Fulton Bank N.A. Has $58.84 Million Stock Position in Microsoft Corporation $MSFT

Fulton Bank N.A. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 121,669 shares of the software giant’s stock after acquiring an additional 4,456 shares during the quarter. Microsoft comprises approximately 2.0% of Fulton Bank N.A.’s holdings, making the stock its 11th largest holding. Fulton Bank N.A.’s holdings in Microsoft were worth $58,842,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. IRON Financial LLC increased its holdings in Microsoft by 23.2% in the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after buying an additional 1,225 shares during the period. Wellington Capital Management Inc. bought a new position in shares of Microsoft during the 2nd quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC lifted its holdings in shares of Microsoft by 2.6% during the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after acquiring an additional 2,373 shares during the period. PMG Family Office LLC acquired a new stake in shares of Microsoft during the 3rd quarter valued at about $828,000. Finally, Trifecta Capital Advisors LLC boosted its position in shares of Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after acquiring an additional 1,572 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some Wall Street analysts still see large upside for MSFT, arguing the pullback may be overdone and presenting a buying opportunity for long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential
• Positive Sentiment: Fundamental revenue drivers remain: LinkedIn ad growth and marketing solutions are cited as near‑term revenue positives that help offset AI spending concerns. Microsoft Benefits From LinkedIn Ad Growth: More Upside Ahead?
• Neutral Sentiment: Microsoft has implemented targeted hiring freezes in major cloud and North American sales groups while keeping AI and engineering hiring active — a cost‑management move that highlights prioritization of AI infrastructure but leaves uncertainty over near‑term sales execution. Microsoft freezes hiring in major cloud, sales groups, The Information reports
• Neutral Sentiment: Infrastructure expansion continues: third‑party partner Crusoe announced a 900 MW AI campus in Abilene, Texas to support large‑scale workloads for Microsoft — this reinforces demand for hyperscale capacity even as investors debate ROI timing. Crusoe Announces New 900 MW AI Factory Campus in Abilene, Texas to Support Microsoft AI Infrastructure
• Negative Sentiment: Market narrative has flipped: analysts and commentary say Microsoft is “losing the AI narrative,” and technical indicators show the stock at decade‑low oversold levels — fueling momentum selling. Microsoft’s stock hasn’t been this oversold in a decade, with the tech giant ‘really losing the AI narrative’
• Negative Sentiment: Heavy AI capex and execution concerns: multiple reports highlight Microsoft’s very large AI spending (reports cite ~$30B per quarter-level scale), slowing Copilot adoption vs. expectations, and the stock is on track for its worst quarter since 2008 — pressuring valuations and near‑term sentiment. Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
• Negative Sentiment: Competitive and strategic risks are rising: OpenAI and other AI firms (including reports of Anthropic eyeing an IPO) are evolving relationships and competition that could reduce Microsoft’s exclusive leverage in parts of the AI stack. Anthropic eyes IPO, Microsoft stock set for worst quarter since 2008

Microsoft Price Performance

Shares of Microsoft stock opened at $356.77 on Friday. The stock has a market capitalization of $2.65 trillion, a price-to-earnings ratio of 22.31, a P/E/G ratio of 1.39 and a beta of 1.10. The firm’s 50-day moving average price is $409.36 and its two-hundred day moving average price is $467.65. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio is presently 22.76%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on MSFT. Bank of America initiated coverage on shares of Microsoft in a research report on Tuesday. They issued a “buy” rating and a $500.00 price target for the company. Robert W. Baird set a $540.00 price objective on Microsoft and gave the company an “outperform” rating in a report on Thursday, January 29th. Piper Sandler reiterated an “overweight” rating and issued a $600.00 price objective (down from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. Cantor Fitzgerald restated an “overweight” rating and set a $590.00 target price on shares of Microsoft in a research report on Thursday, January 29th. Finally, Mizuho decreased their price target on Microsoft from $640.00 to $620.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $588.97.

Insider Activity

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

About Microsoft

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).