Bauman Advisory Group LLC Makes New $1.14 Million Investment in Microsoft Corporation $MSFT

Key Points

• Bauman Advisory Group opened a new position in Microsoft during the fourth quarter, buying 2,357 shares worth about $1.14 million. Microsoft now makes up 0.9% of the firm’s portfolio and is its 21st-largest holding.
• Microsoft’s latest earnings beat expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion, up 18.3% year over year. Analysts still see the company posting 16.76 EPS for the current year.
• The stock continues to draw strong institutional and analyst interest, with 71.13% of shares held by hedge funds and other institutions and an average analyst rating of Moderate Buy. Microsoft also announced a quarterly dividend of $0.91 per share, yielding about 1.0% annually.

Bauman Advisory Group LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund bought 2,357 shares of the software giant's stock, valued at approximately $1,140,000. Microsoft accounts for 0.9% of Bauman Advisory Group LLC's investment portfolio, making the stock its 21st largest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Rochester Wealth Strategies LLC increased its position in Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after buying an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC raised its holdings in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after acquiring an additional 20 shares during the period. Fischer Investment Strategies LLC lifted its position in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after acquiring an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC boosted its stake in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after acquiring an additional 21 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ:MSFT opened at $379.40 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a 50 day moving average price of $412.37 and a 200-day moving average price of $425.58. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a market cap of $2.82 trillion, a price-to-earnings ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the company posted $3.46 EPS. The business's quarterly revenue was up 18.3% on a year-over-year basis. Equities research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSFT. Royal Bank Of Canada reaffirmed a "buy" rating on shares of Microsoft in a report on Friday, May 22nd. Scotiabank cut their target price on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a research note on Thursday, April 30th. Evercore reduced their price target on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Stifel Nicolaus boosted their price target on shares of Microsoft from $392.00 to $415.00 and gave the stock a "hold" rating in a research note on Thursday, April 30th. Finally, Barclays reissued an "overweight" rating on shares of Microsoft in a report on Wednesday, June 3rd. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $561.20.

Insider Buying and Selling

In other news, EVP Amy Coleman sold 1,262 shares of the firm'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 completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company's stock.

Microsoft News Summary

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

Microsoft 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).

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