Brown Miller Wealth Management LLC Buys 1,616 Shares of Microsoft Corporation $MSFT

Key Points

• Brown Miller Wealth Management increased its Microsoft stake by 3.9% in the first quarter, buying 1,616 additional shares to bring its holdings to 42,576 shares worth about $15.76 million.
• Microsoft’s latest earnings beat expectations, with quarterly EPS of $4.27 on 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, payable Sept. 10, and analysts currently rate the stock a Moderate Buy with an average price target of $560.98.

Brown Miller Wealth Management LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 42,576 shares of the software giant's stock after purchasing an additional 1,616 shares during the quarter. Microsoft accounts for about 4.5% of Brown Miller Wealth Management LLC's investment portfolio, making the stock its 3rd largest holding. Brown Miller Wealth Management LLC's holdings in Microsoft were worth $15,760,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft in the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in Microsoft during the fourth quarter valued at approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated 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 in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value 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. This represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by insiders.

Microsoft Stock Up 0.3%

Shares of Microsoft stock opened at $384.36 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The stock has a market capitalization of $2.86 trillion, a P/E ratio of 22.88, a PEG ratio of 1.20 and a beta of 1.13. 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 stock has a 50 day moving average price of $403.12 and a two-hundred day moving average price of $414.79.

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

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research reports. Scotiabank upgraded shares of Microsoft from an "outperform" rating to an "outperform" rating in a research note on Monday. Barclays reissued an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. Arete Research boosted their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $502.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Finally, Wolfe Research cut their price objective on Microsoft from $570.00 to $525.00 and set an "outperform" rating for the company in a report on Monday. Forty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $560.98.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

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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