Microsoft Corporation $MSFT Holdings Lifted by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 106,226 shares of the software giant’s stock after buying an additional 10,027 shares during the period. Microsoft makes up about 3.0% of Turtle Creek Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Microsoft were worth $39,322,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp increased its stake in Microsoft by 2.1% in the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the period. Geode Capital Management LLC increased its stake in Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the period. Morgan Stanley lifted its position in Microsoft by 0.8% in the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after buying an additional 980,439 shares in the last quarter. Finally, Norges Bank purchased a new stake in Microsoft in the 4th quarter worth approximately $50,664,631,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have commented on MSFT shares. Guggenheim restated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a research note on Thursday, April 30th. Mizuho lowered their price target on Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research note on Wednesday. Evercore restated an “outperform” rating and issued a $525.00 price objective on shares of Microsoft in a report on Wednesday. New Street Research cut their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Forty-one investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average price target of $557.96.

Microsoft Trading Up 2.8%

Shares of MSFT opened at $395.63 on Thursday. The stock’s 50-day moving average price is $401.10 and its 200 day moving average price is $412.04. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $2.94 trillion, a price-to-earnings ratio of 23.55, a P/E/G ratio of 1.17 and a beta of 1.13. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period last year, the business earned $3.46 earnings per share. As a group, research analysts predict that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is pushing sales teams to sell its AI offerings as a more secure and lower-cost alternative to OpenAI and Anthropic, highlighting its ability to monetize enterprise demand and defend its AI ecosystem. Microsoft Coaches Sales Staff to Challenge OpenAI and Anthropic on Costs and Security
• Positive Sentiment: 3M announced a strategic partnership with Microsoft tied to Azure data centers and enterprise transformation, which adds another validation point for Microsoft’s cloud and AI infrastructure strategy. 3M and Microsoft announce strategic partnership to advance AI data center infrastructure and enterprise transformation
• Positive Sentiment: Microsoft is overhauling its cybersecurity business to capture more spending from AI-driven threats, which could open a new growth lane as customers increase security budgets. Microsoft (MSFT) Overhauls Cybersecurity Business to Cash In on AI Threats
• Positive Sentiment: Microsoft launched a $2.5 billion initiative to help large customers deploy AI systems around their own data and workflows, reinforcing its enterprise AI moat. How Microsoft (MSFT) Is Deepening Its Enterprise AI Moat With a $2.5 Billion Customer Deployment Initiative

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).