Microsoft Corporation $MSFT Shares Acquired by Midwest Trust Co

Midwest Trust Co raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.3% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 779,476 shares of the software giant’s stock after purchasing an additional 39,281 shares during the period. Microsoft accounts for approximately 3.6% of Midwest Trust Co’s investment portfolio, making the stock its 4th biggest position. Midwest Trust Co’s holdings in Microsoft were worth $288,539,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC raised its holdings in 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 purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC increased its position in shares of 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 buying an additional 66 shares during the period. Finally, University of Illinois Foundation bought a new position in Microsoft during the second quarter worth $50,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Phillip Securities upgraded shares of Microsoft to a “buy” rating and set a $485.00 target price on the stock in a report on Wednesday, May 13th. Mizuho lowered their price objective on Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research report on Wednesday, July 15th. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Tigress Financial raised their target price on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Monday, May 4th. Forty-two research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $555.40.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article
• Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article
• Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article
• Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article
• Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article
• Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article

Microsoft Price Performance

MSFT stock opened at $381.70 on Monday. The stock has a market capitalization of $2.84 trillion, a PE ratio of 22.72, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. The company’s 50-day moving average is $398.21 and its 200-day moving average is $407.62. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the business posted $3.46 EPS. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 16.7 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

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).