Microsoft Corporation $MSFT is Turtle Creek Wealth Advisors LLC's 5th Largest Position

Key Points

• Turtle Creek Wealth Advisors LLC increased its Microsoft stake by 12.8% in the fourth quarter, adding 10,907 shares and bringing its total to 96,199 shares valued at about $46.5 million. Microsoft is now the firm’s 5th largest holding, making up roughly 3.7% of its portfolio.
• Wall Street remains broadly constructive on Microsoft, with 39 analysts rating it a Buy and seven a Hold. The consensus price target is $560.88, even as several firms recently trimmed their individual targets.
• Microsoft posted stronger-than-expected quarterly results, reporting EPS of $4.27 on revenue of $82.89 billion, both ahead of estimates. The company also announced a quarterly dividend of $0.91 per share, payable June 11.

Turtle Creek Wealth Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.8% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 96,199 shares of the software giant's stock after buying an additional 10,907 shares during the period. Microsoft makes up about 3.7% of Turtle Creek Wealth Advisors LLC's investment portfolio, making the stock its 5th largest holding. Turtle Creek Wealth Advisors LLC's holdings in Microsoft were worth $46,524,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MSFT. WFA Asset Management Corp raised its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on MSFT. JPMorgan Chase & Co. decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Dbs Bank decreased their price objective on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Sanford C. Bernstein boosted their price objective on shares of Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a report on Thursday, April 30th. DA Davidson decreased their price objective on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Finally, Oppenheimer reissued an "outperform" rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $560.88.

Insiders Place Their Bets

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: The OpenAI lawsuit defeat for Elon Musk clears a major legal overhang and is seen as helping Microsoft’s AI ecosystem and partner exposure. Musk loses blockbuster OpenAI suit as jury says too late
• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a new, large Microsoft stake, reinforcing the view that some major investors see MSFT as undervalued relative to its AI growth prospects. MSFT Stock Alert: What to Know as Bill Ackman Adds Microsoft Position
• Positive Sentiment: Analysts and market commentators highlighted Microsoft as a beneficiary of enterprise AI adoption, with Azure and Copilot demand still driving the long-term growth story. Microsoft Rides on Enterprise AI Advancements: More Upside Ahead?
• Neutral Sentiment: Several fund updates showed mixed institutional activity, including notable purchases and trims, which points to continued debate over Microsoft’s near-term valuation rather than a clear change in fundamentals. Pershing Square boosts Microsoft stake with 5.65M shares
• Negative Sentiment: Some headlines flagged potential pressure points, including worries that GitHub AI competition is intensifying and that higher AI infrastructure spending could weigh on margins. Microsoft (MSFT) Faces GitHub AI Crisis as OpenAI’s Codex and Rivals Catch Up

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $423.54 on Tuesday. The firm has a 50 day moving average of $398.43 and a 200 day moving average of $439.92. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market capitalization of $3.15 trillion, a price-to-earnings ratio of 25.21, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.

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

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is presently 21.67%.

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).

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