BXM Wealth LLC Purchases 627 Shares of Microsoft Corporation $MSFT

BXM Wealth LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.6% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,821 shares of the software giant's stock after buying an additional 627 shares during the quarter. Microsoft comprises 1.7% of BXM Wealth LLC's portfolio, making the stock its 17th biggest holding. BXM Wealth LLC's holdings in Microsoft were worth $1,438,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. CapWealth Advisors LLC raised its stake in shares of Microsoft by 1.7% in the first quarter. CapWealth Advisors LLC now owns 92,991 shares of the software giant's stock worth $34,908,000 after buying an additional 1,522 shares during the period. Ridgeline Wealth Planning LLC bought a new position in shares of Microsoft in the first quarter worth about $270,000. Exane Asset Management bought a new position in shares of Microsoft in the first quarter worth about $5,941,000. Liberty One Investment Management LLC raised its stake in shares of Microsoft by 5.8% in the first quarter. Liberty One Investment Management LLC now owns 54,150 shares of the software giant's stock worth $20,327,000 after buying an additional 2,971 shares during the period. Finally, Stratos Investment Management LLC raised its stake in shares of Microsoft by 18.4% in the first quarter. Stratos Investment Management LLC now owns 87,077 shares of the software giant's stock worth $32,688,000 after buying an additional 13,534 shares during the period. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MSFT. Citigroup raised their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research note on Tuesday, July 22nd. DA Davidson raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Scotiabank raised their price objective on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. Bank of America raised their price objective on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Jefferies Financial Group increased their target price on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Microsoft Stock Performance

NASDAQ:MSFT opened at $507.23 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a 50-day moving average price of $506.08 and a 200 day moving average price of $444.52. The stock has a market capitalization of $3.77 trillion, a P/E ratio of 37.19, a P/E/G ratio of 2.22 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be issued a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. In the last three months, insiders sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company's stock.

Microsoft Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

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