TRB Advisors LP Grows Stock Holdings in Microsoft Corporation $MSFT

TRB Advisors LP increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 14.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 195,000 shares of the software giant’s stock after acquiring an additional 25,000 shares during the period. Microsoft comprises 23.2% of TRB Advisors LP’s investment portfolio, making the stock its 2nd biggest position. TRB Advisors LP’s holdings in Microsoft were worth $96,995,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. WFA Asset Management Corp raised its holdings in Microsoft by 27.0% during the 1st 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 last quarter. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% during the fourth 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 last quarter. Finally, Eagle Capital Management LLC lifted its holdings in 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. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

Microsoft Stock Down 2.7%

NASDAQ:MSFT opened at $493.79 on Wednesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock has a 50-day moving average price of $514.35 and a two-hundred day moving average price of $498.33. The stock has a market cap of $3.67 trillion, a price-to-earnings ratio of 35.12, a PEG ratio of 2.36 and a beta of 1.02. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.Microsoft’s revenue was up 18.4% compared to the same quarter last year. During the same quarter last year, the firm posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts expect 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. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 25.89%.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MSFT. BMO Capital Markets lowered their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Raymond James Financial decreased their price objective on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Barclays reissued an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Finally, Piper Sandler restated an “overweight” rating and set a $650.00 target price on shares of Microsoft in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $634.33.

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.