Triad Investment Management Buys 5,496 Shares of Microsoft Corporation $MSFT

Key Points

• Triad Investment Management increased its Microsoft stake by 482.5% in the second quarter, buying 5,496 additional shares for a total of 6,635 shares worth approximately $2.48 million. Institutional investors and hedge funds own 71.13% of Microsoft.
• Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, exceeding analyst expectations, while revenue rose 17.7% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $564.27.
• Despite strong Azure and AI momentum, Microsoft faces concerns over heavy AI infrastructure spending, cybersecurity vulnerabilities and legal challenges involving OpenAI. Insiders have also sold more than 101,000 shares worth approximately $50.7 million over the past 90 days.

Triad Investment Management raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 482.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,635 shares of the software giant's stock after buying an additional 5,496 shares during the quarter. Microsoft comprises 2.8% of Triad Investment Management's portfolio, making the stock its 16th biggest position. Triad Investment Management's holdings in Microsoft were worth $2,475,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of MSFT. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 101,335 shares of company stock valued at $50,655,795 in the last 90 days. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

MSFT has been the topic of a number of research analyst reports. CLSA restated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. Piper Sandler increased their target price on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. UBS Group set a $525.00 price target on Microsoft in a research note on Thursday, July 30th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a report on Thursday, July 30th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $564.27.

Microsoft Trading Down 0.5%

Microsoft stock opened at $491.65 on Thursday. The firm has a 50-day moving average of $451.71 and a 200-day moving average of $417.95. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market cap of $3.65 trillion, a price-to-earnings ratio of 27.37, a P/E/G ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the business earned $3.65 earnings per share. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. On average, equities analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

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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