Microsoft Corporation $MSFT Holdings Increased by Pioneer Trust Bank N A OR

Pioneer Trust Bank N A OR increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,868 shares of the software giant’s stock after acquiring an additional 2,112 shares during the quarter. Microsoft comprises about 6.3% of Pioneer Trust Bank N A OR’s investment portfolio, making the stock its 2nd biggest holding. Pioneer Trust Bank N A OR’s holdings in Microsoft were worth $25,863,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in 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 in the last quarter. Bernzott Capital Advisors bought a new position in Microsoft during the 4th quarter valued at approximately $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC boosted its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares in the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the fourth quarter worth $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure
• Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings
• Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending
• Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

Analyst Ratings Changes

Several equities analysts have recently weighed in on MSFT shares. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a report on Monday, May 4th. Wolfe Research cut their price objective on shares of Microsoft from $570.00 to $525.00 and set an “outperform” rating on the stock in a research report on Monday, July 6th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Microsoft in a research note on Monday. Argus decreased their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. Finally, Truist Financial cut their price target on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Forty-two research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average price target of $557.46.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last three months. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Up 2.2%

Microsoft stock opened at $402.29 on Tuesday. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The business’s fifty day moving average is $400.07 and its 200 day moving average is $410.17. The stock has a market capitalization of $2.99 trillion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. 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 (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.46 earnings per share. On average, sell-side analysts predict that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 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).