--- title: "AMG National Trust Bank Purchases 11,168 Shares of Microsoft Corporation $MSFT" type: "News" locale: "en" url: "https://longbridge.com/en/news/294316779.md" description: "AMG National Trust Bank increased its Microsoft stake by 15.7% in Q1, holding 82,342 shares valued at $30.48 million. Other institutions like WFA Asset Management and Discipline Wealth Solutions also raised their positions. Meanwhile, analysts updated price targets; Arete Research upgraded to 'buy' with an $870 target, while Mizuho and BNP Paribas lowered theirs. Microsoft recently reported strong fiscal Q4 results, beating revenue and earnings estimates, with Azure revenue surpassing $100 billion annually." datetime: "2026-07-30T07:05:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294316779.md) - [en](https://longbridge.com/en/news/294316779.md) - [zh-HK](https://longbridge.com/zh-HK/news/294316779.md) generator: "portal-rs" --- # AMG National Trust Bank Purchases 11,168 Shares of Microsoft Corporation $MSFT AMG National Trust Bank boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 82,342 shares of the software giant's stock after purchasing an additional 11,168 shares during the quarter. AMG National Trust Bank's holdings in Microsoft were worth $30,480,000 as of its most recent filing with the Securities and Exchange Commission. - Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again Other large investors also recently added to or reduced their stakes in the company. WFA Asset Management Corp boosted its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds. ## Analysts Set New Price Targets A number of equities research analysts recently commented on the company. Arete Research upped their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Mizuho reduced their target price on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a report on Wednesday, July 15th. BNP Paribas Exane decreased their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, Citigroup reiterated a "market outperform" rating on shares of Microsoft in a research report on Tuesday. Forty-two equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $554.73. - NVIDIA’s OpenAI Backstop Puts AI Financing Risk in Focus **Read Our Latest Analysis on Microsoft** ## Key Microsoft News Here are the key news stories impacting Microsoft this week: - Positive Sentiment: Microsoft reported fiscal Q4 revenue of approximately $90.0 billion, up 18% year over year and above the $87.6 billion consensus estimate. Adjusted earnings of $4.74 per share also exceeded expectations of $4.21, marking the company’s 14th consecutive “double beat.” Microsoft Q4 Earnings and Revenues Top Estimates - Positive Sentiment: Azure revenue grew 43%, exceeding analysts’ expectations of roughly 40%, and the cloud platform surpassed $100 billion in annual revenue. The results eased concerns that Microsoft’s AI infrastructure investments may be outpacing customer demand. Microsoft Tops Quarterly Cloud Growth Estimates - Positive Sentiment: Microsoft said Microsoft 365 Copilot reached 30 million paid seats, providing evidence of growing monetization for its AI products. The company also recorded a $3.2 billion gain from its Anthropic investment, although returns from its OpenAI investment were more mixed. Azure Crosses $100 Billion in Annual Revenue - Positive Sentiment: Microsoft maintained its AI capital-expenditure outlook rather than following Alphabet’s recent increase. Investors viewed the spending discipline as supportive of margins and free cash flow, while first-quarter fiscal 2027 revenue guidance of $89.9 billion to $91.0 billion was slightly above consensus. Microsoft Keeps Capex Forecast Unchanged - Neutral Sentiment: Investors had positioned for an unusually large post-earnings move, with options implying roughly a 6% to 7% swing. This elevated volatility reflects the importance of Microsoft’s results to the broader AI investment theme. - Negative Sentiment: Microsoft faces a U.K. regulatory investigation into whether customers were misled about Microsoft 365 Personal and Family subscription pricing. The probe creates potential reputational and compliance risks, though its near-term financial impact is unclear. UK Regulator Investigates Microsoft Over 365 Subscriptions - Negative Sentiment: Disney’s decision to replace GitHub Copilot with OpenAI’s Codex highlights intensifying competition in AI coding tools. Multiple shareholder lawsuits concerning alleged Copilot and Azure disclosures also remain an overhang. ## Microsoft Price Performance - MarketBeat Week in Review – 07/20- 07/24 NASDAQ MSFT opened at $390.54 on Thursday. The business has a 50 day simple moving average of $396.43 and a 200 day simple moving average of $405.74. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.25, a PEG ratio of 1.20 and a beta of 1.13. Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.65 earnings per share. Analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year. ## Microsoft Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's payout ratio is currently 21.67%. ## Insider Buying and Selling In other news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company's stock. ## Microsoft Company Profile (Free Report) 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). ## Read More - Five stocks we like better than Microsoft - Why SK hynix Could Be the Best AI Chip Stock to Buy Now - Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters - Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead? - Why Bloom Energy May Be the Most Important AI Infrastructure Stock **Want to see what other hedge funds are holding MSFT?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report). *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* ## Should You Invest $1,000 in Microsoft Right Now? Before you consider Microsoft, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list. While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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