First American Bank Grows Stake in Microsoft Corporation $MSFT

First American Bank grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.1% during the second quarter, HoldingsChannel reports. The institutional investor owned 199,356 shares of the software giant’s stock after buying an additional 191 shares during the period. Microsoft accounts for 6.8% of First American Bank’s portfolio, making the stock its 2nd largest position. First American Bank’s holdings in Microsoft were worth $99,162,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the business. Bulwark Capital Corp purchased a new stake in shares of Microsoft in the second quarter valued at approximately $32,000. Westend Capital Management LLC boosted its holdings in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. Ball & Co Wealth Management Inc. purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $31,000. Newton One Investments LLC boosted its holdings in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the period. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $510.96 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a fifty day moving average price of $513.12 and a 200-day moving average price of $472.29. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market cap of $3.80 trillion, a PE ratio of 37.46, a P/E/G ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 EPS. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on MSFT shares. Mizuho boosted their price target on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a report on Thursday, July 31st. Evercore ISI upped their target price on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. DA Davidson upped their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Cantor Fitzgerald upped their target price on Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.