Triad Wealth Partners LLC Has $13.18 Million Position in Microsoft Corporation $MSFT

Key Points

• Triad Wealth Partners LLC increased its Microsoft stake by 16.1% in the first quarter, adding 4,925 shares to reach 35,599 shares valued at about $13.18 million.
• Microsoft continues to draw attention for its AI growth story, including strong Azure momentum, a multi-billion-dollar AI revenue run rate, and a new long-term Chevron power deal to support AI data center expansion.
• The company’s latest earnings showed better-than-expected results, with EPS of $4.27 on revenue of $82.89 billion, while analysts still rate the stock a Moderate Buy with a consensus target of $561.20.

Triad Wealth Partners LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 35,599 shares of the software giant's stock after acquiring an additional 4,925 shares during the quarter. Microsoft makes up 1.0% of Triad Wealth Partners LLC's portfolio, making the stock its 21st largest holding. Triad Wealth Partners LLC's holdings in Microsoft were worth $13,178,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Rochester Wealth Strategies LLC boosted its holdings in shares of Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after acquiring an additional 20 shares in the last quarter. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after purchasing an additional 20 shares in the last quarter. Fischer Investment Strategies LLC boosted its stake in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after purchasing an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC grew its holdings in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after purchasing an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to be framed as a long-term AI winner, with commentary highlighting strong Azure growth, a multi-billion-dollar AI revenue run rate, and the company’s deep role in enterprise AI adoption. Got $1,000? 2 Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade.
• Positive Sentiment: Microsoft’s new 20-year Chevron power deal for a Texas AI data center reinforces confidence that it is still expanding aggressively to support future AI demand, which could help drive long-term cloud revenue. Microsoft Stock In Focus After Inking 20-Yr, 2.67 GW Power Deal With Chevron To Fuel AI Growth
• Positive Sentiment: Microsoft is also getting support from bullish market commentary that says the stock may be oversold and could rebound as investors distinguish between short-term pressure and long-term fundamentals. Dan Ives Believes MSFT Is The Most Oversold Large-Cap Stock, Draws Parallels To 'Negative' Narratives Around GOOGL A Year Ago
• Neutral Sentiment: Microsoft announced a new AI-in-education report and related tools, but this is more of a product/marketing update than a material near-term earnings driver. Microsoft's New AI in Education Report highlights widespread adoption and increasing demand for support
• Negative Sentiment: Fresh legal headlines are pressuring sentiment, as multiple law firms publicized securities class action claims tied to alleged investor harm and Copilot-related disclosures. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Microsoft is facing renewed skepticism around its quantum-computing claims after a Nature-linked critique questioned the scientific basis of its earlier breakthrough announcement. Microsoft's quantum computing technology called into question, again
• Negative Sentiment: Investors are also reacting to broader concerns that heavy AI infrastructure spending could weigh on free cash flow and margin trends, even if it supports future growth. Chamath Says Alphabet, Meta and Microsoft Aren’t Bleeding Cash — They’re Building Moats

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Evercore cut their price target on Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a report on Thursday, April 30th. China Renaissance decreased their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Arete Research raised their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reduced their target price on shares of Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, BNP Paribas Exane decreased their price target on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Microsoft Price Performance

Microsoft stock opened at $365.12 on Thursday. The business's 50-day simple moving average is $411.93 and its 200 day simple moving average is $422.73. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a market cap of $2.71 trillion, a price-to-earnings ratio of 21.73, a P/E/G ratio of 1.35 and a beta of 1.11. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the previous year, the business posted $3.46 EPS. The company's quarterly revenue was up 18.3% compared to the same quarter last year. As a group, research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is currently 21.67%.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last ninety days. Company insiders own 0.03% of the company's stock.

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).

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