BKM Wealth Management LLC Purchases 1,273 Shares of Microsoft Corporation $MSFT

BKM Wealth Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,570 shares of the software giant’s stock after acquiring an additional 1,273 shares during the period. Microsoft comprises 4.5% of BKM Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. BKM Wealth Management LLC’s holdings in Microsoft were worth $12,367,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. IRON Financial LLC raised its position in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after acquiring an additional 1,225 shares in the last quarter. PMG Family Office LLC purchased a new position in Microsoft during the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC grew its stake in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after buying an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. grew its stake in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after buying an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management grew its stake in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after buying an additional 1,698 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was 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 in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. JPMorgan Chase & Co. reduced their price target on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Oppenheimer reissued an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. HSBC reduced their price target on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Finally, Arete Research raised their price target on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $560.88.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its “buy” rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft’s GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $418.57 on Friday. The company has a market cap of $3.11 trillion, a P/E ratio of 24.91, a P/E/G ratio of 1.51 and a beta of 1.10. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The business has a fifty day simple moving average of $399.38 and a 200-day simple moving average of $437.48.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the business posted $3.46 earnings per share. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

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 issued a dividend of $0.91 per share. 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, May 21st. 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).