Microsoft Corporation $MSFT Stock Bought by BIP Wealth LLC

Key Points

• BIP Wealth increased its Microsoft stake by 39.6% in the second quarter, bringing its holdings to 41,085 shares worth approximately $15.3 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 43 Buy ratings, four Holds and one Sell; Microsoft has a “Moderate Buy” consensus rating and an average price target of $569.29.
• Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, both ahead of estimates, while raising its quarterly dividend to $0.98 per share. Investors are weighing Copilot and Azure growth opportunities against heavy data-center spending and competitive pressures.

BIP Wealth LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 39.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,085 shares of the software giant's stock after acquiring an additional 11,661 shares during the quarter. Microsoft accounts for approximately 0.4% of BIP Wealth LLC's holdings, making the stock its 27th largest position. BIP Wealth LLC's holdings in Microsoft were worth $15,325,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Auto Owners Insurance Co boosted its position in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the last quarter. Amundi raised its position in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after buying an additional 9,814,598 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Microsoft by 10.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the last quarter. Fisher Asset Management LLC lifted its stake in Microsoft by 1.8% during the 4th quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after acquiring an additional 458,014 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Microsoft by 64.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock valued at $8,982,083,000 after acquiring an additional 9,493,778 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Cantor Fitzgerald lifted their price target on shares of Microsoft from $522.00 to $608.00 and gave the stock an "overweight" rating in a research note on Monday, September 21st. UBS Group started coverage on shares of Microsoft in a research report on Wednesday, September 23rd. They set a "buy" rating on the stock. Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Microsoft in a report on Monday, July 20th. Argus cut their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research report on Friday, July 10th. Finally, Wolfe Research lowered shares of Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $569.29.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot experience featuring integrated Office tools, Chat, Cowork and Autopilot capabilities. Jefferies said the products create potential usage-based revenue streams, while analysts expect enterprise adoption to build gradually. Microsoft's Autopilot opens new AI revenue path
• Positive Sentiment: The Copilot overhaul is positioned as a stronger competitive response to Anthropic’s Claude. Microsoft also added GitHub’s coding engine to Copilot, allowing office workers to create applications and dashboards using natural-language instructions, potentially expanding paid AI usage. Microsoft puts GitHub coding engine inside Copilot
• Positive Sentiment: JPMorgan reaffirmed its Buy rating, and William Blair maintained a bullish view based on Copilot monetization potential and Microsoft’s expanding enterprise AI platform. Azure’s reported scale and backlog also support the long-term investment case. Microsoft Buy rating backed by Copilot monetization
• Neutral Sentiment: Microsoft is extending AI partnerships, including a Nokia collaboration that combines Nokia’s telecommunications data with Microsoft Fabric for AI-driven network operations. The opportunity could broaden cloud demand, although financial benefits are not yet quantified. Nokia and Microsoft expand their AI reach
• Neutral Sentiment: TTEC Digital’s 11th consecutive Microsoft AI Business Solutions Inner Circle award highlights the strength of Microsoft’s partner ecosystem, but the recognition is not expected to materially affect near-term revenue. TTEC Digital earns Microsoft AI award
• Negative Sentiment: Reported AI usage shows a sizable regional gap—28.8% in the Global North versus 16.2% in the Global South—raising questions about the pace and breadth of Copilot adoption. Microsoft AI adoption gap
• Negative Sentiment: Meta is moving deeper into enterprise software, creating another competitive threat to Microsoft’s productivity, cloud and AI offerings. Meanwhile, additional layoffs and restructuring may reinforce concerns about execution and workforce disruption. Meta puts Microsoft on notice
• Negative Sentiment: Plans to more than triple data-center capacity by 2032 could support Azure growth but require enormous capital investment, increasing pressure to convert AI demand into cash flow and profits. Investor questions about AI subsidies and regulation add further uncertainty. Microsoft data center expansion

Microsoft Trading Down 1.3%

Shares of MSFT stock opened at $509.22 on Tuesday. 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 Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The stock has a fifty day simple moving average of $480.07 and a two-hundred day simple moving average of $427.02. The firm has a market capitalization of $3.78 trillion, a PE ratio of 28.35, a PEG ratio of 1.66 and a beta of 1.11.

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

Microsoft Increases Dividend

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

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 143,009 shares of company stock valued at $71,420,699 in the last ninety days. Corporate insiders own 0.03% of the company's stock.

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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