AAFMAA Wealth Management & Trust LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,728 shares of the software giant's stock after selling 2,873 shares during the period. Microsoft accounts for about 1.4% of AAFMAA Wealth Management & Trust LLC's investment portfolio, making the stock its 16th biggest holding. AAFMAA Wealth Management & Trust LLC's holdings in Microsoft were worth $4,002,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC lifted its stake in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after acquiring an additional 21 shares during the last quarter. Pollock Investment Advisors LLC increased its stake in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after buying an additional 21 shares during the period. Finally, Better Money Decisions LLC increased its position in Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after acquiring an additional 21 shares during the period. Institutional investors own 71.13% of the company's stock.
Insiders Place Their Bets
In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,310 shares of company stock valued at $17,256,219 in the last 90 days. Corporate insiders own 0.03% of the company's stock.
Microsoft Stock Performance
NASDAQ MSFT opened at $483.24 on Monday. The firm has a market capitalization of $3.59 trillion, a P/E ratio of 26.91, a PEG ratio of 1.56 and a beta of 1.10. The business has a fifty day simple moving average of $419.61 and a 200 day simple moving average of $409.20. Microsoft Corporation has a 12 month low of $349.20 and a 12 month 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.
Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the firm earned $3.65 EPS. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, analysts predict that Microsoft Corporation will post 19.59 EPS for the current fiscal year.
Microsoft Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is 20.27%.
Key Headlines Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft is reportedly preparing to launch its Maia 300 AI accelerator as soon as this fall and is discussing production with TSMC. Developing proprietary chips could reduce long-term reliance on Nvidia, improve supply-chain control, and support Microsoft’s expanding AI infrastructure. Microsoft’s Betting Big on Its Own AI Chips
- Positive Sentiment: Meta has reportedly become one of Microsoft’s largest Azure AI customers, spending hundreds of millions of dollars annually and consuming substantial computing capacity. The relationship reinforces evidence that enterprise demand is translating into Azure revenue. Meta Emerges as a Major Microsoft Azure AI Client
- Positive Sentiment: Microsoft raised its quarterly dividend to $0.91 per share, while Azure revenue reportedly surpassed $100 billion. Analysts and financial commentators also highlighted a roughly $678 billion backlog and continued strong demand for cloud and AI services. Microsoft Raises Dividend as AI Capital Spending Hits Record Levels
- Neutral Sentiment: Microsoft approved the Horizon 1 Texas data-center project involving IREN, potentially expanding capacity available for AI workloads. The development is strategically relevant, although the near-term financial benefit to Microsoft remains unclear. Microsoft Accepts Horizon 1
- Negative Sentiment: Annual capital spending has climbed nearly 80% to about $115.9 billion, while free cash flow declined. Investors remain focused on whether AI revenue growth will generate adequate returns on this spending. Microsoft Spent $115.9 Billion on AI
- Negative Sentiment: TCI Management reportedly exited its Microsoft position and increased its Alphabet stake, adding a notable institutional-selling signal. Separately, commentary warned that Microsoft’s valuation depends on optimistic earnings forecasts, while higher bond yields could reduce the present value of future AI profits. TCI Exits Microsoft
Analyst Upgrades and Downgrades
A number of research firms recently weighed in on MSFT. Arete Research increased their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Argus lowered their price objective on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research report on Friday, July 10th. BMO Capital Markets boosted their price target on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research report on Thursday, July 30th. The Goldman Sachs Group reissued a "buy" rating and set a $640.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.27.
View Our Latest Report on Microsoft
About Microsoft
(
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).
Further Reading
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