Microsoft Corporation $MSFT Shares Bought by Trevian Wealth Management LLC

Trevian Wealth Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,246 shares of the software giant’s stock after acquiring an additional 136 shares during the quarter. Microsoft comprises approximately 1.9% of Trevian Wealth Management LLC’s holdings, making the stock its 8th largest holding. Trevian Wealth Management LLC’s holdings in Microsoft were worth $3,107,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Kingstone Capital Partners Texas LLC boosted its stake in Microsoft by 564,387.1% during the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after buying an additional 90,533,328 shares in the last quarter. Nuveen LLC acquired a new stake in shares of Microsoft during the 1st quarter valued at about $18,733,827,000. Northern Trust Corp increased its stake in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. Vanguard Group Inc. raised its position in Microsoft by 1.1% in the first 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 in the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in Microsoft by 14.1% during the first quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock worth $18,521,349,000 after purchasing an additional 6,101,005 shares during the period. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 0.2%

Shares of NASDAQ:MSFT opened at $517.03 on Tuesday. The company has a 50 day moving average price of $514.07 and a two-hundred day moving average price of $489.41. 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 company has a market capitalization of $3.84 trillion, a PE ratio of 36.77, 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 posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period in the prior year, the business earned $3.30 EPS. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced 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. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Analysts Set New Price Targets

MSFT has been the subject of a number of analyst reports. JPMorgan Chase & Co. lifted their price objective on Microsoft from $565.00 to $575.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. TD Cowen lifted their price target on shares of Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Stifel Nicolaus set a $640.00 price objective on shares of Microsoft in a report on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $630.00 target price on shares of Microsoft in a report on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $634.67.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred 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 completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

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.