Boyum Wealth Architects LLC Purchases 1,560 Shares of Microsoft Corporation $MSFT

Key Points

• Boyum Wealth Architects LLC increased its Microsoft stake by 273.2% in the fourth quarter, buying 1,560 additional shares and bringing its total holding to 2,131 shares worth about $993,000.
• Microsoft beat earnings and revenue expectations in its latest quarter, reporting $4.27 EPS on $82.89 billion in revenue, with revenue up 18.3% year over year.
• The stock was trading lower on the day, while analysts still view it favorably overall: Microsoft has a “Moderate Buy” consensus rating and a consensus price target of $562.69.

Boyum Wealth Architects LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 273.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,131 shares of the software giant's stock after acquiring an additional 1,560 shares during the quarter. Boyum Wealth Architects LLC's holdings in Microsoft were worth $993,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in MSFT. IRON Financial LLC lifted its stake in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares during the last quarter. PMG Family Office LLC acquired a new position in Microsoft in the 3rd quarter valued at about $828,000. Trifecta Capital Advisors LLC raised its holdings in Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after acquiring an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its position in 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 acquiring an additional 9,700 shares during the last quarter. Finally, Weaver Capital Management LLC lifted its position in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after acquiring an additional 2,247 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Down 1.4%

MSFT opened at $415.00 on Friday. The stock has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.70, a P/E/G ratio of 1.50 and a beta of 1.10. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a 50-day simple moving average of $396.79 and a 200 day simple moving average of $445.39.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. During the same period last year, the firm earned $3.46 EPS. The business's quarterly revenue was up 18.3% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid 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, May 21st. Microsoft's dividend payout ratio (DPR) is 21.67%.

Analysts Set New Price Targets

Several research firms have recently commented on MSFT. DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Rothschild & Co Redburn dropped their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a report on Thursday, April 23rd. BNP Paribas Exane reduced their price target on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Scotiabank lowered their price objective on Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a research report on Thursday, April 30th. Finally, Weiss Ratings downgraded Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $562.69.

Insider Activity at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction 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 directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

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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