Triune Financial Partners LLC Purchases 369 Shares of Microsoft Corporation $MSFT

Triune Financial Partners LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 38.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,339 shares of the software giant’s stock after acquiring an additional 369 shares during the quarter. Microsoft makes up approximately 0.2% of Triune Financial Partners LLC’s holdings, making the stock its 18th biggest holding. Triune Financial Partners LLC’s holdings in Microsoft were worth $503,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Siren L.L.C. grew its holdings in Microsoft by 23.9% during the 1st quarter. Siren L.L.C. now owns 28,500 shares of the software giant’s stock worth $10,699,000 after acquiring an additional 5,500 shares during the last quarter. Mattson Financial Services LLC boosted its stake in shares of Microsoft by 29.0% in the 1st quarter. Mattson Financial Services LLC now owns 25,922 shares of the software giant’s stock valued at $9,731,000 after purchasing an additional 5,834 shares during the last quarter. BOS Asset Management LLC boosted its stake in shares of Microsoft by 2.3% in the 1st quarter. BOS Asset Management LLC now owns 7,307 shares of the software giant’s stock valued at $2,743,000 after purchasing an additional 167 shares during the last quarter. WBI Investments LLC bought a new position in shares of Microsoft in the 1st quarter valued at about $2,349,000. Finally, Main Line Retirement Advisors LLC boosted its stake in shares of Microsoft by 3.6% in the 1st quarter. Main Line Retirement Advisors LLC now owns 2,727 shares of the software giant’s stock valued at $1,024,000 after purchasing an additional 94 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $509.90 on Monday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market capitalization of $3.79 trillion, a PE ratio of 37.38, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. The firm’s 50 day moving average is $510.55 and its 200-day moving average is $454.62.

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

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were 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 directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on MSFT shares. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Barclays reaffirmed an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a research report on Thursday, July 31st. Sanford C. Bernstein increased their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, UBS Group reiterated a “buy” rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus 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.