Microsoft Corporation $MSFT is MassMutual Private Wealth & Trust FSB's 4th Largest Position

Key Points

• MassMutual Private Wealth & Trust FSB trimmed its Microsoft position by 1.4% in the second quarter, selling 5,342 shares. It still held 363,800 shares worth approximately $135.7 million, making Microsoft its fourth-largest portfolio holding and representing 3.5% of assets.
• Microsoft reported stronger-than-expected quarterly results, with earnings of $4.74 per share and revenue of $90.01 billion, up 17.7% year over year. Azure growth and rising Microsoft 365 Copilot adoption remain key drivers of the company’s AI monetization strategy.
• Analyst sentiment remains positive, with 42 Buy ratings and five Holds producing a “Moderate Buy” consensus and an average price target of $560.27. Microsoft also declared a quarterly dividend of $0.91 per share, while insiders sold 37,310 shares worth $17.3 million during the last quarter.

MassMutual Private Wealth & Trust FSB lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 363,800 shares of the software giant's stock after selling 5,342 shares during the quarter. Microsoft makes up about 3.5% of MassMutual Private Wealth & Trust FSB's portfolio, making the stock its 4th biggest position. MassMutual Private Wealth & Trust FSB's holdings in Microsoft were worth $135,705,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% in the second 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. Shepherd Kaplan Krochuk LLC grew its holdings in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC increased its position 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 purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC increased its position in Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after purchasing an additional 21 shares during the period. Finally, Better Money Decisions LLC raised its holdings in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after purchasing an additional 21 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and Copilot momentum remain the primary catalysts. Azure reportedly surpassed $100 billion in annual revenue, while Microsoft 365 Copilot exceeded 30 million paid seats. Those milestones reinforce the view that Microsoft is beginning to monetize its AI investments at scale. Price Prediction: One Number Could Decide How High Microsoft Goes in 2027
• Positive Sentiment: Strong quarterly results continue to support the bull case. Microsoft’s latest report showed earnings per share of $4.74 versus a $4.24 consensus estimate and revenue of $90.01 billion, up 17.7% year over year. Cloud computing and AI helped drive roughly 30% profit growth. These Telltale Signs Cue Microsoft Investors Despite Earnings Surge
• Positive Sentiment: Enterprise adoption and partnerships are broadening demand. Swiss companies are increasing their use of Microsoft’s AI and cloud products, with governance and data sovereignty controls supporting adoption. S&P Global also expanded its integration of AI-ready data into Microsoft 365 Copilot workflows. Swiss Enterprises Prioritize Microsoft AI Governance
• Positive Sentiment: Analyst and institutional sentiment remains constructive. William Blair reaffirmed a Buy rating, citing early AI monetization, while Altarock Partners increased its Microsoft position. Microsoft Buy Rating Reaffirmed

Microsoft Stock Up 0.3%

Shares of MSFT stock opened at $481.63 on Wednesday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The stock's fifty day moving average price is $414.21 and its 200 day moving average price is $408.06. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market cap of $3.58 trillion, a price-to-earnings ratio of 26.82, a price-to-earnings-growth ratio of 1.59 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates 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 return on equity of 31.98% and a net margin of 40.31%.The firm's revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 earnings per share. On average, research analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 yield of 0.8%. Microsoft's dividend payout ratio (DPR) is 20.27%.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research note on Monday, August 10th. CLSA reiterated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. DZ Bank reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. DA Davidson restated a "buy" rating and set a $550.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, China Renaissance dropped their price objective on Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a research report on Monday, May 4th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Insider Buying and Selling

In other Microsoft 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 transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,310 shares of company stock valued at $17,256,219 over the last quarter. 0.03% of the stock is owned by company insiders.

About Microsoft

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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