Trinity Financial Advisors LLC Has $1.57 Million Stake in Microsoft Corporation $MSFT

Trinity Financial Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,206 shares of the software giant’s stock after purchasing an additional 79 shares during the quarter. Microsoft comprises approximately 0.6% of Trinity Financial Advisors LLC’s investment portfolio, making the stock its 27th largest holding. Trinity Financial Advisors LLC’s holdings in Microsoft were worth $1,569,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of MSFT. Fosun International Ltd lifted its stake in Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after acquiring an additional 23 shares in the last quarter. Gagnon Securities LLC raised its stake in shares of Microsoft by 3.5% during the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock worth $264,000 after purchasing an additional 24 shares during the period. Alliance Wealth Management Group raised its stake in shares of Microsoft by 0.4% during the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock worth $2,368,000 after purchasing an additional 25 shares during the period. Guidance Point Advisors LLC raised its stake in shares of Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock worth $1,811,000 after purchasing an additional 25 shares during the period. Finally, Orin Green Financial LLC raised its stake in shares of Microsoft by 1.2% during the 1st quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant’s stock worth $767,000 after purchasing an additional 25 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 1.8%

Shares of NASDAQ MSFT opened at $509.90 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.38, a PEG ratio of 2.19 and a beta of 1.04. The business has a 50-day moving average of $510.55 and a 200-day moving average of $454.19.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of a number of recent analyst reports. Mizuho lifted their target price on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Barclays reiterated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Scotiabank lifted their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Bank of America lifted their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Finally, The Goldman Sachs Group lifted their target price on Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a research note on Wednesday, May 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $612.54.

About Microsoft

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.