AMG National Trust Bank Sells 1,347 Shares of Microsoft Corporation $MSFT

AMG National Trust Bank decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 70,907 shares of the software giant’s stock after selling 1,347 shares during the period. Microsoft accounts for 0.9% of AMG National Trust Bank’s holdings, making the stock its 25th biggest position. AMG National Trust Bank’s holdings in Microsoft were worth $36,726,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. IRON Financial LLC boosted its holdings in shares of Microsoft by 23.2% in the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. acquired a new stake in shares of Microsoft in the second quarter worth $9,941,000. Sound View Wealth Advisors Group LLC raised its holdings in shares of Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after purchasing an additional 2,373 shares during the last quarter. Trifecta Capital Advisors LLC lifted its position in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after purchasing an additional 1,572 shares during the period. Finally, Weaver Capital Management LLC lifted its position in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after purchasing an additional 2,247 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Jefferies reiterates a bullish view on Microsoft, naming MSFT its leading AI investment and assigning a $675 price target — a vote of confidence that supports upside for the stock. Jefferies Names Microsoft (MSFT) Stock Its Leading AI Investment With $675 Price Target
• Positive Sentiment: Microsoft signed an AI collaboration with Codelco (Chile’s state miner) to evaluate AI, automation and analytics for mining — another enterprise win that strengthens Azure/Microsoft AI cash flows over time. Codelco, Microsoft sign AI deal for mining operations
• Positive Sentiment: OpenAI’s large funding round and continued strategic ties give Microsoft breathing room around its AI investments and partnerships, reducing near-term partnership tail-risk. OpenAI Funding Gives Microsoft (MSFT) Stock Breathing Space
• Neutral Sentiment: Microsoft says it will continue integrating Anthropic’s Claude into products despite the Pentagon labeling Anthropic a “supply chain risk” — continuity for product roadmaps but with some government-contract uncertainty. Microsoft (MSFT) Maintains Anthropic Claude Integration Despite Pentagon Supply Chain Ban
• Neutral Sentiment: Google and Microsoft both said Anthropic remains available for non-defense projects, which limits immediate disruption but keeps regulatory headlines in play. Google joins Microsoft in telling users Anthropic is still available outside defense projects
• Neutral Sentiment: Options strategists and some investors view the pullback as a buying opportunity (protective collar strategies highlighted), indicating increased interest from longer-term/hedged buyers even amid volatility. Trade the Deep Value and Dubious Option Pricing in Microsoft Stock with This 1 Great Options Strategy
• Negative Sentiment: Analysts and commentators flag downside risk before MSFT can justify very high targets — concerns center on heavy AI-related capex, moderating Azure growth and margin pressure despite long-term upside. That debate is creating selling pressure and volatility. Buy the Dip or Wait? Analyst Flags Downside Risk Before $680 Breakout In Microsoft (MSFT) Stock
• Negative Sentiment: Regulatory risk: Japan’s antitrust probe into Microsoft’s cloud/software practices adds regional legal uncertainty that could weigh on valuation multiple or deal activity in Asia. Microsoft Faces Japan Antitrust Probe As Gaming Shifts And AI Deals Grow
• Negative Sentiment: Broader market pressures — rising yields, higher energy prices and sector rotation — are pulling down high-multiple software names; Microsoft’s heavy AI spend makes it more sensitive to sentiment swings despite strong fundamentals. How Microsoft Stock Falls To $325?

Insider Activity at Microsoft

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.03% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MSFT. Phillip Securities raised Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Mizuho decreased their price objective on Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Citigroup lowered their target price on Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft dropped their target price on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of Microsoft in a report on Monday, March 2nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $591.95.

Microsoft Trading Down 0.4%

MSFT stock opened at $408.96 on Monday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market cap of $3.04 trillion, a P/E ratio of 25.58, a PEG ratio of 1.60 and a beta of 1.10. The company’s 50-day simple moving average is $435.41 and its 200-day simple moving average is $479.38.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.23 EPS. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Company Profile

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).