BXM Wealth LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Key Points

• BXM Wealth LLC increased its stake in Microsoft by 2,616.9% in Q4, adding 112,029 shares to hold 116,310 shares worth $56.25 million, making MSFT about 5.5% of its portfolio and its second-largest holding.
• Microsoft beat quarterly expectations with EPS of $4.14 versus $3.86 and revenue of $81.27 billion (up 16.7% year‑over‑year), and analysts project about 13.08 EPS for the current fiscal year.
• About 71.13% of Microsoft is owned by institutional investors, the company has a market cap of $3.14 trillion, and it recently announced a quarterly dividend of $0.91 per share (0.9% yield).

BXM Wealth LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2,616.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 116,310 shares of the software giant's stock after acquiring an additional 112,029 shares during the quarter. Microsoft comprises about 5.5% of BXM Wealth LLC's investment portfolio, making the stock its 2nd biggest holding. BXM Wealth LLC's holdings in Microsoft were worth $56,250,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. lifted its position in Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. State Street Corp lifted its position in Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock worth $148,823,341,000 after purchasing an additional 3,166,275 shares during the period. Geode Capital Management LLC lifted its position in Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after purchasing an additional 3,532,054 shares during the period. Norges Bank acquired a new stake in Microsoft in the second quarter worth approximately $50,493,678,000. Finally, Northern Trust Corp lifted its position in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $422.79 on Monday. Microsoft Corporation has a one year low of $355.67 and a one year high of $555.45. The stock has a fifty day moving average of $391.87 and a 200-day moving average of $453.57. The company has a market capitalization of $3.14 trillion, a PE ratio of 26.44, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the previous year, the business earned $3.23 EPS. The company's revenue was up 16.7% on a year-over-year basis. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research report on Wednesday, January 21st. TD Cowen cut their price objective on Microsoft from $610.00 to $540.00 and set a "buy" rating for the company in a research report on Thursday. JPMorgan Chase & Co. cut their price objective on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. The Goldman Sachs Group reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, February 12th. Finally, Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $577.58.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was 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.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Fairwater AI data center in Wisconsin went live ahead of schedule, a tangible execution win that eases near‑term capacity concerns and signals Microsoft is accelerating AI infrastructure deployment — a direct positive for Azure AI revenue prospects. Microsoft stock jumps as AI data center goes live
• Positive Sentiment: Large enterprise partnerships and marketplace integrations broaden Azure adoption: Stellantis signed a five‑year AI/cloud deal and Expert.ai’s EidenAI Suite is now on Azure Marketplace — both expand addressable enterprise demand for Microsoft’s cloud + Copilot stack. Stellantis, Microsoft sign five-year partnership Expert.ai and Microsoft Italy announce collaboration
• Positive Sentiment: Government and regulatory adoption — the CFTC is using Microsoft Copilot/AI tools for surveillance, a sign that public‑sector adoption of Microsoft AI products is rising and provides a durable revenue cohort. CFTC Uses Microsoft AI Tools
• Neutral Sentiment: Analyst moves are mixed: TD Cowen lowered its price target to $540 but kept a Buy rating (maintains bullish long‑term view despite trimming upside), while other firms have grown cautious — watch revisions for near‑term momentum. TD Cowen price target update
• Neutral Sentiment: Macro/earnings calendar: investors are watching fiscal Q3 results (Apr 29) for signs AI spend is translating into accelerating Azure revenue and Copilot monetization; near‑term volatility could persist into the print. Microsoft eyes AI execution, Azure growth
• Negative Sentiment: Industry capacity risk: Financial Times reports delays on a sizeable share of U.S. data‑center builds (affecting multiple players), underscoring supply‑chain and permitting risks that could constrain AI rollout timing and margin recovery. Data centre delays threaten to choke AI expansion
• Negative Sentiment: Bearish commentary and downside scenarios remain: some analysts and opinion pieces argue MSFT still faces near‑term growth/valuation risks (including calls for deeper corrections), so rallies could be met with profit‑taking until clearer proof of AI monetization appears. Microsoft: Don't Buy The Dip

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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