AAFMAA Wealth Management & Trust LLC Purchases 5,908 Shares of Microsoft Corporation $MSFT

AAFMAA Wealth Management & Trust LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 63.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,289 shares of the software giant’s stock after purchasing an additional 5,908 shares during the period. Microsoft makes up 2.9% of AAFMAA Wealth Management & Trust LLC’s portfolio, making the stock its 7th biggest position. AAFMAA Wealth Management & Trust LLC’s holdings in Microsoft were worth $7,394,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Stonekeep Investments LLC lifted its stake in shares of Microsoft by 1.4% in the fourth quarter. Stonekeep Investments LLC now owns 5,431 shares of the software giant’s stock worth $2,626,000 after acquiring an additional 77 shares in the last quarter. Capital Advantage Inc. grew its stake in Microsoft by 2.4% during the 4th quarter. Capital Advantage Inc. now owns 16,255 shares of the software giant’s stock valued at $7,861,000 after purchasing an additional 383 shares in the last quarter. TruWealth Advisors LLC increased its holdings in Microsoft by 1.3% during the 4th quarter. TruWealth Advisors LLC now owns 96,787 shares of the software giant’s stock worth $46,808,000 after purchasing an additional 1,207 shares during the last quarter. TCP Asset Management LLC increased its holdings in Microsoft by 10.6% during the 4th quarter. TCP Asset Management LLC now owns 2,210 shares of the software giant’s stock worth $1,069,000 after purchasing an additional 211 shares during the last quarter. Finally, Bay Rivers Group grew its position in shares of Microsoft by 3.2% during the fourth quarter. Bay Rivers Group now owns 15,085 shares of the software giant’s stock worth $7,296,000 after buying an additional 471 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms recently issued reports on MSFT. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, March 5th. Citigroup decreased their price objective on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Robert W. Baird set a $540.00 target price on shares of Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. Barclays reaffirmed an “overweight” rating on shares of Microsoft in a research report on Monday, March 9th. Finally, William Blair reaffirmed an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $591.34.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy rating and a $500 target, arguing Azure and Copilot momentum justify material upside — a prominent bullish signal for long‑term investors. BofA projects 31% rally
• Positive Sentiment: Unusual call‑option volume shows traders are buying at‑the‑money and slightly OTM calls today — a short‑term bullish signal that some investors expect a rebound or are hedging for upside. Investors piling into MSFT calls
• Positive Sentiment: Talent hires for Microsoft’s advanced AI teams (including experienced researchers under Mustafa Suleyman) reinforce MSFT’s long‑term AI capability and product road map. Microsoft hires AI researchers
• Neutral Sentiment: Microsoft agreed to rent a large Texas data‑center project that Oracle/OpenAI abandoned — this expands capacity but highlights industry competition for sites and local community approval challenges. Microsoft to rent Texas data center
• Neutral Sentiment: Microsoft President Brad Smith’s comments on investing in nuclear power and building AI guardrails signal long‑term infrastructure and safety focus — supportive for sustainability and compliance, but not an immediate earnings catalyst. Brad Smith on nuclear investment
• Neutral Sentiment: Multiple short‑interest entries in feeds show anomalous/zero values (likely data noise) and do not indicate a meaningful rise in shorts today.
• Negative Sentiment: OpenAI’s investor document flagged heavy dependence on Microsoft for funding and compute as a top risk — that disclosure raised concerns about the partnership’s stability and potential revenue recognition or strategic risk. OpenAI flags Microsoft dependence
• Negative Sentiment: News reports and analyst commentary point to a weak near‑term outlook and MSFT hitting new lows, triggering selling pressure as investors reassess near‑term growth vs. rising costs. Microsoft hits new low amid weak outlook
• Negative Sentiment: Melius and other analysts flagged reorganization of Copilot and broader heavy CapEx for AI as execution risks — investors worry monetization of Copilot and the $100–120B+ infrastructure spend will pressure margins before benefits materialize. Melius: Copilot reorg red flag

Microsoft Trading Down 2.7%

NASDAQ:MSFT opened at $372.74 on Wednesday. The firm has a market capitalization of $2.77 trillion, a P/E ratio of 23.31, a P/E/G ratio of 1.50 and a beta of 1.10. The business has a 50 day simple moving average of $415.00 and a 200 day simple moving average of $470.04. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

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

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st 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 of this dividend is Thursday, May 21st. Microsoft’s payout ratio is 22.76%.

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).