Amalgamated Bank Acquires 1,643 Shares of Microsoft Corporation $MSFT

Amalgamated Bank boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,649,677 shares of the software giant’s stock after purchasing an additional 1,643 shares during the quarter. Microsoft comprises 6.1% of Amalgamated Bank’s holdings, making the stock its 2nd largest holding. Amalgamated Bank’s holdings in Microsoft were worth $854,450,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in Microsoft in the 3rd quarter valued at $38,000. University of Illinois Foundation purchased a new stake in Microsoft in the 2nd quarter valued at $50,000. LSV Asset Management bought a new position in Microsoft during the 4th quarter valued at $44,000. Finally, Westend Capital Management LLC boosted its holdings in Microsoft by 71.2% during the 3rd quarter. Westend Capital Management LLC now owns 125 shares of the software giant’s stock worth $65,000 after acquiring an additional 52 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on MSFT shares. Bank of America dropped their price target on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. KeyCorp reduced their target price on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft decreased their price target on Microsoft from $630.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued 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 $591.95.

Insider Buying and Selling 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 shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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: Microsoft clarified Copilot user and monetization details, reducing uncertainty about one of its key AI revenue drivers — this helped the stock rebound after recent weakness. Microsoft Fills in Gaps on Copilot Numbers, Microsoft Stock (NASDAQ:MSFT) Gains
• Positive Sentiment: Fresh optimism around OpenAI’s improving finances is lifting AI-linked names (including Microsoft, a major OpenAI backer), supporting sentiment for MSFT shares. AI Giant OpenAI Is Getting a Lift Lately. So Are Stocks Linked to It.
• Positive Sentiment: Microsoft is exploring superconducting power lines for data centers, a potential efficiency win that could lower long‑term operating costs as it scales cloud capacity for AI workloads. Microsoft exploring using advanced power lines to make data centers more energy-efficient
• Positive Sentiment: Institutional buying: Diamond Hill Capital increased its MSFT stake, a sign of continued conviction from some long‑term investors. Diamond Hill Capital Management Inc Boosts Microsoft Stake
• Neutral Sentiment: Technically, the recent bounce is constructive but analysts warn MSFT needs to reclaim its 200‑day moving average before a sustained uptrend resumes — short-term resistance remains. Microsoft is Bouncing Back from Its Post-Earnings Price Crash, But Watch This Before You Buy MSFT Stock
• Negative Sentiment: Melius Research downgraded MSFT to Hold, flagging elevated AI capex and cash‑flow risks tied to aggressive AI infrastructure spending — a direct near‑term headwind for valuation. Stock Market Today, Feb. 10: Microsoft Stock Slips on Melius Downgrade Over AI Spending Risks
• Negative Sentiment: Broader concerns persist: commentators point to below‑expectations Azure growth and say Microsoft needs to better articulate its AI investment payback, contributing to caution among some investors and analysts. Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better”

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $413.27 on Wednesday. The firm has a market capitalization of $3.07 trillion, a PE ratio of 25.85, a P/E/G ratio of 1.62 and a beta of 1.08. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average price of $465.44 and a two-hundred day moving average price of $494.72. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.23 earnings per share. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

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).