Park National Corp OH boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 257,453 shares of the software giant's stock after acquiring an additional 5,910 shares during the period. Microsoft accounts for about 2.7% of Park National Corp OH's portfolio, making the stock its 8th biggest position. Park National Corp OH's holdings in Microsoft were worth $96,035,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. BDFS Capital LLC lifted its position in shares of Microsoft by 15.3% during the 2nd quarter. BDFS Capital LLC now owns 5,794 shares of the software giant's stock valued at $2,161,000 after acquiring an additional 771 shares during the period. TCP Asset Management LLC raised its stake in Microsoft by 5.6% in the second quarter. TCP Asset Management LLC now owns 3,010 shares of the software giant's stock valued at $1,123,000 after purchasing an additional 159 shares in the last quarter. Value Partners Investments Inc. raised its stake in Microsoft by 29.1% in the second quarter. Value Partners Investments Inc. now owns 247,817 shares of the software giant's stock valued at $92,295,000 after purchasing an additional 55,856 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC lifted its position in Microsoft by 16.8% during the second quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 86,519 shares of the software giant's stock worth $32,273,000 after purchasing an additional 12,471 shares during the period. Finally, DB Fitzpatrick & Co Inc grew its stake in Microsoft by 4,365.7% during the second quarter. DB Fitzpatrick & Co Inc now owns 4,689 shares of the software giant's stock worth $1,749,000 after buying an additional 4,584 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.
Microsoft Price Performance
MSFT stock opened at $499.70 on Friday. The company has a fifty day moving average price of $444.52 and a 200-day moving average price of $415.80. The company has a market capitalization of $3.71 trillion, a P/E ratio of 27.82, a PEG ratio of 1.61 and a beta of 1.11. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.
Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the previous year, the business earned $3.65 earnings per share. Microsoft's revenue was up 17.7% compared to the same quarter last year. As a group, equities analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.
Microsoft Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's payout ratio is presently 20.27%.
Insiders Place Their Bets
In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated 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 sale, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 108,335 shares of company stock valued at $53,499,700. 0.03% of the stock is currently owned by company insiders.
Key Headlines Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s decision to disclose Azure revenue separately beginning in fiscal 2027 is improving visibility into its cloud business. Azure generated $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, while the company’s remaining performance obligations reached $678 billion. The clearer reporting may help investors assess Microsoft’s position against Amazon Web Services and Google Cloud. Microsoft Finally Reveals Azure’s Core
- Positive Sentiment: Stifel raised its Microsoft price target to $530, citing improving Copilot adoption and artificial-intelligence momentum. OpenAI’s launch of GPT-6 Astra could also benefit Microsoft because Azure customers are reportedly already using the model, strengthening the strategic value of Microsoft’s OpenAI relationship. Stifel raises Microsoft price target
- Neutral Sentiment: Microsoft is reorganizing its reporting structure around “Devices and Consumer” and “Agents and Infra.” The change could make AI economics easier to evaluate, but it may also increase scrutiny of spending and margins once the new disclosures begin.
- Negative Sentiment: Investors remain concerned that Microsoft’s AI buildout is becoming increasingly expensive. Capital expenditures reached about $41 billion in the latest quarter, cloud gross margin reportedly fell to roughly 65% from 67%, and the company plans to continue adding data centers and AI capacity. The risk is that depreciation, power and chip costs could delay returns on the large backlog. Microsoft faces pressure despite cloud and AI growth
- Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million. The sale was executed under a pre-arranged Rule 10b5-1 plan, limiting its value as a business signal, but the transaction can still add short-term sentiment pressure after the stock’s run-up. Satya Nadella sells Microsoft stock
- Negative Sentiment: Microsoft is limiting Xbox Game Pass cloud gaming to 15 hours per month for some subscribers as infrastructure costs rise. The move may improve service economics, but it risks frustrating users and weakening Microsoft’s consumer-gaming proposition. Microsoft limits Xbox cloud gaming
Wall Street Analysts Forecast Growth
MSFT has been the topic of several recent analyst reports. Citizens Jmp reissued a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a report on Tuesday, July 28th. Wolfe Research reiterated an "outperform" rating and set a $550.00 price target on shares of Microsoft in a research report on Thursday, July 30th. CLSA reissued an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. BMO Capital Markets boosted their price objective on shares of Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research report on Thursday, July 30th. Finally, Piper Sandler upped their target price on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 28th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $564.27.
Check Out Our Latest Analysis on MSFT
About Microsoft
(
Free Report)
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).
Featured Articles
Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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.
Before you consider Microsoft, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.
While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming. Learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Get This Free Report