Tlwm Has $2.37 Million Stock Position in Microsoft Corporation $MSFT

Tlwm lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 24.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 6,353 shares of the software giant’s stock after purchasing an additional 1,255 shares during the quarter. Microsoft accounts for approximately 0.4% of Tlwm’s investment portfolio, making the stock its 23rd largest holding. Tlwm’s holdings in Microsoft were worth $2,370,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC boosted its position in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC increased its stake in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after acquiring an additional 21 shares during the period. Pollock Investment Advisors LLC raised its position in Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC raised its position in Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after purchasing an additional 21 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,310 shares of company stock worth $17,256,219 in the last 90 days. Company insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

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 Ratings Changes

MSFT has been the topic of a number of recent research reports. Wolfe Research reaffirmed an “outperform” rating and set a $550.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Barclays dropped their target price on Microsoft from $545.00 to $512.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. CLSA reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Raymond James Financial cut Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Finally, Cantor Fitzgerald increased their price objective on Microsoft from $502.00 to $522.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $560.27.

Microsoft Stock Performance

NASDAQ MSFT opened at $481.15 on Friday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a 50 day moving average of $417.76 and a 200-day moving average of $408.78. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market cap of $3.57 trillion, a price-to-earnings ratio of 26.79, a PEG ratio of 1.56 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft’s revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 EPS. On average, equities analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

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).