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

Key Points

• Triad Wealth Partners raised its Microsoft stake 13.8% to 30,674 shares, valued at $14.84 million, which is about 1.4% of its portfolio and its 14th largest holding.
• Wall Street consensus rates Microsoft as a Moderate Buy with a $563.72 average price target, even as several analysts trimmed targets; institutional investors own roughly 71.13% of the stock.
• Insider and news developments are mixed: a director bought 5,000 shares while an EVP sold 12,321, and headlines range from Accenture's broad Copilot rollout (positive) to OpenAI exclusivity changes and Amazon Bedrock hosting that raise competitive and regulatory risks (negative).

Triad Wealth Partners LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,674 shares of the software giant's stock after purchasing an additional 3,718 shares during the period. Microsoft accounts for about 1.4% of Triad Wealth Partners LLC's investment portfolio, making the stock its 14th biggest holding. Triad Wealth Partners LLC's holdings in Microsoft were worth $14,835,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the 3rd quarter valued at about $38,000. Sellwood Investment Partners LLC acquired a new position in Microsoft during the 3rd quarter worth $49,000. University of Illinois Foundation acquired a new position in Microsoft during the 2nd quarter worth $50,000. Finally, Daytona Street Capital LLC acquired a new position in Microsoft during the 4th quarter worth $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on MSFT shares. Sanford C. Bernstein reissued an "outperform" rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Wall Street Zen lowered shares of Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. Cantor Fitzgerald cut their target price on shares of Microsoft from $590.00 to $502.00 and set an "overweight" rating for the company in a research report on Monday. Wolfe Research cut their target price on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating for the company in a research report on Thursday, January 29th. Finally, UBS Group reissued a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $563.72.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $429.25 on Wednesday. The stock has a market cap of $3.19 trillion, a P/E ratio of 26.84, a PEG ratio of 1.60 and a beta of 1.11. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company's 50-day simple moving average is $394.60 and its 200 day simple moving average is $448.82.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analysts' expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company's revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.23 earnings per share. As a group, research analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Key Headlines Impacting Microsoft

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 Company Profile

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.