MassMutual Private Wealth & Trust FSB Sells 5,342 Shares of Microsoft Corporation $MSFT

MassMutual Private Wealth & Trust FSB cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.4% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 363,800 shares of the software giant’s stock after selling 5,342 shares during the quarter. Microsoft comprises 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 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Longfellow Investment Management Co. LLC boosted its holdings in 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 purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft in the 4th quarter valued at about $36,000. Fairway Wealth LLC lifted its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the fourth quarter worth about $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Microsoft

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 Performance

MSFT opened at $481.63 on Wednesday. The firm’s fifty day simple moving average is $414.21 and its two-hundred day simple moving average is $408.06. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a market cap of $3.58 trillion, a price-to-earnings ratio of 26.82, a PEG ratio of 1.59 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last released its 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 business had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the previous year, the company earned $3.65 earnings per share. The company’s quarterly revenue was up 17.7% on a year-over-year basis. Equities analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. BMO Capital Markets lifted their price target on Microsoft from $500.00 to $515.00 and gave the company an “outperform” rating in a research report on Thursday, July 30th. Evercore set a $528.00 price objective on Microsoft in a research report on Thursday, July 30th. Citizens Jmp reaffirmed a “market outperform” rating and set a $550.00 price objective on shares of Microsoft in a research note on Tuesday, July 28th. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, July 24th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. Forty-two 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 presently has a consensus rating of “Moderate Buy” and an average price target of $560.27.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft 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 sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 10,000 shares of the business’s 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 sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,310 shares of company stock worth $17,256,219 over the last ninety days. Corporate insiders own 0.03% of the company’s stock.

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).