TriaGen Wealth Management LLC Boosts Holdings in Microsoft Corporation $MSFT

TriaGen Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 31.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,475 shares of the software giant’s stock after buying an additional 1,540 shares during the quarter. Microsoft makes up approximately 1.0% of TriaGen Wealth Management LLC’s holdings, making the stock its 25th largest holding. TriaGen Wealth Management LLC’s holdings in Microsoft were worth $3,221,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC grew its holdings in shares of Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after acquiring an additional 5,370,546 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on MSFT. UBS Group reissued a “buy” rating on shares of Microsoft in a research report on Wednesday, October 22nd. Cowen reissued a “buy” rating on shares of Microsoft in a research report on Friday, October 24th. Wedbush reaffirmed an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a research report on Wednesday, October 22nd. Wells Fargo & Company upped their target price on Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research report on Monday, October 6th. Finally, Arete Research upped their target price on Microsoft from $710.00 to $730.00 in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $626.58.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $541.55 on Thursday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business’s fifty day moving average price is $513.17 and its two-hundred day moving average price is $485.65. The firm has a market capitalization of $4.03 trillion, a PE ratio of 39.70, a P/E/G ratio of 2.36 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.During the same period last year, the firm earned $3.30 EPS. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. On average, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Microsoft Company 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.