Microsoft Corporation $MSFT Shares Bought by Bogart Wealth LLC

Key Points

• Bogart Wealth LLC increased its Microsoft stake by 17.2% in the first quarter, buying 10,750 additional shares and bringing its position to 73,118 shares worth about $27.1 million.
• Microsoft continues to have strong institutional support, with hedge funds and other investors owning 71.13% of the stock. Several analysts recently reaffirmed or adjusted buy/outperform ratings, and the consensus target price is $557.96.
• The company’s fundamentals remain solid: Microsoft beat quarterly earnings and revenue estimates, reported 18.3% year-over-year revenue growth, and announced a quarterly dividend of $0.91 per share payable on September 10.

Bogart Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 73,118 shares of the software giant's stock after buying an additional 10,750 shares during the period. Microsoft comprises 1.0% of Bogart Wealth LLC's investment portfolio, making the stock its 20th largest holding. Bogart Wealth LLC's holdings in Microsoft were worth $27,066,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the 4th quarter worth approximately $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on MSFT. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price objective on the stock in a research note on Wednesday, May 13th. Argus cut their target price on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research report on Friday, July 10th. Evercore reaffirmed an "outperform" rating and set a $525.00 price objective on shares of Microsoft in a research note on Wednesday. Wolfe Research cut their price target on Microsoft from $570.00 to $525.00 and set an "outperform" rating for the company in a report on Monday, July 6th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and a consensus target price of $557.96.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is still getting support from Wall Street, with some analysts and portfolio managers reiterating buy ratings and arguing that Azure demand, Copilot adoption, and Microsoft 365 tailwinds can support long-term earnings power. Article: Josh Baer Reiterates Buy on Microsoft, Citing AI Leadership, Azure/M365 Budget Tailwinds and Underappreciated Earnings Power
• Positive Sentiment: A CIO survey and other commentary pointed to strong Azure demand at multi-year highs, reinforcing the view that Microsoft’s cloud and AI platform remains a core beneficiary of enterprise spending. Article: Microsoft (MSFT) Stock Surges on Strong Azure Demand in Latest CIO Survey
• Positive Sentiment: Microsoft also announced a multi-year AI infrastructure partnership with 3M, which investors viewed as another sign that its Azure ecosystem is expanding into real-world enterprise use cases. Article: Microsoft Stock Rebounds on 3M Optical Infrastructure Alliance
• Neutral Sentiment: Microsoft CEO Satya Nadella criticized Anthropic’s Fable restrictions and pushed for Microsoft to promote its own AI models more aggressively, highlighting the company’s effort to reduce reliance on outside AI vendors. Article: Microsoft's Nadella rips Anthropic's Fable restrictions in staff meeting: 'Doesn't make sense'
• Neutral Sentiment: Reports that Microsoft is training its sales force to push in-house AI models over OpenAI, Google, and Anthropic suggest a strategic shift toward better control over costs and monetization, but the market is still waiting for proof that this approach boosts returns. Article: Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic
• Negative Sentiment: Several reports said analysts trimmed price targets ahead of earnings, and commentary stressed that investors are increasingly worried Microsoft’s AI spending spree could pressure margins before the payoff becomes visible. Article: Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
• Negative Sentiment: Microsoft is facing added overhang from securities class-action deadlines and allegations tied to Copilot and Azure disclosures, which can keep pressure on sentiment even though these developments are not operational. Article: MSFT UPCOMING DEADLINE : The Gross Law Firm Alerts Microsoft Corporation Stockholders of Securities Class Action

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

MSFT stock opened at $393.82 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The business's 50-day moving average price is $400.28 and its two-hundred day moving average price is $411.30. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The firm has a market cap of $2.93 trillion, a PE ratio of 23.44, a P/E/G ratio of 1.20 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the prior year, the business earned $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, research analysts forecast that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a 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%.

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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