Legacy Private Trust Co. Has $36.74 Million Holdings in Microsoft Corporation $MSFT

Legacy Private Trust Co. boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 70,940 shares of the software giant’s stock after acquiring an additional 1,729 shares during the period. Microsoft accounts for 2.2% of Legacy Private Trust Co.’s investment portfolio, making the stock its 7th largest holding. Legacy Private Trust Co.’s holdings in Microsoft were worth $36,743,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the last quarter. Bulwark Capital Corp bought a new position in shares of Microsoft in the 2nd quarter worth about $32,000. Westend Capital Management LLC raised its position in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares in the last quarter. LSV Asset Management acquired a new position in shares of Microsoft in the 4th quarter valued at about $44,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the 2nd quarter valued at about $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

MSFT opened at $485.92 on Monday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.56, a PEG ratio of 1.82 and a beta of 1.07. The company’s fifty day moving average price is $499.78 and its two-hundred day moving average price is $503.29. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10.

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 analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period last year, the company earned $3.30 earnings per share. The business’s revenue was up 18.4% on a year-over-year basis. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Analyst Ratings Changes

A number of brokerages have weighed in on MSFT. Melius Research lifted their target price on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Redburn Partners set a $560.00 price objective on shares of Microsoft in a research note on Wednesday, October 22nd. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. BNP Paribas Exane raised their price target on shares of Microsoft from $630.00 to $632.00 and gave the stock an “outperform” rating in a report on Monday, November 3rd. Finally, Cantor Fitzgerald set a $639.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $631.03.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and coverage point to improving AI economics — reports say Azure AI margins are positive and revenue is likely to beat estimates, supporting near-term earnings upside and giving investors confidence in cloud monetization. Azure AI margins article
• Positive Sentiment: Microsoft pledged $17.5 billion of investment in AI and cloud infrastructure in India — a large, long-term growth initiative that should expand Azure adoption and enterprise spending in a major emerging market. India investment article
• Positive Sentiment: New enterprise partnerships (Cognizant, Infosys, TCS, Wipro) and a Cognizant-led push to scale Microsoft 365/GitHub Copilot & agentic AI deployments could accelerate commercial adoption and drive higher software and Azure consumption. Partnerships article
• Positive Sentiment: Microsoft joined the U.S. “Genesis Mission” AI initiative alongside top AI firms — positioning MSFT to capture government and scientific AI spend and reinforcing strategic leadership in national AI programs. Genesis Mission article
• Positive Sentiment: Partner-channel and device news helped sentiment — LG’s reported backpedal on making Copilot mandatory drove a small positive knee-jerk move, easing concerns about forced integrations and signaling partner flexibility. LG Copilot article
• Neutral Sentiment: Market commentary frames MSFT as a durable AI/dividend play — pieces highlighting dividend/long-term strength keep buy-and-hold narratives alive but are unlikely to move price materially on their own. MarketBeat dividend article
• Neutral Sentiment: Consumer-product updates (Office 2024 upgrade) and legacy product refreshes support steady software sales, but are lower-impact versus cloud/AI developments. Office 2024 article
• Negative Sentiment: Jim Cramer warned that Microsoft “requires mass spending” to keep Azure competitive — a direct headline that reinforces investor worries about rising capex and margin pressure as MSFT scales data centers and AI infrastructure. Cramer spending article
• Negative Sentiment: Broader AI/tech jitters and commentary about “ballooning” capex have pressured the stock in recent weeks; that narrative could cap multiple expansion until evidence of durable margin recovery is clear. CapEx concerns article

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).