AMG National Trust Bank Sells 9,650 Shares of Microsoft Corporation $MSFT

Key Points

• AMG National Trust Bank reduced its Microsoft position by 11.7%, selling 9,650 shares in the second quarter and retaining 72,692 shares valued at approximately $27.1 million.
• Microsoft insiders have also been selling shares: CEO Judson Althoff and EVP Takeshi Numoto disclosed sales, while insiders sold approximately $71.4 million of stock over the past 90 days.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year and earnings exceeding estimates; the company also raised its quarterly dividend to $0.98 per share.

AMG National Trust Bank lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.7% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 72,692 shares of the software giant's stock after selling 9,650 shares during the period. Microsoft makes up about 0.6% of AMG National Trust Bank's holdings, making the stock its 22nd largest position. AMG National Trust Bank's holdings in Microsoft were worth $27,115,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of MSFT. Frankly Finances LLC bought a new position in shares of Microsoft in the second quarter valued at approximately $35,000. MidAtlantic Capital Management Inc. bought a new position in Microsoft in the 4th quarter valued at $59,000. Fiduciary Advisors Inc. grew its stake in Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after purchasing an additional 34 shares during the period. Lifetime Wealth Management P.C. purchased a new stake in shares of Microsoft during the 4th quarter valued at $101,000. Finally, Glynn Capital Management LLC raised its stake in shares of Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after purchasing an additional 65 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction 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 sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on 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 directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 143,009 shares of company stock worth $71,420,699. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

Microsoft stock opened at $529.76 on Thursday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The business has a 50-day simple moving average of $498.31 and a 200 day simple moving average of $433.03. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.93 trillion, a price-to-earnings ratio of 29.50, a PEG ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.65 EPS. On average, research analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. 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 payout ratio is currently 20.27%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
• Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635
• Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats.
• Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date
• Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like.
• Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot

Wall Street Analyst Weigh In

Several brokerages have commented on MSFT. Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research report on Monday, August 10th. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a research note on Thursday, September 10th. Jefferies Financial Group began coverage on Microsoft in a research report on Monday. They set a "buy" rating on the stock. Benchmark reiterated a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Microsoft in a report on Monday, July 20th. Forty-one equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $578.73.

Microsoft Company 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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