TBH Global Asset Management LLC Has $14.10 Million Stock Holdings in Microsoft Corporation $MSFT

TBH Global Asset Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 44.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 29,158 shares of the software giant’s stock after purchasing an additional 8,932 shares during the quarter. Microsoft comprises approximately 2.4% of TBH Global Asset Management LLC’s holdings, making the stock its 10th biggest position. TBH Global Asset Management LLC’s holdings in Microsoft were worth $14,101,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. BLVD Private Wealth LLC boosted its stake in shares of Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after acquiring an additional 19 shares during the period. Magnolia Capital Management Ltd. boosted its stake in Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after purchasing an additional 20 shares during the period. ARK & TLK Investments LLC boosted its stake in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after purchasing an additional 20 shares during the period. Rochester Wealth Strategies LLC boosted its stake in Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after purchasing an additional 20 shares during the period. Finally, Longfellow Investment Management Co. LLC boosted its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $421.06 on Thursday. The stock has a market capitalization of $3.13 trillion, a PE ratio of 25.06, a P/E/G ratio of 1.50 and a beta of 1.10. 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 business has a fifty day moving average price of $398.83 and a two-hundred day moving average price of $438.30. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.46 EPS. As a group, equities analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction 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 of the company’s stock, valued at $56,486,322.16. This represents a 8.20% 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 insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Truist Financial reduced their price target on Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. President Capital boosted their price target on Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. KeyCorp reduced their price target on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Finally, BMO Capital Markets reduced their price target on Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research note on Tuesday, April 28th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $560.88.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush said Microsoft’s restructured OpenAI partnership looks like a net positive rather than a setback, reinforcing the view that MSFT remains a key beneficiary of enterprise AI adoption. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is still being framed as a leading AI and cloud winner, with commentary highlighting Azure growth, Copilot demand, and broader enterprise AI spending as long-term drivers. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure
• Positive Sentiment: Microsoft is also attracting investor attention as a preferred AI holding, with one high-profile investor reportedly rotating out of Alphabet and into MSFT, which can be seen as a vote of confidence in the stock’s AI positioning. This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?
• Positive Sentiment: Microsoft announced a large purchase of 650,000 metric tons of carbon removal credits, suggesting continued investment in sustainability initiatives that may support its long-term corporate image and compliance goals. Microsoft’s carbon removal plans aren’t dead after all
• Neutral Sentiment: Some market commentary suggests Microsoft may be undervalued after a recent pullback, but that view is still debated and depends on whether AI spending translates into sustained earnings growth. Why Bill Ackman Thinks the Selloff in Microsoft Stock Is Misguided
• Negative Sentiment: The UK Competition and Markets Authority opened a probe into Microsoft’s software practices, creating a regulatory overhang that could pressure sentiment if scrutiny expands. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices
• Negative Sentiment: GitHub, which is owned by Microsoft, confirmed a security incident involving stolen internal repositories, adding a cybersecurity headline that could weigh on the stock near term. GitHub confirms 3,800 internal repos stolen through poisoned VS Code extension as supply chain worm hits Microsoft’s Python SDK

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).