AMI Investment Management Inc. Has $9.91 Million Holdings in Microsoft Corporation $MSFT

Key Points

• AMI Investment Management increased its Microsoft stake by 7.8% in the second quarter, holding 26,573 shares valued at approximately $9.91 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, surpassing analyst expectations, while revenue grew 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $564.27.
• Microsoft insiders sold 108,335 shares worth about $53.5 million during the quarter, including CEO Satya Nadella’s $43.4 million sale under a pre-arranged Rule 10b5-1 plan. The company also declared a quarterly dividend of $0.91 per share.

AMI Investment Management Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,573 shares of the software giant's stock after buying an additional 1,929 shares during the quarter. Microsoft accounts for about 2.1% of AMI Investment Management Inc.'s investment portfolio, making the stock its 12th largest position. AMI Investment Management Inc.'s holdings in Microsoft were worth $9,912,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft in the fourth quarter worth $34,000. Frankly Finances LLC acquired a new position in Microsoft in the second quarter worth $35,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft during the fourth quarter worth $36,000. Finally, Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the business'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 completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $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 quarter, insiders have sold 108,335 shares of company stock valued at $53,499,700. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

MSFT opened at $499.70 on Friday. The company has a fifty day moving average price of $444.52 and a two-hundred day moving average price of $415.80. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The firm has a market capitalization of $3.71 trillion, a PE ratio of 27.82, a P/E/G ratio of 1.61 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.65 EPS. As a group, analysts anticipate that Microsoft Corporation will post 19.59 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. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is currently 20.27%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on MSFT shares. Citigroup reaffirmed a "market outperform" rating on shares of Microsoft in a report on Monday, August 31st. Guggenheim reissued a "buy" rating and set a $586.00 price objective on shares of Microsoft in a report on Monday, July 27th. The Goldman Sachs Group restated a "buy" rating and issued a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. CLSA reaffirmed an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Finally, Scotiabank reiterated an "outperform" rating and set a $510.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $564.27.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s decision to disclose Azure revenue separately beginning in fiscal 2027 is improving visibility into its cloud business. Azure generated $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, while the company’s remaining performance obligations reached $678 billion. The clearer reporting may help investors assess Microsoft’s position against Amazon Web Services and Google Cloud. Microsoft Finally Reveals Azure’s Core
• Positive Sentiment: Stifel raised its Microsoft price target to $530, citing improving Copilot adoption and artificial-intelligence momentum. OpenAI’s launch of GPT-6 Astra could also benefit Microsoft because Azure customers are reportedly already using the model, strengthening the strategic value of Microsoft’s OpenAI relationship. Stifel raises Microsoft price target
• Neutral Sentiment: Microsoft is reorganizing its reporting structure around “Devices and Consumer” and “Agents and Infra.” The change could make AI economics easier to evaluate, but it may also increase scrutiny of spending and margins once the new disclosures begin.
• Negative Sentiment: Investors remain concerned that Microsoft’s AI buildout is becoming increasingly expensive. Capital expenditures reached about $41 billion in the latest quarter, cloud gross margin reportedly fell to roughly 65% from 67%, and the company plans to continue adding data centers and AI capacity. The risk is that depreciation, power and chip costs could delay returns on the large backlog. Microsoft faces pressure despite cloud and AI growth
• Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million. The sale was executed under a pre-arranged Rule 10b5-1 plan, limiting its value as a business signal, but the transaction can still add short-term sentiment pressure after the stock’s run-up. Satya Nadella sells Microsoft stock
• Negative Sentiment: Microsoft is limiting Xbox Game Pass cloud gaming to 15 hours per month for some subscribers as infrastructure costs rise. The move may improve service economics, but it risks frustrating users and weakening Microsoft’s consumer-gaming proposition. Microsoft limits Xbox cloud gaming

Microsoft Profile

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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