Glenview Trust Co Has $184.28 Million Stake in Microsoft Corporation $MSFT

Glenview Trust Co grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.2% in the 1st quarter, HoldingsChannel reports. The firm owned 497,812 shares of the software giant’s stock after acquiring an additional 24,808 shares during the quarter. Microsoft accounts for approximately 2.9% of Glenview Trust Co’s investment portfolio, making the stock its 5th biggest holding. Glenview Trust Co’s holdings in Microsoft were worth $184,275,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the 4th quarter valued at approximately $36,000. Fairway Wealth LLC boosted its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in Microsoft in the 4th quarter valued at approximately $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent research reports. Evercore set a $528.00 target price on Microsoft in a research report on Thursday, July 30th. President Capital raised their target price on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Citizens Jmp reiterated a “market outperform” rating and set a $550.00 price target on shares of Microsoft in a research report on Tuesday, July 28th. CLSA restated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Finally, Truist Financial reaffirmed a “buy” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $558.87.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI growth are the main catalysts. Azure revenue surpassed $100 billion for fiscal 2026, while fourth-quarter cloud revenue increased 43%. Microsoft also exceeded quarterly revenue and earnings expectations, supporting optimism that AI demand is translating into recurring cloud and enterprise revenue. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Microsoft is expanding its AI infrastructure footprint in India. The company opened its largest Indian data-center hub in Hyderabad and signed early customers including Adani Group and HDFC Bank. Microsoft has committed approximately $20.5 billion to its Indian operations, positioning Azure for growth in a large and rapidly developing market. Microsoft Opens Its Largest India Data Center Hub
• Positive Sentiment: Wall Street remains constructive. Analysts have raised price targets, including Tigress Financial’s $690 target, citing durable AI and cloud growth. Microsoft’s strong balance sheet, recurring software revenue and approximately $0.91 quarterly dividend also provide support for the long-term investment case. Tigress Raises Microsoft Price Target
• Neutral Sentiment: OpenAI is a significant growth engine but also a concentration risk. Reports estimate that OpenAI may account for roughly 70% of Microsoft’s AI revenue. The relationship boosts near-term demand, but reliance on one partner could increase volatility if economics, technology preferences or customer concentration change. OpenAI May Account for 70 Percent of Microsoft AI Revenue
• Negative Sentiment: Insider selling and legal notices may temper sentiment. CEO Judson Althoff sold 10,000 shares worth about $4.9 million, following EVP Takeshi Numoto’s sale of approximately $2.4 million. Multiple law firms are also promoting a securities class action with an August 11 lead-plaintiff deadline. These items do not establish wrongdoing, but they can add near-term headline pressure.
• Negative Sentiment: AI investment is increasing execution and margin risks. Large data-center commitments and infrastructure spending are necessary to support demand, but could pressure free cash flow and margins if capacity is built ahead of revenue or component shortages delay deployments. Microsoft’s valuation also leaves less room for disappointment after its sharp rally.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 38,572 shares of company stock worth $17,775,330. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $499.86 on Friday. The company’s fifty day moving average price is $403.86 and its 200-day moving average price is $406.31. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.83, a PEG ratio of 1.57 and a beta of 1.11. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The company 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 firm’s revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.65 EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 19.56 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 20.27%.

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).