3,518 Shares in Microsoft Corporation $MSFT Acquired by AMG Asset Management Group Inc.

AMG Asset Management Group Inc. purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 3,518 shares of the software giant’s stock, valued at approximately $1,701,000. Microsoft accounts for approximately 5.5% of AMG Asset Management Group Inc.’s holdings, making the stock its 7th largest holding.

Several other institutional investors have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew 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 acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the 4th quarter worth $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the fourth quarter worth $36,000. Fairway Wealth LLC grew its stake 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 purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation purchased a new position in Microsoft in the second quarter valued at $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction 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. The trade was a 8.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on MSFT. UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Guggenheim reiterated a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Evercore dropped their price objective on Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. New Street Research decreased their target price on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a 20-year power agreement with Chevron for Project Kilby, a 2.67-gigawatt natural-gas-powered data center in West Texas. The deal underscores Microsoft’s commitment to expanding AI/cloud capacity and helps secure long-term electricity for its growing data center needs. Article: Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Several articles argue Microsoft’s selloff has made the stock attractive, citing history that suggests a rebound and pointing to still-strong AI and cloud fundamentals. These pieces may be encouraging bargain hunters and long-term investors. Article: History Suggests a Rebound Ahead, Says Top Investor About Microsoft Stock
• Positive Sentiment: Microsoft is also being highlighted for new AI banking connections and deeper enterprise AI integrations, reinforcing the idea that its AI monetization story is still progressing. Article: Microsoft Stock (NASDAQ:MSFT) Notches Up With New AI Banking Connections
• Neutral Sentiment: Market commentary around Satya Nadella’s remarks suggests Microsoft wants broader, cheaper, and more trusted AI rather than a winner-take-all model race. That may help the company strategically, but it is more of a long-term positioning story than an immediate stock catalyst. Article: Why Microsoft Needs to Carve its Own AI Path
• Negative Sentiment: Microsoft is facing fresh securities class action/lawsuit headlines tied to alleged disclosures about Copilot and Azure. Even if the legal impact is uncertain, this adds an overhang for investors. Article: Class Action Lawsuit Has Been Filed Against Microsoft Corporation
• Negative Sentiment: Bearish notes continue to question whether Microsoft’s best growth days are behind it, and some analysts are keeping a cautious stance despite the lower valuation. That skepticism can limit upside in the near term. Article: Microsoft: The Best Days Are Behind It

Microsoft Stock Up 1.8%

Microsoft stock opened at $373.94 on Wednesday. The company has a market capitalization of $2.78 trillion, a P/E ratio of 22.26, a PEG ratio of 1.32 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The stock has a 50-day simple moving average of $412.32 and a 200-day simple moving average of $423.55.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the business posted $3.46 EPS. Equities research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

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

Microsoft 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).