Tlwm Sells 1,148 Shares of Microsoft Corporation $MSFT

Tlwm lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 19.0% during the third quarter, according to its most recent Form 13F 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 makes up 0.5% of Tlwm’s holdings, making the stock its 18th biggest holding. Tlwm’s holdings in Microsoft were worth $2,532,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. CWC Advisors LLC. lifted its position in Microsoft by 15.5% during the third quarter. CWC Advisors LLC. now owns 7,715 shares of the software giant’s stock worth $3,996,000 after purchasing an additional 1,037 shares during the period. Sound Income Strategies LLC increased its holdings in Microsoft by 2.2% in the 3rd quarter. Sound Income Strategies LLC now owns 22,502 shares of the software giant’s stock valued at $11,755,000 after buying an additional 489 shares during the period. Thomasville National Bank raised its position in shares of Microsoft by 0.4% in the 3rd quarter. Thomasville National Bank now owns 177,478 shares of the software giant’s stock valued at $91,925,000 after buying an additional 669 shares in the last quarter. Foster Victor Wealth Advisors LLC lifted its holdings in shares of Microsoft by 1.4% during the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 70,289 shares of the software giant’s stock worth $36,364,000 after acquiring an additional 983 shares during the period. Finally, Sara Bay Financial lifted its holdings in shares of Microsoft by 2.8% during the 3rd quarter. Sara Bay Financial now owns 1,685 shares of the software giant’s stock worth $873,000 after acquiring an additional 46 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Microsoft News

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

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Analysts Set New Price Targets

MSFT has been the topic of a number of recent analyst reports. Raymond James Financial decreased their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Wedbush reiterated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a research note on Monday, December 22nd. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, October 30th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $675.00 price objective on shares of Microsoft in a research note on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $487.71 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock’s fifty day simple moving average is $497.15 and its 200 day simple moving average is $503.64. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The firm has a market capitalization of $3.62 trillion, a P/E ratio of 34.69, a P/E/G ratio of 1.83 and a beta of 1.07.

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

Microsoft Announces Dividend

The firm also recently announced 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 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Microsoft Company 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).