Greenleaf Trust Has $110.51 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Greenleaf Trust increased its Microsoft stake by 1.5% in the second quarter, holding 296,267 shares valued at $110.51 million. Microsoft represents 1.1% of the trust’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst expectations, with revenue up 17.7% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $564.27.
• The company raised its quarterly dividend to $0.98 from $0.91, while continued Azure and AI growth support the bullish outlook. However, insider selling, heavy AI infrastructure spending and potential copyright-related liabilities remain risks.

Greenleaf Trust boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 296,267 shares of the software giant's stock after buying an additional 4,452 shares during the period. Microsoft comprises 1.1% of Greenleaf Trust's portfolio, making the stock its 9th largest holding. Greenleaf Trust's holdings in Microsoft were worth $110,514,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Trustmark Bank Trust Department lifted its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Trustmark Bank Trust Department now owns 43,531 shares of the software giant's stock worth $16,238,000 after acquiring an additional 143 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Microsoft by 0.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant's stock valued at $24,013,297,000 after acquiring an additional 543,172 shares during the period. New Mexico Educational Retirement Board raised its position in Microsoft by 14.7% in the second quarter. New Mexico Educational Retirement Board now owns 392,261 shares of the software giant's stock worth $146,321,000 after purchasing an additional 50,314 shares in the last quarter. Royal London Asset Management Ltd. raised its position in Microsoft by 2.1% in the second quarter. Royal London Asset Management Ltd. now owns 5,802,929 shares of the software giant's stock worth $2,164,609,000 after purchasing an additional 117,089 shares in the last quarter. Finally, Mufg Securities Americas Inc. lifted its stake in Microsoft by 8.9% during the second quarter. Mufg Securities Americas Inc. now owns 223,734 shares of the software giant's stock worth $83,457,000 after purchasing an additional 18,306 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure and AI businesses remain the primary bullish catalysts. Analysts point to accelerating cloud growth, broad enterprise adoption and Microsoft’s distribution advantage through Azure, Microsoft 365 and Copilot. These Magnificent Seven Members Still Look Cheap
• Positive Sentiment: Causaly expanded its collaboration with Microsoft, making its agentic scientific-research tools available within Microsoft Copilot, Microsoft 365 and Teams. The deal supports Microsoft’s strategy of adding specialized AI workflows to its enterprise software ecosystem. Causaly is Now Available in Microsoft Copilot
• Positive Sentiment: Microsoft’s 8% quarterly dividend increase reinforces its strong cash generation and provides shareholder support, although the company continues to invest heavily in cloud and AI infrastructure. Microsoft Slips as Its Quarterly Dividend Climbs 8%
• Neutral Sentiment: Microsoft AI chief Mustafa Suleyman called recent reports of concerning model behavior at OpenAI a “serious situation” and emphasized the need for controllable, human-aligned AI. The comments highlight Microsoft’s safety focus but also underscore reputational and product-liability risks across the sector. OpenAI's latest AI revelation is a serious situation
• Negative Sentiment: Unsealed filings reportedly include Microsoft and OpenAI employees’ concerns that AI training on millions of news articles could amount to the “largest theft of labor in human history.” The disclosures may weaken the companies’ fair-use defense and increase potential litigation, licensing and regulatory costs. OpenAI, Microsoft executives' quotes on AI training threaten copyright defense
• Negative Sentiment: Reports of insider selling added to near-term sentiment pressure, while Microsoft faces competitive challenges from Salesforce’s AIforce and ongoing debate over whether its substantial AI spending will generate adequate returns. Microsoft Trading Down After Insider Selling

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $493.78 on Monday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The firm's 50-day simple moving average is $466.97 and its 200 day simple moving average is $422.94. 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 company has a market cap of $3.67 trillion, a price-to-earnings ratio of 27.49, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter last year, the company posted $3.65 EPS. The company's quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.61 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. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is 21.83%.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent analyst reports. UBS Group set a $525.00 price objective on Microsoft in a research note on Thursday, July 30th. BMO Capital Markets upped their target price on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a report on Thursday, July 30th. Mizuho dropped their target price on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Tigress Financial lifted their price target on shares of Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Finally, Stifel Nicolaus boosted their price target on shares of Microsoft from $450.00 to $530.00 and gave the company a "hold" rating in a research report on Friday, September 4th. 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 a consensus price target of $564.27.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The shares were 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 owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. 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 90 days, insiders have sold 143,009 shares of company stock worth $71,420,699. Company insiders own 0.03% of the company's stock.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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