28,911 Microsoft Corporation $MSFT Shares Acquired by Midwest Trust Co

Key Points

• Midwest Trust Co. increased its Microsoft position by 3.7% in the second quarter, acquiring 28,911 shares and bringing its holdings to 808,387 shares valued at approximately $301.5 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, exceeding analyst estimates. Analysts maintain a “Moderate Buy” consensus with an average price target of $571.18, supported by accelerating Azure growth and AI monetization.
• Key risks include elevated valuation, heavy AI infrastructure spending and insider selling. Executives sold shares worth about $71.4 million over the past three months, while concerns remain that AI investment could outpace cash-flow growth if monetization disappoints.

Midwest Trust Co lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.7% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 808,387 shares of the software giant's stock after buying an additional 28,911 shares during the period. Microsoft makes up 3.4% of Midwest Trust Co's holdings, making the stock its 5th largest position. Midwest Trust Co's holdings in Microsoft were worth $301,545,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Auto Owners Insurance Co grew its stake in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares during the last quarter. Amundi raised its holdings in shares of Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after purchasing an additional 458,014 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the last quarter. Finally, Hsbc Holdings PLC boosted its holdings in Microsoft by 7.8% during the fourth quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant's stock worth $10,715,379,000 after buying an additional 1,599,412 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is supporting MSFT. Wells Fargo added Microsoft to its Q4 Tactical Ideas list and reportedly raised its price target to $725, citing accelerating Azure growth and improving Copilot monetization. The bullish calls follow Microsoft’s strongest quarterly performance in decades and reflect growing confidence that AI spending is translating into revenue. What's Going On With Microsoft Stock?
• Positive Sentiment: New real-time AI voice models expand Microsoft’s addressable market. Microsoft launched three speech and transcription models, including MAI-Transcribe-2-Streaming, which can begin responding in roughly 320 milliseconds. The technology targets contact centers, multilingual assistants, live captions and other enterprise voice applications, potentially creating additional demand for Microsoft’s AI platform and cloud services. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Positive Sentiment: Recent performance reinforces the AI growth narrative. Microsoft shares gained about 38% during the third quarter after earnings showed the fastest Azure growth in four years, driven by strong AI demand. Investors also point to expanding Copilot adoption, enterprise licensing opportunities and continued integration of AI agents into Microsoft’s software ecosystem. MSFT Stock Rallies 38% as Wall Street Sees Microsoft’s AI Spending Pay Off
• Neutral Sentiment: Microsoft is experiencing senior leadership turnover. LinkedIn chief Ryan Roslansky and Microsoft Science president Peter Lee are expected to depart. Roslansky’s exit follows nearly 18 years with LinkedIn and Microsoft and adds to ongoing changes in the company’s AI leadership structure. Former LinkedIn chief Roslansky to leave Microsoft
• Negative Sentiment: Valuation and investment intensity remain key risks. Some commentary argues that Microsoft’s rally has increased reliance on a higher valuation multiple, while AI infrastructure spending may outpace free cash flow if compute prices decline or monetization disappoints. These concerns could limit upside even as Azure demand remains strong. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 143,009 shares of company stock worth $71,420,699. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Down 0.0%

NASDAQ MSFT opened at $512.80 on Friday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market capitalization of $3.81 trillion, a PE ratio of 28.55, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. The firm's fifty day simple moving average is $487.37 and its 200-day simple moving average is $429.36.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter last year, the firm earned $3.65 earnings per share. The business's revenue for the quarter was up 17.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Bank of America increased their price objective on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday, September 1st. KeyCorp reaffirmed an "overweight" rating on shares of Microsoft in a research report on Thursday, September 3rd. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Microsoft in a report on Monday. Needham & Company LLC assumed coverage on shares of Microsoft in a report on Wednesday, September 23rd. They issued a "buy" rating for the company. Finally, Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research report on Monday, August 10th. Forty-three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $571.18.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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