BAM Wealth Management LLC Takes Position in Microsoft Corporation $MSFT

BAM Wealth Management LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 7,634 shares of the software giant’s stock, valued at approximately $3,954,000. Microsoft makes up 3.1% of BAM Wealth Management LLC’s holdings, making the stock its 10th biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. WFA Asset Management Corp grew its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John W. Stanton acquired 5,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft secured a deal to lock in a 20% share of OpenAI’s revenue through 2032 — a material, long-duration cash-flow stream that reinforces MSFT’s strategic AI partnership and upside if OpenAI monetizes broadly. Microsoft Locks In 20% Of OpenAI’s Revenue
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 MSFT shares, signaling management confidence and giving investors a modest behavioral vote of confidence. Insider Purchase: Director at $MSFT Buys 5,000 Shares
• Positive Sentiment: Microsoft reaffirmed its renewable-energy commitments—continuing to match its electricity needs with clean power as it scales data-center capacity, which reduces regulatory/ESG risk for long-term investors. Microsoft to keep buying renewable energy to match electricity needs
• Positive Sentiment: Wall Street interest: notes calling Microsoft “under-owned” and continued buy/overweight ratings (and a median price target well above current levels) provide conviction for inflows from institutional investors. Morgan Stanley: Microsoft is under-owned
• Neutral Sentiment: Global growth push: Microsoft says it’s on pace to invest ~$50B in AI across the “Global South” through 2030 — a major long-term market expansion that could drive growth but also requires heavy up-front capex and multi-year execution. Microsoft $50B Global South AI push
• Neutral Sentiment: Partnerships/marketplace traction: CrowdStrike’s Falcon platform is now on Microsoft Marketplace, easing procurement for customers and reinforcing MSFT’s enterprise security ecosystem (incremental revenue/ stickiness but limited immediate top-line impact). Falcon on Microsoft Marketplace
• Negative Sentiment: AI risks and bugs: reports of a Copilot/Office bug and new “AI recommendation poisoning” threats have raised short-term security and quality concerns around Microsoft’s AI products, which can pressure enterprise adoption sentiment. New AI-Related Bug Does Not Dampen Microsoft Stock AI Recommendation Poisoning
• Negative Sentiment: Investor rotation and spending concerns: some funds are trimming MSFT amid worries that aggressive AI infrastructure and capex could weigh near-term margins — paired with downgrades and headlines about investor selling that create volatility. Investors Dump Microsoft Shares Melius Research Downgrades Microsoft

Microsoft Stock Up 0.7%

Shares of NASDAQ:MSFT opened at $399.60 on Thursday. The firm has a market capitalization of $2.97 trillion, a PE ratio of 24.99, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The firm’s 50-day moving average is $455.46 and its two-hundred day moving average is $489.92.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the previous year, the business posted $3.23 earnings per share. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s payout ratio is 22.76%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on MSFT shares. UBS Group reiterated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. DA Davidson reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a report on Thursday, January 29th. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 22nd. Barclays reaffirmed a “buy” rating on shares of Microsoft in a research report on Friday, February 6th. Finally, Melius Research set a $430.00 target price on shares of Microsoft in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

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).