Microsoft Corporation $MSFT Holdings Decreased by AMI Asset Management Corp

Key Points

• AMI Asset Management Corp cut its Microsoft stake by 26.2% in the first quarter, selling 61,005 shares and leaving it with 171,733 shares worth about $63.6 million.
• Microsoft reported a strong quarter, with EPS of $4.27 beating estimates and revenue of $82.89 billion, up 18.3% year over year.
• Wall Street remains largely positive on the stock, with 40 Buy ratings and a consensus Moderate Buy rating, though some analysts have trimmed targets amid concerns about AI spending.

AMI Asset Management Corp decreased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 171,733 shares of the software giant's stock after selling 61,005 shares during the quarter. Microsoft accounts for 4.1% of AMI Asset Management Corp's portfolio, making the stock its 8th largest position. AMI Asset Management Corp's holdings in Microsoft were worth $63,570,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Taylor Securities Services Inc. bought a new position in Microsoft in the fourth quarter worth about $2,616,000. PMG Family Office LLC purchased a new position in shares of Microsoft during the 3rd quarter worth approximately $828,000. Werba Rubin Papier Wealth Management raised its position in shares of Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after acquiring an additional 1,698 shares in the last quarter. SG Americas Securities LLC raised its position in shares of Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock worth $3,262,509,000 after acquiring an additional 6,468,645 shares in the last quarter. Finally, World Investment Advisors lifted its stake in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after purchasing an additional 49,371 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Microsoft Stock Up 0.3%

Shares of Microsoft stock opened at $384.36 on Friday. The company has a 50-day simple moving average of $403.12 and a two-hundred day simple moving average of $414.79. The stock has a market capitalization of $2.86 trillion, a PE ratio of 22.88, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. The firm's revenue for the quarter was up 18.3% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is presently 21.67%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on MSFT. Benchmark restated a "buy" rating and set a $525.00 price target (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Stifel Nicolaus dropped their target price on shares of Microsoft from $415.00 to $400.00 and set a "hold" rating on the stock in a report on Thursday, June 25th. Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. Guggenheim reissued a "buy" rating and set a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. Finally, New Street Research dropped their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Forty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $560.98.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by corporate insiders.

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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