BIP Wealth LLC Acquires 5,411 Shares of Microsoft Corporation $MSFT

BIP Wealth LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 36.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,387 shares of the software giant’s stock after purchasing an additional 5,411 shares during the quarter. BIP Wealth LLC’s holdings in Microsoft were worth $10,559,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Fiducient Advisors LLC boosted its stake in shares of Microsoft by 46.5% during the 3rd quarter. Fiducient Advisors LLC now owns 8,511 shares of the software giant’s stock worth $4,408,000 after acquiring an additional 2,700 shares during the period. Twin Peaks Wealth Advisors LLC raised its stake in Microsoft by 1.0% in the 3rd quarter. Twin Peaks Wealth Advisors LLC now owns 12,545 shares of the software giant’s stock worth $6,498,000 after purchasing an additional 125 shares in the last quarter. First Business Financial Services Inc. raised its position in shares of Microsoft by 3.8% in the third quarter. First Business Financial Services Inc. now owns 18,803 shares of the software giant’s stock valued at $9,739,000 after buying an additional 680 shares in the last quarter. Triad Wealth Partners LLC lifted its position in shares of Microsoft by 17.7% during the 3rd quarter. Triad Wealth Partners LLC now owns 26,956 shares of the software giant’s stock valued at $13,962,000 after acquiring an additional 4,044 shares during the period. Finally, CNB Bank grew its stake in Microsoft by 2.0% during the third quarter. CNB Bank now owns 30,513 shares of the software giant’s stock worth $15,804,000 after buying an additional 608 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. TD Cowen reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. JPMorgan Chase & Co. dropped their target price on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. BMO Capital Markets decreased their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Stifel Nicolaus reiterated a “hold” rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Finally, Bank of America cut their target price on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft Trading Down 0.1%

NASDAQ:MSFT opened at $401.32 on Monday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a 50-day moving average price of $460.74 and a two-hundred day moving average price of $492.39. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a market cap of $2.98 trillion, a price-to-earnings ratio of 25.10, a price-to-earnings-growth ratio of 1.57 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the previous year, the business posted $3.23 EPS. The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major private-market validation for the AI ecosystem could benefit Microsoft as a cloud and AI infrastructure provider — Anthropic’s new $380B valuation (which includes investments tied to Microsoft) signals strong enterprise demand for AI models and likely more backend cloud consumption. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Citi reaffirmed a Buy on MSFT with a $635 price target — a bullish institutional view that supports the long‑term AI/cloud thesis despite recent sentiment-driven weakness. Microsoft: Buy Rating Reaffirmed on Undervalued AI and Cloud Growth Drivers Despite Sentiment-Driven Sell-Off
• Positive Sentiment: Microsoft is leading industry efforts on “digital trust” with other large tech firms (Trusted Tech Alliance), a reputational win that may ease enterprise sales cycles for security‑sensitive customers. Microsoft, Ericsson lead global tech alliance for digital trust
• Positive Sentiment: R&D/infra innovation: reports that Microsoft is exploring superconducting power lines for AI data centers point to potential long‑term efficiency gains and differentiation for its hyperscale buildout. Microsoft Explores Superconducting Power to Boost AI Data Centers
• Neutral Sentiment: Microsoft AI chief’s bold timeline for rapid white‑collar automation (12–18 months) fuels debate — it underscores market opportunity but also raises labor/regulatory concerns that could shape adoption rates. Microsoft AI chief gives it 18 months — for all white-collar work to be automated by AI
• Neutral Sentiment: Market technicians and contrarian pieces argue MSFT looks oversold/potentially bottoming after the post‑earnings drop — these narratives can attract buyers, but timing is uncertain. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Negative Sentiment: Regulatory risk increased today: the U.S. Federal Trade Commission has issued investigative demands and questioned Microsoft’s rivals about its AI/cloud licensing and business practices — this escalation is a clear near‑term negative catalyst. US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports
• Negative Sentiment: Investor rotation and positioning: several funds disclosed cuts to MSFT stakes this week, and commentary highlights investor concern over heavy CapEx for AI infrastructure and concentration risk tied to OpenAI—factors that have pressured the stock. PRIMECAP Management Co cuts Microsoft stake by 1.1M
• Negative Sentiment: Critics argue Microsoft has underperformed some AI peers and that capex intensity may strain free cash flow, reinforcing sentiment‑driven selling pressure. Microsoft Is Spending, Investors Are Losing

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).