Bingham Private Wealth LLC Purchases New Holdings in Microsoft Corporation $MSFT

Key Points

• Bingham Private Wealth LLC purchased a new stake of 17,012 shares in Microsoft valued at about $8.23 million, making MSFT 6.8% of its portfolio and its largest holding.
• Microsoft reported a quarterly EPS of $4.27 and revenue of $82.89 billion (up 18.3% year‑over‑year), and analysts maintain a “Moderate Buy” consensus with a ~$556 target price.
• Despite positive results, investors are cautious due to concerns about sharply higher AI-related capital spending and post‑earnings weakness that has pressured the stock.

Bingham Private Wealth LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 17,012 shares of the software giant's stock, valued at approximately $8,227,000. Microsoft comprises 6.8% of Bingham Private Wealth LLC's investment portfolio, making the stock its largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MSFT. Vanguard Group Inc. raised its stake in Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after buying an additional 7,314,509 shares in the last quarter. State Street Corp raised its stake in Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after buying an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC raised its stake in Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after buying an additional 3,532,054 shares in the last quarter. Norges Bank acquired a new stake in Microsoft during the second quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp raised its stake in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $413.62 on Tuesday. The stock has a fifty day moving average price of $395.28 and a two-hundred day moving average price of $447.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $3.07 trillion, a P/E ratio of 24.62, a PEG ratio of 1.55 and a beta of 1.10. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued 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 firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the company posted $3.46 EPS. Research analysts forecast that Microsoft Corporation will post 16.68 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT's enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
• Positive Sentiment: A small OpenClaw team is building "Project Lobster," an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft's OpenClaw team takes on the personal assistant challenge
• Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT's AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
• Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
• Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
• Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
• Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

Insiders Place Their Bets

In other news, Director John W. Stanton purchased 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company's stock.

Analyst Ratings Changes

Several brokerages have issued reports on MSFT. Benchmark restated a "buy" rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Piper Sandler upped their price objective on Microsoft from $500.00 to $540.00 and gave the company an "overweight" rating in a research note on Thursday, April 30th. New Street Research cut their price objective on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Scotiabank cut their price objective on Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a research note on Thursday. Finally, Wedbush restated an "outperform" rating and set a $575.00 price objective on shares of Microsoft in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $556.00.

About Microsoft

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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