Triad Wealth Partners LLC Has $14.84 Million Holdings in Microsoft Corporation $MSFT

Triad Wealth Partners LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 13.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 30,674 shares of the software giant’s stock after purchasing an additional 3,718 shares during the quarter. Microsoft accounts for 1.4% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 14th largest holding. Triad Wealth Partners LLC’s holdings in Microsoft were worth $14,835,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BLVD Private Wealth LLC boosted its position in Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after buying an additional 19 shares in the last quarter. Magnolia Capital Management Ltd. boosted its position in Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after buying an additional 20 shares in the last quarter. ARK & TLK Investments LLC boosted its position in Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after buying an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC boosted its position in Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on MSFT shares. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research report on Monday. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. BMO Capital Markets reduced their target price on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research report on Tuesday. Barclays reiterated a “buy” rating on shares of Microsoft in a research report on Tuesday. Finally, KeyCorp reduced their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $563.72.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will roll Copilot out to all ~743,000 employees, a large enterprise deployment that should accelerate Copilot monetization and Azure consumption. Accenture to roll out Copilot
• Positive Sentiment: Several brokerages and analysts reiterated buy/outperform ratings or raised targets (TD Cowen, HSBC, RBC, Barclays, Benchmark among them), signaling continued Wall Street support that helps limit downside after recent volatility. Analyst ratings update
• Positive Sentiment: Notable value buyer Michael Burry disclosed a new MSFT stake, a high‑profile contrarian buy that can attract other bargain hunters and provide technical support. Michael Burry buys MSFT
• Neutral Sentiment: Microsoft reports fiscal Q3 results after the close Wednesday; previews highlight Azure growth and Copilot monetization as the key levers — earnings could spark a sharp intraday move either way. Earnings preview
• Neutral Sentiment: Market commentary urges a “reset” narrative: some strategists say the cloud / AI story remains intact but investors need clearer evidence of durable margin and revenue inflection from Copilot/Azure. MarketWatch reset note
• Negative Sentiment: Microsoft agreed to stop paying OpenAI a revenue share and to make its IP license non‑exclusive — the change removes some strategic advantages, triggered an earlier share pullback and raises long‑term competitive uncertainty for Azure. Seeking Alpha on revenue share end
• Negative Sentiment: OpenAI models began appearing on Amazon Bedrock and the updated pact allows hosting on rival clouds, increasing competition for AI workloads and data‑center demand away from Microsoft. OpenAI on Amazon Bedrock
• Negative Sentiment: Regulatory and legal risks are rising — the Musk v. Altman/OpenAI trial and EU moves to target cloud/AI competition could create headline risk and potential business constraints for Microsoft. EU rules on cloud/AI

Microsoft Trading Up 1.0%

Shares of NASDAQ MSFT opened at $429.25 on Wednesday. The company’s 50 day simple moving average is $394.60 and its 200 day simple moving average is $448.82. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.19 trillion, a P/E ratio of 26.84, a P/E/G ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the prior year, the business posted $3.23 earnings per share. Microsoft’s revenue was up 16.7% compared to the same quarter last year. On average, analysts predict that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is currently 22.76%.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).