Farmers National Bank Acquires 2,539 Shares of Microsoft Corporation $MSFT

Farmers National Bank grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 5.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 50,678 shares of the software giant’s stock after purchasing an additional 2,539 shares during the quarter. Microsoft makes up approximately 6.2% of Farmers National Bank’s holdings, making the stock its biggest holding. Farmers National Bank’s holdings in Microsoft were worth $26,249,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. AlphaQuest LLC grew its holdings in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the period. BLVD Private Wealth LLC raised its stake in Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after buying an additional 19 shares during the period. Foundation Wealth Management LLC PA lifted its position in shares of Microsoft by 1.6% in the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after buying an additional 20 shares during the last quarter. Longfellow Investment Management Co. LLC lifted its position in shares of 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 buying an additional 20 shares during the last quarter. Finally, Magnolia Capital Management Ltd. boosted its stake in shares of Microsoft by 0.3% during the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after acquiring an additional 20 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of Microsoft stock opened at $381.35 on Friday. 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 stock has a market capitalization of $2.83 trillion, a price-to-earnings ratio of 23.85, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a 50-day simple moving average of $418.85 and a two-hundred day simple moving average of $472.25.

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

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio is currently 22.76%.

Insiders Place Their Bets

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms recently weighed in on MSFT. Robert W. Baird set a $540.00 price target on Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. BMO Capital Markets reduced their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $641.00 price objective (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $590.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $591.87.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: OpenAI tie-up is driving new customer wins and adoption of Microsoft AI products, supporting recurring revenue growth and Copilot monetization. How Microsoft’s (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
• Positive Sentiment: Analysts point to an AI-fueled Azure surge and a large enterprise backlog (reported as a material competitive edge vs. peers like Adobe), supporting medium-term revenue upside. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
• Positive Sentiment: Strategic partner activity (e.g., Accenture collaborations and ecosystem integrations) reinforces Microsoft’s position in enterprise security and AI services, which can deepen customer stickiness and drive incremental services revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Neutral Sentiment: Traders and retail investors are seeing increased options activity and yield strategies (but these are tactical, not fundamental). Some traders propose structured trades (butterfly, income ETFs) to play the pullback. Transform Microsoft Stock Weakness Into A $1,700 Payoff With A Butterfly Trade
• Neutral Sentiment: Large-cap active ETFs continue to hold Microsoft as a core position, which can stabilize flows even during sell-offs (institutional ETF flows are a background influence on demand).
• Negative Sentiment: OpenAI exclusivity appears at risk as OpenAI talks with Amazon, and reports say Microsoft is considering legal action — a potential breakdown of the partnership would materially weaken MSFT’s AI moat and Azure demand assumptions. Microsoft Weighs Legal Fight As OpenAI Amazon Talks Test Azure Edge
• Negative Sentiment: Policy/contract changes in local government dealings (NDAs and procurement) have been cited as a trigger for some municipal and public-sector deals to slow, which analysts say pressured the stock in intraday trading. No More NDAs: Microsoft Stock (NASDAQ:MSFT) Slumps After Change in Local Government Dealings
• Negative Sentiment: Security incidents continue to create headlines: a U.S. agency urged firms to harden a Microsoft endpoint tool after the Stryker attack, and reports of SharePoint being used as an attack vector raise enterprise risk and potential remediation costs. These keep risk-premiums elevated for MSFT. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Investors remain concerned about rising infrastructure and AI compute costs that have pressured margins despite solid top-line beats; commentary that the stock has been “slammed” this year reflects worry about near-term margin compression and valuation re-rating. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?

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).