Arvest Bank Trust Division Has $39.66 Million Holdings in Microsoft Corporation $MSFT

Arvest Bank Trust Division grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 29.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 107,151 shares of the software giant's stock after purchasing an additional 24,497 shares during the period. Microsoft comprises 2.2% of Arvest Bank Trust Division's portfolio, making the stock its 14th largest holding. Arvest Bank Trust Division's holdings in Microsoft were worth $39,664,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the 2nd 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. Bernzott Capital Advisors acquired a new stake in Microsoft during the fourth quarter valued at $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC grew its stake in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation purchased a new position in Microsoft in the second quarter valued at about $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value 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. This represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 38,572 shares of company stock worth $17,775,330. Company insiders own 0.03% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on MSFT shares. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research note on Thursday, July 30th. CLSA restated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. BNP Paribas Exane cut their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday, May 1st. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. Finally, Wedbush reissued an "outperform" rating and issued a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. 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 company currently has an average rating of "Moderate Buy" and a consensus target price of $558.87.

Microsoft Price Performance

NASDAQ MSFT opened at $499.99 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company has a fifty day simple moving average of $404.86 and a 200 day simple moving average of $406.96. 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 cap of $3.71 trillion, a P/E ratio of 27.84, a P/E/G ratio of 1.61 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the firm posted $3.65 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 19.58 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is presently 20.27%.

Microsoft Company 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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source