Brian Low Financial Group LLC Has $5.52 Million Position in Microsoft Corporation $MSFT

Key Points

• Brian Low Financial Group LLC increased its Microsoft stake by 31.9% in the first quarter, buying 3,607 additional shares and bringing its total holding to 14,919 shares valued at about $5.52 million.
• Microsoft reported strong quarterly results, with EPS of $4.27 topping estimates and revenue of $82.89 billion, while revenue rose 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, and analysts remain broadly positive, with 41 Buy ratings and an average price target of $560.86.

Brian Low Financial Group LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 31.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,919 shares of the software giant's stock after buying an additional 3,607 shares during the period. Microsoft comprises 3.8% of Brian Low Financial Group LLC's holdings, making the stock its 3rd largest holding. Brian Low Financial Group LLC's holdings in Microsoft were worth $5,523,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. Taylor Securities Services Inc. acquired a new position in shares of Microsoft in the fourth quarter worth about $2,616,000. PMG Family Office LLC acquired a new stake in shares of Microsoft during the 3rd quarter valued at about $828,000. Werba Rubin Papier Wealth Management grew 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 during the period. SG Americas Securities LLC increased its stake in shares of Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after purchasing an additional 6,468,645 shares in the last quarter. Finally, World Investment Advisors increased its stake in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after purchasing an additional 49,371 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Trading Up 3.0%

Shares of MSFT stock opened at $384.28 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. 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 stock's fifty day moving average is $407.66 and its two-hundred day moving average is $418.67. The firm has a market capitalization of $2.85 trillion, a P/E ratio of 22.87, a PEG ratio of 1.34 and a beta of 1.13.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th 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, August 20th. Microsoft's dividend payout ratio (DPR) is 21.67%.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction that occurred on Wednesday, June 10th. The stock was 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 in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 shares were sold at an average price of $411.34, for a total value 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 $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by corporate insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Haleon signed a new five-year collaboration with Microsoft to expand use of its AI, cloud, and data technologies, underscoring continued enterprise adoption of Microsoft’s AI stack. Article Title
• Positive Sentiment: A Jefferies CIO survey showed Azure widening its lead over AWS among U.S. CIOs, supporting the case that Microsoft’s cloud momentum remains intact. Article Title
• Positive Sentiment: Analysts remain constructive on the stock, with JMP Securities reaffirming an Outperform view after Copilot Cowork’s launch and other coverage pointing to Microsoft’s AI growth potential. Article Title
• Neutral Sentiment: Microsoft is still drawing investor attention as a long-term AI winner, but several commentary pieces argue the stock is also under pressure from higher valuation scrutiny and broad Magnificent 7 weakness. Article Title
• Negative Sentiment: Reports that Microsoft may cut thousands of jobs, including in Xbox, sales, and consulting, are fueling concern that heavy AI spending is pressuring margins and forcing cost reductions. Article Title
• Negative Sentiment: Investor class-action notices tied to alleged Copilot/Azure misrepresentations are adding legal overhang and keeping sentiment cautious around MSFT. Article Title

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on MSFT shares. Wells Fargo & Company increased their price target on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Monday, June 1st. BNP Paribas Exane reduced their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Citizens Jmp initiated coverage on shares of Microsoft in a research report on Monday, June 1st. They set an "outperform" rating and a $550.00 price objective for the company. Finally, William Blair reaffirmed an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $560.86.

Microsoft Company 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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