TCI Wealth Advisors Inc. Lowers Stake in Microsoft Corporation $MSFT

Posted by Brenda Bartman on Jul 17th, 2026

TCI Wealth Advisors Inc. cut its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.4% during the first quarter, HoldingsChannel reports. The fund owned 30,487 shares of the software giant’s stock after selling 2,438 shares during the quarter. Microsoft comprises about 0.6% of TCI Wealth Advisors Inc.’s holdings, making the stock its 23rd largest position. TCI Wealth Advisors Inc.’s holdings in Microsoft were worth $11,285,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Burford Brothers Inc. boosted its position in Microsoft by 1.3% during the first quarter. Burford Brothers Inc. now owns 20,227 shares of the software giant’s stock valued at $7,488,000 after purchasing an additional 251 shares in the last quarter. Arcadia Wealth Management LLC raised its holdings in Microsoft by 9.2% in the first quarter. Arcadia Wealth Management LLC now owns 1,585 shares of the software giant’s stock worth $587,000 after purchasing an additional 134 shares in the last quarter. Capital Financial Group Inc. Co. ADV lifted its position in shares of Microsoft by 10.3% during the first quarter. Capital Financial Group Inc. Co. ADV now owns 1,496 shares of the software giant’s stock valued at $554,000 after buying an additional 140 shares during the last quarter. Appalachian Capital Management Ltd lifted its position in shares of Microsoft by 16.8% during the first quarter. Appalachian Capital Management Ltd now owns 917 shares of the software giant’s stock valued at $339,000 after buying an additional 132 shares during the last quarter. Finally, Integrity Wealth Partners LLC bought a new stake in shares of Microsoft in the 1st quarter valued at about $1,684,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft 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 transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $401.10 on Friday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company’s 50 day moving average is $400.70 and its 200 day moving average is $411.43. 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 company has a market cap of $2.98 trillion, a PE ratio of 23.88, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data 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 during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the business posted $3.46 EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts remain broadly bullish ahead of Microsoft’s July 29 earnings report, with several firms still rating the stock Buy/Outperform even after trimming price targets. Microsoft Earnings Preview: Copilot, AI Spending and Margins Are in Focus
Positive Sentiment: Microsoft is being viewed as a top AI vendor, and Citi highlighted it as one of the leading players in the space, reinforcing the company’s AI leadership narrative. Citi Finds Microsoft (MSFT) as One of the Top AI Vendors
Positive Sentiment: Microsoft announced a strategic partnership with 3M to advance AI data center infrastructure and enterprise transformation, a sign of continued demand for its cloud and AI ecosystem. 3M and Microsoft announce strategic partnership to advance AI data center infrastructure and enterprise transformation
Positive Sentiment: CEO Satya Nadella’s push to emphasize Microsoft’s in-house AI models and lower-cost enterprise offerings suggests a more aggressive competitive strategy versus OpenAI, Google, and Anthropic. Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic

Analyst Ratings Changes

A number of research analysts have recently issued reports on MSFT shares. Wells Fargo & Company cut their price objective on shares of Microsoft from $650.00 to $625.00 and set an “overweight” rating on the stock in a research report on Wednesday. Guggenheim restated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating and issued a $525.00 price target on shares of Microsoft in a report on Wednesday. Stifel Nicolaus reduced their price target on Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a research report on Thursday, June 25th. Finally, Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Forty-one research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $557.96.

Check Out Our Latest Research Report on Microsoft

About Microsoft

(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).