BKM Wealth Management LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

Key Points

• BKM Wealth Management LLC increased its Microsoft stake by 5.2% in the fourth quarter, buying 1,273 additional shares and bringing its total to 25,570 shares worth about $12.37 million.
• Microsoft continues to draw bullish AI-related headlines, including talks with Anthropic over Maia AI chips, a $1 billion partnership with EY, and reported ChatGPT integration into PowerPoint that could bolster Microsoft 365 Copilot adoption.
• The company posted strong quarterly results, with earnings and revenue both beating estimates, while analysts maintain a Moderate Buy consensus and an average price target of $560.88 despite some recent insider share sales.

BKM Wealth Management LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,570 shares of the software giant's stock after purchasing an additional 1,273 shares during the quarter. Microsoft makes up about 4.5% of BKM Wealth Management LLC's portfolio, making the stock its 3rd largest position. BKM Wealth Management LLC's holdings in Microsoft were worth $12,367,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. IRON Financial LLC lifted its position in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after purchasing an additional 1,225 shares during the last quarter. PMG Family Office LLC bought a new stake in shares of Microsoft during the third quarter worth $828,000. Trifecta Capital Advisors LLC lifted its position in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. lifted its position in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management lifted its position in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft's AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its "buy" rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft's GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the company'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 value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

MSFT opened at $418.57 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The firm has a market capitalization of $3.11 trillion, a PE ratio of 24.91, a price-to-earnings-growth ratio of 1.51 and a beta of 1.10. 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 business's 50-day moving average is $399.38 and its two-hundred day moving average is $437.48.

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 for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 earnings per share. The company's revenue was up 18.3% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Weiss Ratings downgraded Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, March 24th. Melius Research set a $430.00 price objective on Microsoft in a report on Monday, February 9th. BMO Capital Markets decreased their price objective on Microsoft from $575.00 to $505.00 and set an "outperform" rating for the company in a report on Tuesday, April 28th. UBS Group restated a "buy" rating on shares of Microsoft in a report on Friday, April 24th. Finally, Oppenheimer restated an "outperform" rating and issued a $515.00 price objective (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $560.88.

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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