Tcfg Wealth Management LLC Has $57.49 Million Stake in Microsoft Corporation $MSFT

Tcfg Wealth Management LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 992.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 110,989 shares of the software giant’s stock after purchasing an additional 100,825 shares during the period. Microsoft accounts for 4.7% of Tcfg Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Tcfg Wealth Management LLC’s holdings in Microsoft were worth $57,487,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted its position in shares of 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 buying an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the 3rd quarter worth approximately $38,000. LSV Asset Management bought a new stake in Microsoft in the 4th quarter valued at $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter valued at $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

MSFT opened at $399.41 on Wednesday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market cap of $2.97 trillion, a P/E ratio of 24.98, a price-to-earnings-growth ratio of 1.56 and a beta of 1.10. The business’s fifty day moving average is $424.42 and its 200-day moving average is $474.29.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the firm earned $3.23 earnings per share. Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Insider Buying and Selling

In other news, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on MSFT. DA Davidson reaffirmed a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, February 12th. Citigroup cut their target price on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Barclays reaffirmed an “overweight” rating on shares of Microsoft in a report on Monday, March 9th. Finally, Wall Street Zen cut shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Two investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reorganized and unified its Copilot commercial and consumer teams to speed product coherence and adoption; Mustafa Suleyman will focus more on model research while Jacob Andreou runs Copilot experiences — a move investors view as constructive for long-term AI product execution. Microsoft unifies Copilot teams
• Positive Sentiment: Microsoft signed a letter-of-intent collaboration with Nscale to supply 1.35GW of NVIDIA Vera Rubin GPUs at Nscale’s West Virginia AI campus — expands Microsoft’s access to large-scale AI compute capacity. Nscale and Microsoft collaboration
• Positive Sentiment: Microsoft Research partnered with MediaTek on a MicroLED-powered active optical cable design that could improve data-center power efficiency — incremental infrastructure R&D that supports cloud and AI scale. MediaTek-Microsoft Research AOC
• Neutral Sentiment: Third‑party feeds and analysts continue to debate Microsoft’s valuation after recent AI-driven gains and pullbacks — some see MSFT as attractively priced while others remain cautious; this keeps sentiment mixed. Valuation debate
• Neutral Sentiment: Microsoft partners (e.g., Zenity) are rolling out security tooling for agents built on Microsoft Foundry — helps enterprise adoption but is incremental. Zenity Foundry security
• Negative Sentiment: Financial Times/Reuters report Microsoft is weighing legal action against Amazon and OpenAI over a reported $50B deal tied to OpenAI’s Frontier product — this threatens Microsoft’s cloud exclusivity/competitive positioning and is the main catalyst for downward pressure on the stock today. FT/Reuters on Microsoft legal consideration
• Negative Sentiment: Commentary suggests the Amazon–OpenAI tie-up could mark a serious breakdown in Microsoft’s partnership with OpenAI — strategic uncertainty and potential litigation elevate regulatory, execution and client‑retention risks. Proactive on partnership breakdown
• Negative Sentiment: Security noise: reports that an Intune tool may have been misused in attacks (Stryker mention) add operational/security scrutiny that can weigh on sentiment if escalated. TipRanks on Intune tool misuse

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).