Bryn Mawr Trust Advisors LLC Purchases 2,181 Shares of Microsoft Corporation $MSFT

Key Points

• Bryn Mawr Trust Advisors increased its Microsoft stake by 1.2% in the first quarter, adding 2,181 shares to reach 177,696 shares valued at approximately $65.8 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Analysts maintain a generally positive outlook, with 42 Buy ratings and six Hold ratings, producing a consensus “Moderate Buy” rating and average price target of $554.73.
• Microsoft reported quarterly EPS of $4.27 and revenue of $82.89 billion, exceeding estimates, while revenue grew 18.3% year over year. The company also declared a $0.91 quarterly dividend, although insiders have sold shares worth $10.5 million over the past 90 days.

Bryn Mawr Trust Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 177,696 shares of the software giant's stock after purchasing an additional 2,181 shares during the period. Microsoft makes up 3.2% of Bryn Mawr Trust Advisors LLC's portfolio, making the stock its 4th biggest position. Bryn Mawr Trust Advisors LLC's holdings in Microsoft were worth $65,778,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Norges Bank purchased a new position in Microsoft during the 4th quarter valued at about $50,664,631,000. Auto Owners Insurance Co increased its holdings in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after purchasing an additional 60,009,531 shares during the period. Nuveen LLC purchased a new stake in shares of Microsoft in the first quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after purchasing an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its holdings in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Analysts Set New Price Targets

Several research firms have weighed in on MSFT. Evercore reiterated an "outperform" rating and issued a $525.00 price objective on shares of Microsoft in a research note on Wednesday, July 15th. UBS Group decreased their target price on shares of Microsoft from $510.00 to $480.00 and set a "buy" rating for the company in a research note on Monday. BNP Paribas Exane lowered their price target on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a report on Friday, May 1st. Stifel Nicolaus dropped their price target on shares of Microsoft from $415.00 to $400.00 and set a "hold" rating on the stock in a research note on Thursday, June 25th. Finally, Royal Bank Of Canada reiterated a "buy" rating on shares of Microsoft in a report on Friday, May 22nd. Forty-two investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $554.73.

Microsoft Price Performance

NASDAQ MSFT opened at $393.35 on Wednesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The stock's 50-day moving average is $397.04 and its two-hundred day moving average is $406.36. The firm has a market cap of $2.92 trillion, a P/E ratio of 23.41, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 EPS. The firm's revenue was up 18.3% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction 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 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 sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

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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