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

by · The Cerbat Gem

IFG Advisory LLC grew its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.4% during the 4th quarter, Holdings Channel reports. The firm owned 44,407 shares of the software giant’s stock after purchasing an additional 3,070 shares during the quarter. Microsoft makes up about 0.9% of IFG Advisory LLC’s investment portfolio, making the stock its 14th biggest position. IFG Advisory LLC’s holdings in Microsoft were worth $21,476,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter worth about $828,000. Trifecta Capital Advisors LLC raised its holdings in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. raised its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Werba Rubin Papier Wealth Management raised its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC raised its holdings in Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after purchasing an additional 6,468,645 shares during the last quarter. 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: 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

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $403.41 on Wednesday. The company has a market capitalization of $3.00 trillion, a price-to-earnings ratio of 24.01, a P/E/G ratio of 1.48 and a beta of 1.11. The firm’s 50 day simple moving average is $409.48 and its 200 day simple moving average is $430.37. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

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

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Rothschild & Co Redburn dropped their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. DA Davidson dropped their price objective on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective for the company in a report on Wednesday, May 13th. Finally, Citizens Jmp assumed coverage on Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective for the company. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Read Our Latest Stock Analysis on MSFT

Microsoft Company Profile

(Free Report)

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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