Security National Bank of SO Dak lessened its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.2% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,949 shares of the software giant’s stock after selling 2,151 shares during the period. Microsoft makes up approximately 3.3% of Security National Bank of SO Dak’s portfolio, making the stock its 4th largest position. Security National Bank of SO Dak’s holdings in Microsoft were worth $7,068,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Bank of America Corp DE acquired a new position in shares of Microsoft during the second quarter worth about $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Microsoft by 0.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock valued at $24,013,297,000 after buying an additional 543,172 shares during the last quarter. Legal & General Group Plc acquired a new stake in shares of Microsoft during the second quarter worth about $18,306,443,000. Amundi grew its stake in Microsoft by 12.0% during the 2nd quarter. Amundi now owns 46,694,778 shares of the software giant’s stock worth $17,418,076,000 after buying an additional 5,019,702 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its position in Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.
Microsoft Trading Up 6.7%
Shares of MSFT stock opened at $555.80 on Thursday. The company has a market capitalization of $4.13 trillion, a P/E ratio of 29.01, a price-to-earnings-growth ratio of 1.54 and a beta of 1.05. The company has a current ratio of 1.22, a quick ratio of 1.21 and a debt-to-equity ratio of 0.07. The business’s 50 day moving average is $515.34 and its two-hundred day moving average is $439.42. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $559.15.
Microsoft Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is currently 19.00%.
Wall Street Analysts Forecast Growth
A number of equities research analysts have weighed in on MSFT shares. Wolfe Research upgraded Microsoft from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 29th. Piper Sandler restated an “overweight” rating and set a $650.00 target price (up from $610.00) on shares of Microsoft in a research report on Thursday, October 29th. Citigroup reaffirmed a “market outperform” rating on shares of Microsoft in a report on Thursday, October 29th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a research report on Monday, September 28th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $600.00 price target on shares of Microsoft in a research report on Monday, October 12th. One investment analyst has rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $609.54.
Get Our Latest Research Report on MSFT
Insiders Place Their Bets
In other news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares in the company, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 135,504 shares of company stock valued at $68,138,024. 0.03% of the stock is owned by insiders.
Microsoft News Summary
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Cloud and AI results supported the rally. Microsoft’s fiscal first-quarter revenue rose 19% year over year to $92.28 billion, beating estimates, while Azure growth accelerated and AI adoption continued to expand. Reports also highlighted a $677 billion commercial backlog as evidence of future demand. Article: MSFT Q1 Earnings Call Highlights Azure Growth and AI Spending
- Positive Sentiment: Broader market strength lifted mega-cap technology shares. Microsoft joined a post-election rebound as investors rotated back into AI leaders; the company also reached a record high during the session. Article: Microsoft Stock Hits Record High as Midterm Results Boost AI Infrastructure Bets
- Positive Sentiment: New analytics tools target AI-assisted shopping. Microsoft added features to Clarity that help merchants track how AI agents interact with websites and apps, extending the company’s offerings for businesses adopting agentic AI. Article: Microsoft Clarity Helps Merchants Welcome AI Shopping Agents
- Neutral Sentiment: Microsoft disclosed a $25 billion senior-notes offering. The debt issuance provides financing flexibility, but also adds borrowing and interest obligations. Article: Microsoft Announces $25 Billion Senior Notes Offering
- Negative Sentiment: AI investment remains a key risk. Analysts and commentary flagged substantial infrastructure spending, possible pressure on free cash flow and margins, and political calls for tighter data-center rules that could constrain future expansion. Article: Microsoft: Don’t Get Too Excited About Its Positive FCF
Microsoft Company Profile
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
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