Tlwm Has $2.53 Million Holdings in Microsoft Corporation $MSFT

Tlwm lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 19.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 4,889 shares of the software giant’s stock after selling 1,148 shares during the period. Microsoft accounts for approximately 0.5% of Tlwm’s portfolio, making the stock its 18th largest position. Tlwm’s holdings in Microsoft were worth $2,532,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of MSFT. Wellington Capital Management Inc. bought a new stake in Microsoft during the 2nd quarter valued at about $9,941,000. Sound View Wealth Advisors Group LLC raised its stake in shares of Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock valued at $46,816,000 after acquiring an additional 2,373 shares in the last quarter. Real Talk Capital LLC boosted its holdings in shares of Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG grew its stake in Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after purchasing an additional 33,382 shares in the last quarter. Finally, Gradient Investments LLC increased its holdings in Microsoft by 4.3% during the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after purchasing an additional 11,770 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have weighed in on MSFT shares. Rothschild & Co Redburn reiterated a “neutral” rating and issued a $500.00 target price (down from $560.00) on shares of Microsoft in a report on Tuesday, November 18th. Wedbush restated an “outperform” rating and issued a $625.00 price objective on shares of Microsoft in a report on Monday, December 22nd. UBS Group reaffirmed a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. Sanford C. Bernstein raised their target price on shares of Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Finally, Stifel Nicolaus set a $640.00 price target on shares of Microsoft in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $631.03.

Microsoft Stock Performance

Shares of Microsoft stock opened at $487.71 on Friday. The company has a market capitalization of $3.62 trillion, a PE ratio of 34.69, a P/E/G ratio of 1.83 and a beta of 1.07. The company has a 50-day simple moving average of $497.15 and a two-hundred day simple moving average of $503.64. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company’s revenue was up 18.4% compared to the same quarter last year. During the same period last year, the business earned $3.30 EPS. Research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Key Stores Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: High‑profile bullish analyst coverage and “breakout” 2026 thesis that support upside for MSFT and long‑term AI monetization. Why Analysts See 2026 as a Breakout Year for Microsoft Stock (MSFT)
• Positive Sentiment: Firm bullish pieces arguing Microsoft is positioned for strong AI‑driven growth (OpenAI stake + Azure momentum), which supports a buy‑and‑hold case. Microsoft Positioned For Strong Growth
• Positive Sentiment: MarketBeat highlights Microsoft’s entrenched enterprise moat and high switching costs — a defensive argument underpinning revenue durability and premium multiples. Microsoft May Look Pricey, But Customers Can’t Walk Away
• Neutral Sentiment: Inclusion on “3 cloud stocks to buy” lists (alongside AMZN/GOOGL) reinforces Microsoft’s exposure to a potential cloud/AI cycle but is broad‑market, not MSFT‑specific. 3 Cloud Computing Stocks to Buy Before 2026 as Digital Demand Soars
• Neutral Sentiment: Valuation debate — some analysts argue MSFT is a “compounder at any price,” others recommend accumulating slowly due to rich multiples and heavy capex; this is keeping some investors on the sidelines. Microsoft Faces a Key Question: Compounder at Any Price or Accumulate Slowly
• Neutral Sentiment: Options “whale” activity shows large positioning in MSFT — could signal directional conviction but not definitive on sentiment. Monitor flows for confirmation. Check Out What Whales Are Doing With MSFT
• Negative Sentiment: NVIDIA’s $20B Groq deal strengthens a competitor’s inference‑speed lead — a direct long‑term threat to Azure/AI hosting economics as inference demand grows; this likely weighs on MSFT sentiment today. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals (MSFT)
• Negative Sentiment: Investor concerns about Microsoft’s relationship with OpenAI and Copilot adoption (reports that drove a recent pullback) are pressuring sentiment — execution and partner dynamics are key near‑term risks. Microsoft (MSFT) Fell Due to Concerns About Its Relationship With OpenAI
• Negative Sentiment: Coverage noting the stock looks “pricey” and that heavy data‑center capex could pressure margins/returns in the near term — a valuation headwind for momentum investors. Microsoft May Look Pricey, But Customers Can’t Walk Away

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. Corporate insiders own 0.03% of the company’s stock.

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).