4,614 Microsoft Corporation $MSFT Shares Purchased by Bartlett & CO. Wealth Management LLC

Key Points

• Bartlett & CO. Wealth Management increased its Microsoft stake by 0.5%, purchasing 4,614 shares to hold 989,415 shares valued at approximately $369.1 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, beating analyst estimates, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, an 8% increase.
• Wall Street remains broadly bullish, with 43 analysts rating the stock a Buy and a consensus price target of $569.29. Microsoft’s AI and Azure growth support the outlook, though elevated infrastructure spending, capacity constraints and recent insider selling remain risks.

Bartlett & CO. Wealth Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.5% in the second quarter, according to its most recent filing with the SEC. The firm owned 989,415 shares of the software giant's stock after acquiring an additional 4,614 shares during the quarter. Microsoft comprises approximately 4.6% of Bartlett & CO. Wealth Management LLC's holdings, making the stock its 3rd largest position. Bartlett & CO. Wealth Management LLC's holdings in Microsoft were worth $369,072,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Auto Owners Insurance Co lifted its position in shares of Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Amundi increased its position in shares of Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after acquiring an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after acquiring an additional 2,784,809 shares during the period. Fisher Asset Management LLC lifted its holdings in shares of Microsoft by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after purchasing an additional 458,014 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after acquiring an additional 9,493,778 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of MSFT opened at $516.17 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company's fifty day moving average price is $477.93 and its 200 day moving average price is $426.17. The company has a market capitalization of $3.83 trillion, a PE ratio of 28.74, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.65 EPS. As a group, analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a $0.98 dividend. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot “super app” that combines access to Office applications with coding tools, autonomous AI agents and an Autopilot feature. The initiative is aimed primarily at business users and could improve enterprise adoption, usage and monetization of Microsoft’s AI offerings. Reuters article
• Positive Sentiment: Oppenheimer raised its Microsoft price target to $570, citing the company’s shift toward enterprise AI agents and a billing model tied more closely to customer usage. Other recent analyst targets have also moved higher, reinforcing expectations for sustained Azure and AI growth. Oppenheimer target article
• Positive Sentiment: Investors appear more confident that Microsoft can benefit from AI without depending on a single large-model provider. Its Azure cloud platform, Microsoft 365 ecosystem and enterprise distribution provide multiple avenues for converting AI investment into recurring revenue. MarketWatch article
• Positive Sentiment: Unusually heavy bullish options activity, including a large call spread, suggests traders are positioning for additional upside. Technical analysts identified a potential move toward approximately $555, although this is market positioning rather than a fundamental forecast. Barchart options article
• Neutral Sentiment: Broader market gains, led by AI stocks, provided an additional tailwind. However, elevated oil prices, Treasury yields and uncertainty over potential Federal Reserve policy changes remain important macroeconomic risks.
• Negative Sentiment: Microsoft is moving away from a consumer-focused personal-assistant strategy and concentrating Copilot on workplace use. The usage-based approach could unlock greater revenue, but it may also make sales less predictable than traditional subscriptions if customer adoption is slower than expected. Financial Post article
• Negative Sentiment: Investors continue to monitor Microsoft’s substantial AI infrastructure spending, data-center capacity constraints and a reported 277-job reduction in Washington. These factors could pressure near-term margins even as Azure demand remains strong.

Insiders Place Their Bets

In related news, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the transaction, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This represents a 7.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 143,009 shares of company stock valued at $71,420,699 over the last ninety days. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of several research analyst reports. TD Cowen reaffirmed a "buy" rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Citigroup restated a "market outperform" rating on shares of Microsoft in a report on Monday. UBS Group assumed coverage on shares of Microsoft in a research report on Wednesday. They set a "buy" rating on the stock. Bank of America upped their price objective on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research note on Tuesday, September 1st. Finally, Benchmark reiterated a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Forty-three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $569.29.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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