AMG Asset Management Group Inc. Makes New $1.70 Million Investment in Microsoft Corporation $MSFT

Key Points

• AMG Asset Management Group Inc. opened a new position in Microsoft during the fourth quarter, buying 3,518 shares worth about $1.7 million. Microsoft now represents roughly 5.5% of AMG’s portfolio and is its 7th-largest holding.
• Microsoft posted better-than-expected quarterly results, with earnings of $4.27 per share versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion expected. Revenue rose 18.3% year over year, reinforcing strength in its cloud and AI-driven businesses.
• The company also announced a quarterly dividend of $0.91 per share, payable September 10, and analysts remain broadly positive with an average rating of Moderate Buy. However, some recent price targets were cut, and insiders have sold shares in recent months.

AMG Asset Management Group Inc. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,518 shares of the software giant's stock, valued at approximately $1,701,000. Microsoft accounts for approximately 5.5% of AMG Asset Management Group Inc.'s investment portfolio, making the stock its 7th biggest position.

Several other institutional investors have also recently made changes to their positions in the company. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its position in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its position in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

MSFT stock opened at $373.94 on Wednesday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a market cap of $2.78 trillion, a price-to-earnings ratio of 22.26, a price-to-earnings-growth ratio of 1.32 and a beta of 1.11. The business has a fifty day moving average of $412.32 and a two-hundred day moving average of $423.55.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.46 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is currently 21.67%.

Analysts Set New Price Targets

Several brokerages recently issued reports on MSFT. Scotiabank dropped their price objective on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a research note on Thursday, April 30th. Oppenheimer restated an "outperform" rating and set a $515.00 target price (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Bank of America started coverage on Microsoft in a research report on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price target for the company. Weiss Ratings cut Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, March 24th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $561.20.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were 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 owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock NASDAQ: MSFT Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

About Microsoft

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).

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