Microsoft Corporation $MSFT Shares Sold by Triangle Securities Wealth Management

Key Points

• Triangle Securities Wealth Management has reduced its stake in Microsoft Corporation by 25.0%, now holding 19,874 shares valued at about $9,885,000.
• CEO Satya Nadella sold a total of 149,205 shares in early September, which reflects a 15.87% decrease in his ownership.
• Microsoft recently announced an increase in its quarterly dividend from $0.83 to $0.91, with the dividend yield now at 0.7%.

Triangle Securities Wealth Management reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,874 shares of the software giant's stock after selling 6,610 shares during the period. Microsoft makes up about 2.4% of Triangle Securities Wealth Management's investment portfolio, making the stock its 4th biggest holding. Triangle Securities Wealth Management's holdings in Microsoft were worth $9,885,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. CWC Advisors LLC. increased its holdings in Microsoft by 3.1% in the 2nd quarter. CWC Advisors LLC. now owns 6,678 shares of the software giant's stock valued at $3,322,000 after purchasing an additional 201 shares in the last quarter. Legacy Financial Strategies LLC increased its holdings in Microsoft by 7.4% in the 2nd quarter. Legacy Financial Strategies LLC now owns 9,336 shares of the software giant's stock valued at $4,644,000 after purchasing an additional 644 shares in the last quarter. Western Pacific Wealth Management LP increased its holdings in Microsoft by 2.7% in the 2nd quarter. Western Pacific Wealth Management LP now owns 13,021 shares of the software giant's stock valued at $6,477,000 after purchasing an additional 341 shares in the last quarter. Kozak & Associates Inc. boosted its position in Microsoft by 2.0% in the 2nd quarter. Kozak & Associates Inc. now owns 53,670 shares of the software giant's stock valued at $27,023,000 after buying an additional 1,041 shares during the last quarter. Finally, Charter Oak Capital Management LLC boosted its position in Microsoft by 4.3% in the 2nd quarter. Charter Oak Capital Management LLC now owns 10,639 shares of the software giant's stock valued at $5,292,000 after buying an additional 439 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft 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 value of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm'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 transaction of $2,557,502.00. Following the transaction, 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. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $511.46 on Friday. The firm's 50-day moving average price is $512.03 and its two-hundred day moving average price is $462.60. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock has a market capitalization of $3.80 trillion, a P/E ratio of 37.50, a P/E/G ratio of 2.23 and a beta of 1.04. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the business earned $2.95 earnings per share. Microsoft's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 24.34%.

Analysts Set New Price Targets

MSFT has been the subject of a number of analyst reports. Oppenheimer upped their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Citigroup upped their price objective on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research report on Tuesday, July 22nd. Melius Research upped their price objective on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday. Westpark Capital reissued a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Finally, Morgan Stanley upped their price objective on shares of Microsoft from $582.00 to $625.00 and gave the company an "overweight" rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average target price of $614.45.

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.