Microsoft Corporation $MSFT is AMI Asset Management Corp’s Largest Position

AMI Asset Management Corp reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 238,643 shares of the software giant’s stock after selling 4,839 shares during the quarter. Microsoft accounts for about 6.9% of AMI Asset Management Corp’s investment portfolio, making the stock its largest position. AMI Asset Management Corp’s holdings in Microsoft were worth $123,605,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Rebalance LLC lifted its holdings in shares of Microsoft by 0.6% during the 3rd quarter. Rebalance LLC now owns 4,035 shares of the software giant’s stock worth $2,090,000 after acquiring an additional 26 shares during the last quarter. John W. Brooker & Co. CPAs lifted its stake in Microsoft by 45.3% during the third quarter. John W. Brooker & Co. CPAs now owns 1,162 shares of the software giant’s stock worth $602,000 after purchasing an additional 362 shares during the last quarter. MBL Wealth LLC boosted its holdings in shares of Microsoft by 5.0% in the 3rd quarter. MBL Wealth LLC now owns 19,735 shares of the software giant’s stock worth $10,222,000 after purchasing an additional 948 shares in the last quarter. Regent Peak Wealth Advisors LLC bought a new position in shares of Microsoft during the 3rd quarter valued at about $13,900,000. Finally, Silverleafe Capital Partners LLC increased its position in shares of Microsoft by 11.8% during the 3rd quarter. Silverleafe Capital Partners LLC now owns 8,093 shares of the software giant’s stock valued at $4,192,000 after purchasing an additional 857 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $472.85 on Tuesday. The stock has a market capitalization of $3.51 trillion, a price-to-earnings ratio of 33.63, a PEG ratio of 1.77 and a beta of 1.07. The firm’s 50-day moving average price is $492.29 and its two-hundred day moving average price is $503.98. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same period last year, the firm earned $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. As a group, equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is 25.89%.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Key Stores Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Strategic AI/data-engineering deal — Microsoft acquired Seattle data‑engineering startup Osmos to automate data pipelines, strengthening Azure’s data and AI stack and supporting enterprise adoption of “autonomous data engineering.” This is a clear product/capability positive for long‑term cloud and AI revenue. Read More.
• Positive Sentiment: Big investor interest — Peter Thiel’s Thiel Macro built a large new position in Microsoft in Q3, signaling conviction from a high‑profile investor and potentially drawing other allocators to MSFT. Read More.
• Positive Sentiment: Analyst bullishness — prominent analysts (e.g., Dan Ives/Wedbush) call 2026 an “inflection” year for Microsoft and RBC reiterated its buy rating, underpinning buy‑side confidence and supporting higher price targets. Read More. | Read More.
• Neutral Sentiment: Positive narrative reinforcement — several opinion pieces and newsletters are pushing Microsoft as a preferred AI play vs. competitors, which may support medium‑term flows but offers less immediate market impact than hard news. Read More.
• Negative Sentiment: Investor skepticism on AI leadership — traders are parsing Microsoft’s AI edge relative to Google, and that debate has pressured the stock as investors weigh differentiation, products, and margin risk in AI. This dynamic likely explains near‑term selling pressure. Read More.
• Negative Sentiment: Insider selling and social chatter — summaries of social media and insider activity show heavy insider sales (no recent buys) and mixed retail sentiment, which can sap confidence among momentum traders. Monitor insider activity disclosures for further market reaction. Read More.
• Negative Sentiment: Reputational/political risk — coverage that Microsoft (and McKinsey) helped fund a politically sensitive US “Davos” hub has drawn criticism; while not a core earnings issue, such PR events can prompt short‑term outflows from ESG‑sensitive funds. Read More.

Analyst Ratings Changes

Several analysts have issued reports on the company. BMO Capital Markets cut their target price on Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Evercore ISI set a $640.00 price objective on shares of Microsoft in a report on Thursday, October 30th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $630.00 target price on shares of Microsoft in a report on Tuesday, October 28th. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. Finally, Robert W. Baird started coverage on shares of Microsoft in a research note on Friday, November 14th. They issued an “outperform” rating and a $600.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $631.03.

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).