Bcwm LLC Has $10.78 Million Stock Position in Microsoft Corporation $MSFT

Bcwm LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 6.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,804 shares of the software giant’s stock after selling 1,484 shares during the quarter. Microsoft makes up approximately 3.2% of Bcwm LLC’s holdings, making the stock its 12th biggest position. Bcwm LLC’s holdings in Microsoft were worth $10,775,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter valued at approximately $38,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the third quarter worth approximately $49,000. University of Illinois Foundation bought a new stake in Microsoft in the second quarter worth approximately $50,000. Finally, LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter worth $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s 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 owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross‑sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next‑gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data‑center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near‑term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long‑time head of experiences and devices (Office/Copilot products), announced retirement — creates short‑term execution/transition uncertainty. Microsoft’s Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on MSFT shares. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $590.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Robert W. Baird set a $540.00 target price on shares of Microsoft and gave the stock an “outperform” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. cut their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. BMO Capital Markets reduced their price target on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, Evercore decreased their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Stock Performance

NASDAQ:MSFT opened at $395.55 on Friday. The firm has a market capitalization of $2.94 trillion, a PE ratio of 24.74, a PEG ratio of 1.55 and a beta of 1.10. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The firm’s fifty day simple moving average is $427.46 and its 200 day simple moving average is $476.03.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is currently 22.76%.

Microsoft 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).