MidFirst Bank acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 109,096 shares of the software giant’s stock, valued at approximately $52,761,000. Microsoft makes up about 4.1% of MidFirst Bank’s holdings, making the stock its 4th largest holding.
Other hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at about $44,000. Institutional investors own 71.13% of the company’s stock.
Analyst Upgrades and Downgrades
Several research analysts have recently commented on MSFT shares. William Blair reiterated an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Raymond James Financial lowered Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Benchmark reaffirmed a “buy” rating and issued a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. BMO Capital Markets lowered their price objective on Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research report on Tuesday, April 28th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.
Trending Headlines about Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
- Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft’s Boring Stock Story May Be Its Biggest Strength
- Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
- Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
- Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
- Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine
Insider Buying and Selling
In related news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction on Wednesday, June 10th. The shares were 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 approximately $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. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last quarter. 0.03% of the stock is owned by company insiders.
Microsoft Price Performance
Shares of NASDAQ:MSFT opened at $379.40 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a market cap of $2.82 trillion, a PE ratio of 22.58, a P/E/G ratio of 1.37 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock’s 50-day moving average is $412.37 and its 200 day moving average is $425.58.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the business posted $3.46 EPS. Sell-side analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.
Microsoft Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.
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).
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