Trust Co. of Oklahoma Has $9.22 Million Stake in Microsoft Corporation $MSFT

Key Points

• Trust Co. of Oklahoma reduced its Microsoft stake by 4.2% in the second quarter, selling 1,079 shares and retaining 24,719 shares valued at approximately $9.22 million. Microsoft represents about 2.4% of the fund’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported strong quarterly results, with earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst expectations and representing 17.7% year-over-year revenue growth. The company also declared a quarterly dividend of $0.91 per share, or $3.64 annually.
• Analysts remain broadly bullish, with 42 Buy ratings and five Hold ratings and a consensus price target of $562.49. However, insiders sold roughly $53.5 million of stock over the past 90 days, and Microsoft faces concerns over heavy AI infrastructure spending and execution risks.

Trust Co. of Oklahoma trimmed its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,719 shares of the software giant's stock after selling 1,079 shares during the period. Microsoft makes up approximately 2.4% of Trust Co. of Oklahoma's portfolio, making the stock its 9th biggest holding. Trust Co. of Oklahoma's holdings in Microsoft were worth $9,221,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new position in Microsoft in the fourth quarter valued at $34,000. Frankly Finances LLC bought a new position in Microsoft in the second quarter valued at $35,000. Timmons Wealth Management LLC purchased a new stake in Microsoft during the fourth quarter valued at about $36,000. Finally, Fairway Wealth LLC lifted its stake in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

MSFT stock opened at $496.82 on Thursday. The firm's 50-day moving average price is $438.84 and its two-hundred day moving average price is $414.45. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The stock has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 27.66, a PEG ratio of 1.61 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.65 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft's dividend payout ratio is presently 20.27%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was 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 owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 108,335 shares of company stock valued at $53,499,700 in the last 90 days. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on MSFT shares. Royal Bank Of Canada reiterated an "outperform" rating and issued a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Citigroup reissued a "market outperform" rating on shares of Microsoft in a report on Monday. Truist Financial reaffirmed a "buy" rating and issued a $575.00 target price on shares of Microsoft in a research note on Wednesday, July 22nd. Bank of America increased their price target on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday. Finally, Evercore set a $528.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $562.49.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin disclosing quarterly Azure revenue in fiscal 2027 and consolidate its reporting structure from three segments to two. The added transparency should allow investors to compare Azure more directly with Amazon Web Services and Google Cloud and could highlight the scale of AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure growth, improving AI efficiency and more than 30 million paid Microsoft 365 Copilot seats. The bullish view reinforces expectations that Microsoft can convert AI infrastructure spending into higher revenue and earnings. Microsoft's AI strategy accelerates cloud growth and efficiency: analysts
• Positive Sentiment: Microsoft is expanding its AI ecosystem through a 20-year power agreement supporting a planned West Texas data center, a HUMAIN partnership targeting up to one million enterprise users in the Middle East and Africa, and new Microsoft 365 Copilot integrations. These agreements support long-term cloud, infrastructure and productivity growth, although near-term profitability depends on execution. Microsoft Signed a 20-Year AI Power Deal With Chevron
• Neutral Sentiment: An EU court rejected Opera’s challenge to Microsoft Edge’s exemption from certain Digital Markets Act obligations. The ruling reduces an immediate regulatory burden for Edge, but its direct financial effect is likely limited. EU court rejects Opera challenge against Microsoft's Edge exemption
• Negative Sentiment: CEO Satya Nadella sold 86,525 MSFT shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. Although scheduled sales generally do not signal a change in business outlook, the transaction reduced his position by 15.09%; broader insider activity has also consisted entirely of sales over the past six months. Microsoft CEO Satya Nadella Form 4 filing
• Negative Sentiment: Investors remain concerned about Microsoft’s roughly $116 billion in annual property and equipment spending. The AI buildout could drive substantial growth, but depreciation, power constraints and uncertain returns may pressure margins if demand fails to keep pace. Big Tech Spent Over $1 Trillion on AI
• Negative Sentiment: Additional pressure came from reports of a controversial Windows 11 feature, continuing concerns about a Microsoft 365 outage, and criticism surrounding 3,200 Xbox job cuts. These issues may weigh on user sentiment and highlight risks in Microsoft’s consumer and gaming businesses. Xbox layoffs

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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