Microsoft Corporation $MSFT is Triad Wealth Partners LLC’s 9th Largest Position

Triad Wealth Partners LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 50.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 22,912 shares of the software giant’s stock after buying an additional 7,672 shares during the quarter. Microsoft makes up about 2.3% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 9th largest holding. Triad Wealth Partners LLC’s holdings in Microsoft were worth $11,397,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in MSFT. Bulwark Capital Corp bought a new stake in shares of Microsoft during the 2nd quarter valued at $32,000. Westend Capital Management LLC increased its stake in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares in the last quarter. Newton One Investments LLC lifted its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. Finally, Legend Financial Advisors Inc. bought a new stake in Microsoft during the second quarter worth about $69,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Up 0.6%

Shares of MSFT opened at $520.54 on Thursday. The company’s fifty day moving average is $511.49 and its 200 day moving average is $478.67. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $3.87 trillion, a PE ratio of 38.16, a P/E/G ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly 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 return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm posted $2.95 EPS. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. 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.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is presently 24.34%.

Analyst Ratings Changes

A number of analysts have recently commented on MSFT shares. UBS Group reissued a “buy” rating on shares of Microsoft in a research report on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Evercore ISI increased their target price on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Finally, Truist Financial lifted their price target on Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $617.44.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Profile

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.