First National Bank of Hutchinson Sells 1,943 Shares of Microsoft Corporation $MSFT

First National Bank of Hutchinson decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 15,683 shares of the software giant's stock after selling 1,943 shares during the quarter. Microsoft accounts for approximately 3.7% of First National Bank of Hutchinson's investment portfolio, making the stock its 7th biggest holding. First National Bank of Hutchinson's holdings in Microsoft were worth $5,805,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC grew its holdings in 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. Shepherd Kaplan Krochuk LLC lifted its stake in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC lifted its stake in Microsoft by 3.1% during 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 in the last quarter. Pollock Investment Advisors LLC boosted its holdings in Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after acquiring an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC boosted its holdings in Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after acquiring an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q4 revenue of approximately $90.0 billion, up 18% year over year and above the $87.6 billion consensus estimate. Adjusted earnings of $4.74 per share also exceeded expectations of $4.21, marking the company’s 14th consecutive “double beat.” Microsoft Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Azure revenue grew 43%, exceeding analysts’ expectations of roughly 40%, and the cloud platform surpassed $100 billion in annual revenue. The results eased concerns that Microsoft’s AI infrastructure investments may be outpacing customer demand. Microsoft Tops Quarterly Cloud Growth Estimates
• Positive Sentiment: Microsoft said Microsoft 365 Copilot reached 30 million paid seats, providing evidence of growing monetization for its AI products. The company also recorded a $3.2 billion gain from its Anthropic investment, although returns from its OpenAI investment were more mixed. Azure Crosses $100 Billion in Annual Revenue
• Positive Sentiment: Microsoft maintained its AI capital-expenditure outlook rather than following Alphabet’s recent increase. Investors viewed the spending discipline as supportive of margins and free cash flow, while first-quarter fiscal 2027 revenue guidance of $89.9 billion to $91.0 billion was slightly above consensus. Microsoft Keeps Capex Forecast Unchanged
• Neutral Sentiment: Investors had positioned for an unusually large post-earnings move, with options implying roughly a 6% to 7% swing. This elevated volatility reflects the importance of Microsoft’s results to the broader AI investment theme.
• Negative Sentiment: Microsoft faces a U.K. regulatory investigation into whether customers were misled about Microsoft 365 Personal and Family subscription pricing. The probe creates potential reputational and compliance risks, though its near-term financial impact is unclear. UK Regulator Investigates Microsoft Over 365 Subscriptions
• Negative Sentiment: Disney’s decision to replace GitHub Copilot with OpenAI’s Codex highlights intensifying competition in AI coding tools. Multiple shareholder lawsuits concerning alleged Copilot and Azure disclosures also remain an overhang.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction 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 directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.7%

MSFT opened at $390.54 on Thursday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company's 50-day moving average price is $396.43 and its two-hundred day moving average price is $405.74. The stock has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.25, a PEG ratio of 1.20 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the business posted $3.65 EPS. As a group, equities analysts expect that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Analyst Ratings Changes

Several brokerages have recently commented on MSFT. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 target price for the company in a report on Wednesday, May 13th. Oppenheimer restated an "outperform" rating and set a $515.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. Scotiabank raised shares of Microsoft from an "outperform" rating to an "outperform" rating in a research report on Monday, July 6th. Stifel Nicolaus decreased their price objective on shares of Microsoft from $415.00 to $400.00 and set a "hold" rating for the company in a research note on Thursday, June 25th. Finally, Sanford C. Bernstein reissued an "outperform" rating and set a $646.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $554.73.

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).

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