Brown Miller Wealth Management LLC Raises Holdings in Microsoft Corporation $MSFT

Posted by Francis Steltz on Jul 10th, 2026

Brown Miller Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,576 shares of the software giant’s stock after acquiring an additional 1,616 shares during the period. Microsoft makes up approximately 4.5% of Brown Miller Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Brown Miller Wealth Management LLC’s holdings in Microsoft were worth $15,760,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of MSFT. Intrua Financial LLC lifted its position in shares of Microsoft by 2.0% in the 1st quarter. Intrua Financial LLC now owns 19,805 shares of the software giant’s stock worth $7,331,000 after acquiring an additional 394 shares during the period. Sippican Capital Advisors increased its position in shares of Microsoft by 18.0% during the first quarter. Sippican Capital Advisors now owns 1,018 shares of the software giant’s stock valued at $377,000 after purchasing an additional 155 shares during the period. Founders Capital Management LLC increased its position in shares of Microsoft by 1.2% during the first quarter. Founders Capital Management LLC now owns 121,890 shares of the software giant’s stock valued at $45,120,000 after purchasing an additional 1,461 shares during the period. Simmons Bank raised its stake in shares of Microsoft by 4.5% in the first quarter. Simmons Bank now owns 100,322 shares of the software giant’s stock valued at $37,136,000 after purchasing an additional 4,318 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ raised its stake in shares of Microsoft by 0.6% in the first quarter. Lansforsakringar Fondforvaltning AB publ now owns 2,697,368 shares of the software giant’s stock valued at $998,479,000 after purchasing an additional 15,951 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Dbs Bank dropped their price objective on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Bank of America began coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price objective for the company. Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Finally, Citigroup assumed coverage on shares of Microsoft in a research note on Monday, June 1st. They issued a “market outperform” rating on the stock. Forty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $560.98.

Check Out Our Latest Stock Report on Microsoft

Microsoft Trading Up 0.3%

Shares of MSFT opened at $384.36 on Friday. The stock has a fifty day moving average price of $403.12 and a two-hundred day moving average price of $414.79. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a market cap of $2.86 trillion, a price-to-earnings ratio of 22.88, a PEG ratio of 1.20 and a beta of 1.13.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its 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 return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the prior year, the business earned $3.46 earnings per share. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 in the last 90 days. 0.03% of the stock is currently owned by insiders.

Microsoft Company Profile

(Free Report)

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).