on large technology stocks, including Microsoft. The company’s elevated valuation leaves less room for disappointment if Azure growth or earnings guidance falls short.

Microsoft Stock Performance

Microsoft stock opened at $531.87 on Wednesday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a fifty day moving average of $506.64 and a two-hundred day moving average of $443.46. The company has a market capitalization of $3.95 trillion, a price-to-earnings ratio of 29.61, a PEG ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period in the previous year, the firm posted $3.65 earnings per share. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, analysts anticipate that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is 20.27%.

Analysts Set New Price Targets

Several analysts have weighed in on MSFT shares. Weiss Ratings raised Microsoft from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, October 8th. Morgan Stanley downgraded Microsoft from an "overweight" rating to a "negative" rating in a research note on Monday, October 5th. Wells Fargo & Company lifted their price target on Microsoft from $700.00 to $725.00 and gave the stock an "overweight" rating in a research note on Thursday, October 1st. Argus decreased their price objective on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research report on Friday, July 10th. Finally, Jefferies Financial Group increased their price objective on shares of Microsoft from $575.00 to $650.00 and gave the company a "buy" rating in a research note on Wednesday, October 14th. Forty-three analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $592.15.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Hood sold 7,305 shares of the business's stock in a transaction dated Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the completion of the transaction, the executive vice president directly owned 555,396 shares of the company's stock, valued at $302,924,086.32. The trade was a 1.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is owned by company insiders.

Microsoft Company Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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