Microsoft Corporation $MSFT Shares Bought by Blueprint Investment Partners LLC

Key Points

• Blueprint Investment Partners increased its Microsoft stake by 72.2% in the second quarter, acquiring 7,343 additional shares for a total of 17,515 shares valued at approximately $6.53 million.
• Institutional ownership remains substantial at 71.13%, with several other investment firms also raising their Microsoft positions during the quarter.
• Analysts remain broadly bullish, citing Azure growth, Copilot adoption and AI infrastructure; Microsoft reported quarterly revenue of $90.01 billion, up 17.7% year over year, while its consensus rating is “Moderate Buy” with a $569.29 price target.

Blueprint Investment Partners LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 72.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,515 shares of the software giant's stock after acquiring an additional 7,343 shares during the quarter. Microsoft makes up 0.5% of Blueprint Investment Partners LLC's holdings, making the stock its 27th biggest holding. Blueprint Investment Partners LLC's holdings in Microsoft were worth $6,534,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. River Wealth Advisors LLC grew its stake in Microsoft by 4.5% during the second quarter. River Wealth Advisors LLC now owns 88,060 shares of the software giant's stock worth $32,848,000 after purchasing an additional 3,755 shares during the period. Symphony Financial Ltd. Co. boosted its holdings in shares of Microsoft by 12.2% during the 2nd quarter. Symphony Financial Ltd. Co. now owns 51,587 shares of the software giant's stock worth $19,042,000 after buying an additional 5,609 shares in the last quarter. St. Johns Investment Management Company LLC boosted its holdings in shares of Microsoft by 4.1% during the 2nd quarter. St. Johns Investment Management Company LLC now owns 21,223 shares of the software giant's stock worth $7,917,000 after buying an additional 827 shares in the last quarter. Archer Investment Corp grew its position in shares of Microsoft by 11.2% during the 2nd quarter. Archer Investment Corp now owns 19,471 shares of the software giant's stock worth $7,263,000 after buying an additional 1,957 shares during the period. Finally, Eagle Bay Advisors LLC increased its stake in shares of Microsoft by 5.3% in the 2nd quarter. Eagle Bay Advisors LLC now owns 8,894 shares of the software giant's stock valued at $3,317,000 after acquiring an additional 450 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Copilot remains the primary catalyst. Jefferies reiterated its bullish view, citing Microsoft’s redesigned Copilot, new usage-based revenue opportunities and potential for paid Copilot seats to double over the next year. Enterprise AI adoption, however, is expected to build gradually. Jefferies Doubles Down on Microsoft's Copilot Opportunity
• Positive Sentiment: Analysts see further upside. JPMorgan maintained a Buy rating with a $625 target, while RBC reportedly set a $640 target, supported by Azure growth, Copilot adoption and Microsoft’s expanding AI infrastructure. The stock is also on track for its strongest quarterly performance in decades, reflecting a market “flight to quality.” Microsoft Stock Surges Past $500
• Positive Sentiment: Azure and enterprise demand support the long-term case. Recent commentary points to Azure growth above 40%, rapidly increasing Copilot seats and a commercial backlog approaching $700 billion. Microsoft is also bringing OpenAI’s autonomous “Dots” AI workers into its enterprise security ecosystem, potentially expanding cloud and software consumption. Microsoft Brings OpenAI's Autonomous Dots AI Workers Into the Enterprise
• Neutral Sentiment: AI policy developments remain mixed. President Trump reaffirmed support for data centers and announced voluntary AI controls with Microsoft and other technology companies, potentially easing regulatory concerns while leaving uncertainty over whether voluntary safeguards will be sufficient. At A.I. Event, Trump Asks Meta, OpenAI and Microsoft to Make Safety Decisions Themselves
• Negative Sentiment: Privacy and competitive risks are weighing on sentiment. Reports that humans may review some Copilot prompts have raised data-privacy concerns. OpenAI is also launching workplace features that increasingly resemble Microsoft Office, intensifying the risk that a key partner could compete directly with Microsoft’s software franchise. OpenAI Takes on Microsoft With a ChatGPT Office Suite
• Negative Sentiment: Investors are questioning the cost and valuation of the AI buildout. Microsoft is reducing staff while committing heavily to data centers, and some analysts argue that cash-flow benefits may take longer to materialize. After its rally, elevated expectations leave less room for execution setbacks.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Truist Financial reiterated a "buy" rating and set a $575.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. DA Davidson reaffirmed a "buy" rating and issued a $550.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Phillip Securities lowered shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Citizens Jmp restated a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a research note on Tuesday, September 15th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, September 21st. Forty-three analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $569.29.

Insider Activity

In related news, EVP Amy Hood sold 41,674 shares of the firm's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares of the company's stock, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of MSFT opened at $508.96 on Wednesday. The firm has a market capitalization of $3.78 trillion, a P/E ratio of 28.34, a P/E/G ratio of 1.64 and a beta of 1.11. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The stock has a 50 day moving average price of $482.29 and a two-hundred day moving average price of $427.75. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter last year, the company earned $3.65 earnings per share. The company's revenue for the quarter was up 17.7% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's payout ratio is presently 20.27%.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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