Microsoft Corporation $MSFT Stock Acquired by Trinity Legacy Partners LLC

Key Points

• Trinity Legacy Partners increased its Microsoft stake by 10% in the second quarter, bringing its holdings to 28,022 shares valued at approximately $11.24 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft insiders sold 143,009 shares worth about $71.4 million over the past three months, including significant sales by CEO Satya Nadella and EVP Takeshi Numoto. Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $569.29.
• Microsoft exceeded quarterly expectations with $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, implying an annualized yield of 0.8%.

Trinity Legacy Partners LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,022 shares of the software giant's stock after buying an additional 2,546 shares during the period. Microsoft accounts for 2.2% of Trinity Legacy Partners LLC's investment portfolio, making the stock its 12th largest holding. Trinity Legacy Partners LLC's holdings in Microsoft were worth $11,240,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Auto Owners Insurance Co increased its position in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Microsoft by 234.5% in the 4th quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant's stock valued at $8,619,211,000 after purchasing an additional 12,493,786 shares during the period. Amundi grew its stake in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after buying an additional 9,814,598 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in Microsoft by 64.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after buying an additional 9,493,778 shares during the last quarter. Finally, Diamant Asset Management Inc. increased its position in Microsoft by 38,442.1% during the first quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant's stock worth $2,521,001,000 after buying an additional 6,792,718 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 143,009 shares of company stock worth $71,420,699. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MSFT. Benchmark reissued a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Argus dropped their price objective on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. Wolfe Research downgraded shares of Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday. Raymond James Financial lowered Microsoft from a "moderate buy" rating to a "strong sell" rating in a report on Wednesday. Finally, TD Cowen reaffirmed a "buy" rating and set a $540.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $569.29.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is increasing. Stifel upgraded Microsoft to Buy from Hold and raised its price target to $575, citing Azure and Copilot growth, durable margins, and a path for AI spending to produce stronger revenue. Jefferies also reaffirmed its Buy rating, while other analysts highlighted potential upside. Why These Wall Street Analysts Think Microsoft Stock Is Getting Back on Track
• Positive Sentiment: Azure demand remains the central growth catalyst. Reports point to a roughly $678 billion backlog and the need for Microsoft to add data-center capacity quickly enough to serve existing customers. Azure Red Hat OpenShift for Azure Government also received DoD Impact Level 5 certification, expanding its use among government and highly regulated customers. Azure Red Hat OpenShift Achieves IL5 Certification
• Positive Sentiment: Microsoft is expanding its AI infrastructure footprint. The company plans to invest more than $10 billion in Gulf-region cloud, AI, connectivity and cybersecurity infrastructure through 2030, potentially supporting long-term regional demand. Microsoft Plans Gulf Investment

Microsoft Trading Down 0.5%

Shares of MSFT opened at $497.93 on Friday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market capitalization of $3.70 trillion, a P/E ratio of 27.72, a PEG ratio of 1.60 and a beta of 1.11. The firm's 50-day moving average is $475.48 and its two-hundred day moving average is $425.54.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.65 EPS. On average, research analysts predict that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 annualized dividend and a yield of 0.8%. This is a positive change from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's dividend payout ratio is currently 20.27%.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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