1,342 Microsoft Corporation $MSFT Shares Purchased by Spinnaker Trust

Spinnaker Trust increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,765 shares of the software giant’s stock after acquiring an additional 1,342 shares during the period. Microsoft makes up 2.2% of Spinnaker Trust’s investment portfolio, making the stock its 10th largest holding. Spinnaker Trust’s holdings in Microsoft were worth $44,675,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Greenwood Capital Associates LLC lifted its holdings in shares of Microsoft by 5.0% during the 2nd quarter. Greenwood Capital Associates LLC now owns 74,824 shares of the software giant’s stock valued at $27,911,000 after buying an additional 3,587 shares during the period. Greenleaf Trust increased its position in shares of Microsoft by 1.5% during the 2nd quarter. Greenleaf Trust now owns 296,267 shares of the software giant’s stock valued at $110,514,000 after purchasing an additional 4,452 shares during the last quarter. Trustmark Bank Trust Department boosted its holdings in shares of Microsoft by 0.3% in the second quarter. Trustmark Bank Trust Department now owns 43,531 shares of the software giant’s stock worth $16,238,000 after buying an additional 143 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Microsoft by 0.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock valued at $24,013,297,000 after acquiring an additional 543,172 shares during the period. Finally, New Mexico Educational Retirement Board grew its position in shares of Microsoft by 14.7% during the 2nd quarter. New Mexico Educational Retirement Board now owns 392,261 shares of the software giant’s stock valued at $146,321,000 after acquiring an additional 50,314 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and earnings expectations remain strong. Bank of America reaffirmed its Buy rating and forecast approximately 44.8% Azure growth. Analysts expect quarterly results to be broadly in line with estimates, with Azure strength potentially offsetting heavy investment in AI infrastructure. Microsoft Stock Forecast: BofA Reaffirms Buy Ahead of Earnings
• Positive Sentiment: Microsoft’s custom silicon and security businesses could support future cloud margins. The Maia AI accelerator and other internally developed chips may reduce reliance on Nvidia, improve cost control and retain more economics from Microsoft’s AI services. Investors are also watching whether security growth helps offset data-center expenses. Microsoft: Security And Silicon Set The Stage For Cloud Margin Recovery
• Positive Sentiment: Medical AI results add another potential growth opportunity. Microsoft’s MAI-DxO reportedly diagnosed complex cases more than twice as often as general physicians in a simulation, strengthening the company’s positioning in healthcare AI, although commercialization and regulatory hurdles remain. Microsoft develops AI tool that can diagnose sequentially like a doctor
• Neutral Sentiment: The upcoming report is a major near-term catalyst. Investors will focus on Azure growth, Copilot adoption, AI monetization, capital expenditures, backlog conversion and management’s outlook. The stock is trading near its yearly high, raising expectations for a strong forecast. Microsoft’s Earnings Problem: Even Great May Not Be Enough
• Negative Sentiment: AI spending and market conditions could pressure valuation and margins. Investors have recently sold some technology shares when companies raised infrastructure budgets, while a weaker overall market and higher oil prices have added volatility. Microsoft’s large data-center investment must translate into revenue growth to justify the spending. Microsoft Earnings Report To Focus On AI Momentum, Capex
• Negative Sentiment: Operational and product concerns remain. Microsoft withdrew from a U.K. data-center deal because of power-delivery delays, and Xbox cloud-streaming price changes have generated customer friction. Former CEO Bill Gates has also warned about AI safety risks, potentially increasing regulatory scrutiny. Microsoft pulls out of UK Nscale data centre deal over power delay

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated 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 transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Hood sold 7,305 shares of the firm’s stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the completion of the transaction, the executive vice president directly owned 555,396 shares of the company’s stock, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on MSFT shares. Melius Research set a $665.00 price target on Microsoft and gave the stock a “buy” rating in a research report on Monday, October 5th. Raymond James Financial downgraded shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a report on Wednesday, September 23rd. Scotiabank increased their target price on Microsoft from $510.00 to $615.00 and gave the stock an “outperform” rating in a research report on Monday, October 5th. Bank of America lifted their price objective on shares of Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research report on Tuesday, September 1st. Finally, CLSA restated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Forty-three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $592.15.

Microsoft Stock Performance

NASDAQ MSFT opened at $524.51 on Friday. The business’s 50 day moving average price is $508.51 and its 200-day moving average price is $446.17. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a market cap of $3.90 trillion, a P/E ratio of 29.20, a P/E/G ratio of 1.67 and a beta of 1.10. 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) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the previous year, the business posted $3.65 earnings per share. The business’s revenue was up 17.7% compared to the same quarter last year. Sell-side analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft’s payout ratio is 20.27%.

Microsoft Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.