Baker Tilly Wealth Management LLC Purchases 1,650 Shares of Microsoft Corporation $MSFT

Key Points

• Baker Tilly Wealth Management increased its Microsoft stake by 8.5%, purchasing 1,650 shares to own 21,120 shares valued at approximately $7.88 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft insiders have been selling shares: CEO Judson Althoff and EVP Takeshi Numoto sold a combined 14,810 shares, while insiders have sold 101,335 shares worth about $50.7 million over the past 90 days.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year and EPS of $4.74 beating estimates. Analysts maintain a “Moderate Buy” consensus, with an average price target of $564.27, while investors weigh AI-driven growth against data-center spending and execution risks.

Baker Tilly Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,120 shares of the software giant's stock after buying an additional 1,650 shares during the quarter. Microsoft makes up approximately 1.7% of Baker Tilly Wealth Management LLC's investment portfolio, making the stock its 12th largest position. Baker Tilly Wealth Management LLC's holdings in Microsoft were worth $7,878,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Sierra Legacy Group increased its holdings in Microsoft by 1.8% in the second quarter. Sierra Legacy Group now owns 16,109 shares of the software giant's stock valued at $6,009,000 after purchasing an additional 291 shares during the period. Advantage Trust Co lifted its holdings in Microsoft by 64.0% during the 2nd quarter. Advantage Trust Co now owns 2,178 shares of the software giant's stock worth $812,000 after buying an additional 850 shares during the period. Builder Investment Group Inc. ADV lifted its holdings in Microsoft by 0.8% during the 2nd quarter. Builder Investment Group Inc. ADV now owns 33,095 shares of the software giant's stock worth $12,345,000 after buying an additional 271 shares during the period. Formidable Asset Management LLC grew its position in shares of Microsoft by 1.7% in the 2nd quarter. Formidable Asset Management LLC now owns 47,497 shares of the software giant's stock valued at $17,590,000 after buying an additional 781 shares during the last quarter. Finally, Vaquero Private Wealth Ltd. bought a new stake in shares of Microsoft in the 2nd quarter valued at about $5,262,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 101,335 shares of company stock worth $50,655,795. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $495.63 on Friday. The firm has a market capitalization of $3.68 trillion, a P/E ratio of 27.60, a P/E/G ratio of 1.59 and a beta of 1.11. The firm's 50-day moving average price is $455.85 and its 200-day moving average price is $419.16. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 earnings per share. The company's quarterly revenue was up 17.7% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on MSFT shares. KeyCorp restated an "overweight" rating on shares of Microsoft in a research report on Thursday, September 3rd. Weiss Ratings upgraded Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Evercore set a $528.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Barclays dropped their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Microsoft 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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