Microsoft Corporation $MSFT Stake Reduced by Citizens National Bank Trust Department

Citizens National Bank Trust Department reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,333 shares of the software giant’s stock after selling 357 shares during the quarter. Microsoft comprises about 3.5% of Citizens National Bank Trust Department’s portfolio, making the stock its 4th biggest position. Citizens National Bank Trust Department’s holdings in Microsoft were worth $17,575,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC increased its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the period. Bulwark Capital Corp bought a new stake in Microsoft during the 2nd quarter valued at $32,000. Westend Capital Management LLC boosted its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. LSV Asset Management bought a new position in Microsoft in the fourth quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC raised its holdings in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $517.81 on Friday. The stock has a market cap of $3.85 trillion, a PE ratio of 36.83, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. The business has a 50-day simple moving average of $513.81 and a 200-day simple moving average of $486.83. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on MSFT shares. Wedbush reiterated an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a report on Wednesday, October 22nd. Scotiabank raised their price objective on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Arete Research raised their price objective on Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $634.67.

Microsoft Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.