BIP Wealth LLC Has $10.89 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• BIP Wealth LLC reduced its Microsoft stake by 14.9% in the first quarter, selling 5,153 shares and leaving it with 29,424 shares worth about $10.89 million.
• Microsoft continues to draw strong institutional support, with hedge funds and other institutions owning 71.13% of the stock, while some company insiders have recently sold shares.
• The company is leaning into AI and cloud growth, including partnerships and customer initiatives around Azure and enterprise AI, while also reporting strong quarterly results and a new quarterly dividend of $0.91 per share.

BIP Wealth LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 29,424 shares of the software giant's stock after selling 5,153 shares during the quarter. BIP Wealth LLC's holdings in Microsoft were worth $10,892,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp boosted its holdings in shares of Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after buying an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after buying an additional 1,911,142 shares during the period. Morgan Stanley increased its stake in shares of Microsoft by 0.8% in the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after acquiring an additional 980,439 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Microsoft during the 4th quarter valued at $50,664,631,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, 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 transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is pushing sales teams to sell its AI offerings as a more secure and lower-cost alternative to OpenAI and Anthropic, highlighting its ability to monetize enterprise demand and defend its AI ecosystem. Microsoft Coaches Sales Staff to Challenge OpenAI and Anthropic on Costs and Security
• Positive Sentiment: 3M announced a strategic partnership with Microsoft tied to Azure data centers and enterprise transformation, which adds another validation point for Microsoft’s cloud and AI infrastructure strategy. 3M and Microsoft announce strategic partnership to advance AI data center infrastructure and enterprise transformation
• Positive Sentiment: Microsoft is overhauling its cybersecurity business to capture more spending from AI-driven threats, which could open a new growth lane as customers increase security budgets. Microsoft (MSFT) Overhauls Cybersecurity Business to Cash In on AI Threats
• Positive Sentiment: Microsoft launched a $2.5 billion initiative to help large customers deploy AI systems around their own data and workflows, reinforcing its enterprise AI moat. How Microsoft (MSFT) Is Deepening Its Enterprise AI Moat With a $2.5 Billion Customer Deployment Initiative

Microsoft Price Performance

MSFT stock opened at $395.63 on Thursday. The company has a market capitalization of $2.94 trillion, a P/E ratio of 23.55, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The business has a 50-day simple moving average of $401.10 and a two-hundred day simple moving average of $412.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS 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 firm 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 business posted $3.46 earnings per share. The company's quarterly revenue was up 18.3% compared to the same quarter last year. Research analysts expect that Microsoft Corporation will post 16.71 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. 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, August 20th. Microsoft's dividend payout ratio is presently 21.67%.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Wolfe Research reduced their price target on shares of Microsoft from $570.00 to $525.00 and set an "outperform" rating for the company in a report on Monday, July 6th. BMO Capital Markets increased their price objective on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 7th. The Goldman Sachs Group restated a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Benchmark reaffirmed a "buy" rating and set a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Finally, Arete Research increased their price target on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a report on Tuesday, May 5th. Forty-one research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $557.96.

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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