Microsoft Corporation $MSFT Stock Position Raised by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 37.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 85,292 shares of the software giant’s stock after purchasing an additional 23,298 shares during the period. Microsoft makes up 3.9% of Turtle Creek Wealth Advisors LLC’s portfolio, making the stock its 5th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Microsoft were worth $44,177,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. IRON Financial LLC lifted its position in Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after buying an additional 1,225 shares during the period. Wellington Capital Management Inc. bought a new position in shares of Microsoft in the 2nd quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC lifted its position in Microsoft by 2.6% during the 2nd 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 during the period. Weaver Capital Management LLC lifted its position in Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after acquiring an additional 2,247 shares during the period. Finally, Gradient Investments LLC boosted its stake in Microsoft by 4.3% during the third quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock worth $147,700,000 after acquiring an additional 11,770 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Anthropic’s massive $380B valuation highlights surging enterprise AI demand and validates Big Tech investments into advanced models; Microsoft participated in the funding round, which supports MSFT’s strategic AI ecosystem exposure and partnership optionality. Anthropic Valuation Hits $380 Billion
• Positive Sentiment: Azure migrations and a large RPO backlog remain a durable revenue engine beneath the AI noise—steady SQL/server migrations and enterprise deals offer recurring, high-margin cash flows that cushion near-term AI capex pain. Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype
• Positive Sentiment: Big infrastructure contracts (e.g., Microsoft deals referenced in infrastructure stories) and external financing for data-center partners de‑risk MSFT’s ability to scale cloud capacity without immediate revenue shortfall—supportive for long-term cloud adoption. IREN Bounces Back
• Positive Sentiment: Technicals and contrarian calls: some analysts and option-flow commentators view the post‑earnings selloff as a buying opportunity and charts show MSFT testing key support that could mark a base. That view can attract short-covering and value buyers. MSFT Price Forecast: Bottoming at Channel Support?
• Neutral Sentiment: Microsoft AI chief Mustafa Suleyman’s prediction that many white‑collar tasks could be automated in 12–18 months generates headline interest—this can boost AI adoption expectations but also stokes regulatory & labor concerns; impact on near-term earnings is unclear. Microsoft AI Chief Mustafa Suleyman Says Most Professional Tasks Will Be Fully Automated
• Neutral Sentiment: Security: Microsoft deployed patches for actively exploited Windows/Office zero‑days—good for enterprise trust but the initial exploit headlines can be noisy for sentiment. Microsoft says hackers are exploiting critical zero-day bugs
• Negative Sentiment: Perception of underperformance vs. peers: headlines calling Microsoft the “worst‑performing hyperscaler” since ChatGPT (and public criticisms from prominent investors) are pressuring sentiment and driving headline selling. This is amplifying short‑term outflows. ‘Worst-Performing’ Hyperscaler
• Negative Sentiment: Institutional trimming and capex worries: several funds disclosed MSFT stake reductions and Street commentary highlights heavy AI capex that pressures free cash flow and prompted cautious guidance—this combination explains selling pressure and multiple compression. PRIMECAP Management Co cuts Microsoft stake Street Reassesses Microsoft Amid Azure Growth and Capex Concerns

Wall Street Analyst Weigh In

Several research firms have recently issued reports on MSFT. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Phillip Securities raised Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. TD Cowen reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Finally, Evercore lowered their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president 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 disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Down 0.6%

Shares of NASDAQ:MSFT opened at $401.82 on Friday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market cap of $2.98 trillion, a P/E ratio of 25.13, a PEG ratio of 1.58 and a beta of 1.08. The stock’s fifty day moving average price is $462.37 and its 200-day moving average price is $493.44.

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

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is 22.76%.

Microsoft 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).