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

Tcfg Wealth Management LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 992.0% during the third quarter, HoldingsChannel reports. The firm owned 110,989 shares of the software giant’s stock after buying an additional 100,825 shares during the quarter. Microsoft accounts for about 4.7% of Tcfg Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Tcfg Wealth Management LLC’s holdings in Microsoft were worth $57,487,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Fulcrum Asset Management LLP increased its position in Microsoft by 1.7% during the 3rd quarter. Fulcrum Asset Management LLP now owns 23,430 shares of the software giant’s stock worth $12,136,000 after purchasing an additional 393 shares in the last quarter. Reliant Wealth Planning boosted its position in Microsoft by 1,002.3% in the third quarter. Reliant Wealth Planning now owns 7,110 shares of the software giant’s stock valued at $3,683,000 after buying an additional 6,465 shares in the last quarter. Vertex Planning Partners LLC boosted its position in Microsoft by 5.2% in the third quarter. Vertex Planning Partners LLC now owns 4,762 shares of the software giant’s stock valued at $2,466,000 after buying an additional 235 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt grew its stake in shares of Microsoft by 1.1% during the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 326,592 shares of the software giant’s stock worth $169,155,000 after buying an additional 3,500 shares during the last quarter. Finally, Corus Family Wealth Advisors increased its holdings in shares of Microsoft by 6.5% during the third quarter. Corus Family Wealth Advisors now owns 2,881 shares of the software giant’s stock worth $1,492,000 after buying an additional 175 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Key Stories Impacting 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

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Robert W. Baird set a $540.00 price target on Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. Guggenheim restated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a report on Thursday, January 22nd. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Evercore reduced their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Trading Down 0.1%

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

Microsoft (NASDAQ:MSFT) last announced 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 the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the firm earned $3.23 earnings per share. Equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed 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 of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Transactions at Microsoft

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

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).