IFG Advisory LLC Has $21.48 Million Holdings in Microsoft Corporation $MSFT

Key Points

• IFG Advisory LLC increased its Microsoft stake by 7.4% in the fourth quarter, adding 3,070 shares to reach 44,407 shares valued at about $21.48 million.
• Microsoft continues to attract heavy institutional ownership, with major investors like Vanguard, State Street, Geode, and Northern Trust also raising positions; overall, institutions and hedge funds own 71.13% of the stock.
• The company reported strong quarterly results, beating earnings and revenue estimates, while analysts remain broadly positive with a Moderate Buy consensus and an average price target of $561.20.

IFG Advisory LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,407 shares of the software giant's stock after purchasing an additional 3,070 shares during the quarter. Microsoft accounts for approximately 0.9% of IFG Advisory LLC's holdings, making the stock its 14th biggest position. IFG Advisory LLC's holdings in Microsoft were worth $21,476,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the last quarter. State Street Corp raised its stake in Microsoft by 1.1% during the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC raised its stake in Microsoft by 1.1% during 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 purchasing an additional 1,911,142 shares during the last quarter. Norges Bank acquired a new position in Microsoft during the 2nd quarter valued at $50,493,678,000. Finally, Northern Trust Corp raised its stake in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Down 2.0%

MSFT opened at $403.41 on Wednesday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm's fifty day moving average price is $409.48 and its two-hundred day moving average price is $430.37. The company has a market capitalization of $3.00 trillion, a P/E ratio of 24.01, a P/E/G ratio of 1.48 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 earnings per share. The business's revenue was up 18.3% compared to the same quarter last year. On average, analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft won a major healthcare AI win, with NHS England planning a rollout of Microsoft 365 Copilot to 505,000 clinicians and staff. The deal could expand recurring Copilot adoption and reinforces Microsoft’s AI monetization story. Article Title
• Positive Sentiment: Analysts pointed to fresh support for Azure and Microsoft’s broader AI cloud business, including commentary that rising AI infrastructure demand could boost cloud upside and longer-term earnings growth. Article Title
• Positive Sentiment: Microsoft also received positive coverage around its AI strategy, with articles highlighting its agentic AI ambitions and Citi reaffirming a Buy rating with a $620 price target, signaling continued Wall Street confidence. Article Title
• Neutral Sentiment: Microsoft’s open-source GitHub projects were reportedly compromised by hackers trying to steal AI developer logins, which is a security concern but not yet a clear direct financial hit. Article Title
• Neutral Sentiment: Several pieces discussed Microsoft’s long-term AI position, OpenAI relationship, and stock valuation, but these were mostly commentary rather than new business updates. Article Title
• Negative Sentiment: Microsoft stock is also facing pressure from reports that it is “sinking” despite some positive news, reflecting investor caution after recent gains and a broader rotation away from mega-cap tech. Article Title
• Negative Sentiment: Short-interest data and hedge-fund activity added to the cautious tone, with articles noting Microsoft has been a recent target of heavy debate and that David Tepper sold most of Appaloosa’s Microsoft position. Article Title

Analyst Ratings Changes

Several equities analysts recently commented on MSFT shares. Wedbush reiterated an "outperform" rating and set a $575.00 target price on shares of Microsoft in a research note on Wednesday, May 13th. Barclays reiterated an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. BNP Paribas Exane decreased their price target on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. President Capital lifted their price target on shares of Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. Finally, Dbs Bank decreased their price target on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $561.20.

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).

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