Triasima Portfolio Management inc. Raises Holdings in Microsoft Corporation $MSFT

Triasima Portfolio Management inc. lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,575 shares of the software giant’s stock after buying an additional 1,818 shares during the period. Microsoft makes up 1.7% of Triasima Portfolio Management inc.’s portfolio, making the stock its 14th biggest position. Triasima Portfolio Management inc.’s holdings in Microsoft were worth $9,239,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Bulwark Capital Corp purchased a new position in Microsoft in the second quarter worth about $32,000. Westend Capital Management LLC boosted its position in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management purchased a new position in Microsoft in the fourth quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC boosted its position in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock worth $59,000 after purchasing an additional 95 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Microsoft stock opened at $525.76 on Friday. The firm’s fifty day moving average is $513.60 and its 200 day moving average is $485.93. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market cap of $3.91 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.36 and a beta of 1.03. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The business had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the prior year, the firm posted $3.30 earnings per share. The business’s revenue for the quarter was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction of $75,315,699.90. Following 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 value of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research reports. Raymond James Financial dropped their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a report on Thursday. BMO Capital Markets dropped their price target on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday. Mizuho set a $640.00 price target on shares of Microsoft in a research note on Tuesday. The Goldman Sachs Group reiterated a “buy” rating and set a $630.00 price target on shares of Microsoft in a research note on Tuesday. Finally, Wells Fargo & Company lifted their target price on Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $634.67.

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.