Brady Martz Wealth Solutions LLC Grows Holdings in Microsoft Corporation $MSFT

Key Points

• Brady Martz Wealth Solutions LLC boosted its Microsoft stake by 47.3% in the first quarter, adding 3,244 shares to reach 10,098 shares valued at about $3.74 million.
• Microsoft continues to attract institutional interest overall, with hedge funds and other investors holding 71.13% of the stock, while some insiders have been selling shares recently.
• The company reported strong quarterly results, beating estimates with $4.27 EPS and $82.89 billion in revenue, while also announcing a quarterly dividend of $0.91 per share.

Brady Martz Wealth Solutions LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 47.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,098 shares of the software giant's stock after purchasing an additional 3,244 shares during the period. Brady Martz Wealth Solutions LLC's holdings in Microsoft were worth $3,738,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Taylor Securities Services Inc. bought a new position in Microsoft during the 4th quarter worth approximately $2,616,000. PMG Family Office LLC bought a new stake in shares of Microsoft in the 3rd quarter valued at approximately $828,000. Trifecta Capital Advisors LLC increased its holdings in shares of 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 last quarter. TD Waterhouse Canada Inc. raised its position in shares of Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after acquiring an additional 9,700 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management raised its position in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after acquiring an additional 1,698 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft 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 sale, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock NASDAQ: MSFT Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

Microsoft Trading Up 1.8%

Shares of NASDAQ:MSFT opened at $373.94 on Wednesday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The company's 50-day moving average price is $412.32 and its 200 day moving average price is $423.55. The company has a market cap of $2.78 trillion, a PE ratio of 22.26, a P/E/G ratio of 1.32 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results 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 net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the prior year, the firm earned $3.46 EPS. Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

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

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Benchmark reaffirmed a "buy" rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. DZ Bank restated a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Tigress Financial lifted their price target on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a report on Wednesday, May 6th. Wells Fargo & Company boosted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a research report on Monday, June 1st. Finally, HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $561.20.

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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