Microsoft Corporation $MSFT Stock Holdings Lifted by Tlwm

Tlwm grew its position in Microsoft Corporation (NASDAQ:MSFT) by 24.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,353 shares of the software giant’s stock after purchasing an additional 1,255 shares during the period. Microsoft comprises about 0.4% of Tlwm’s holdings, making the stock its 23rd largest position. Tlwm’s holdings in Microsoft were worth $2,370,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted 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 last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the 4th quarter worth $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the 4th quarter worth $36,000. Fairway Wealth LLC raised its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new position in shares of Microsoft during the 2nd quarter valued at $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure demand remains a major support. Microsoft’s reported $678 billion backlog of contracted cloud commitments provides visibility for future revenue and helps defend the company’s aggressive AI infrastructure spending. Microsoft Stock Rises as $678 Billion Backlog Supports AI Spending
• Positive Sentiment: Meta is becoming a significant Azure AI customer. Meta reportedly spends hundreds of millions of dollars annually on Azure and consumes large volumes of AI tokens, reinforcing demand for Microsoft’s cloud and AI services. Meta Platforms Emerges as a Major Microsoft Azure AI Client
• Positive Sentiment: Microsoft continues investing in AI capabilities. The company is increasing fiscal 2027 capital expenditures to expand infrastructure, while internally developed AI chips could improve efficiency and margins over time. Its latest quarterly results also showed strong earnings and 17.7% year-over-year revenue growth.
• Neutral Sentiment: Microsoft is hiring AI-capable legal talent and reportedly offering compensation of up to $279,000 for a legal engineer. The move highlights the company’s effort to integrate AI into commercial and compliance operations but is unlikely to materially affect near-term results. Microsoft Will Pay Up to $279K for a Lawyer Who Can Build AI
• Negative Sentiment: Higher yields are pressuring long-duration AI valuations. Rising interest rates reduce the present value of projected future AI profits, contributing to market questions despite Microsoft’s backlog and operating strength. Microsoft Slips as 4.68% Yield Tests Its $678 Billion Backlog
• Negative Sentiment: Technology stocks broadly declined Thursday afternoon, adding sector-driven pressure to MSFT. Investors are also monitoring concerns that large AI companies buying services from one another could create circular demand signals.
• Negative Sentiment: Microsoft faces geopolitical and execution risks. China is accelerating its move away from Windows, while continued AI capital spending raises questions about returns on investment. Recent insider activity also shows executive selling without reported purchases, a modest negative sentiment signal.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on MSFT. Evercore set a $528.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Guggenheim reaffirmed a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research report on Monday, July 27th. TD Cowen reiterated a “buy” rating and set a $540.00 price target on shares of Microsoft in a research note on Thursday, July 30th. CLSA reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Finally, Truist Financial reissued a “buy” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, July 22nd. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $560.27.

Microsoft Stock Down 0.7%

MSFT stock opened at $481.15 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a 50-day moving average of $417.76 and a two-hundred day moving average of $408.78. The stock has a market capitalization of $3.57 trillion, a price-to-earnings ratio of 26.79, a price-to-earnings-growth ratio of 1.56 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the business posted $3.65 earnings per share. The firm’s revenue was up 17.7% compared to the same quarter last year. As a group, equities research analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is currently 20.27%.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,310 shares of company stock valued at $17,256,219. Corporate insiders own 0.03% of the company’s stock.

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).