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

Triad Investment Management boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 482.5% in the second quarter, HoldingsChannel reports. The firm owned 6,635 shares of the software giant’s stock after purchasing an additional 5,496 shares during the quarter. Microsoft accounts for about 2.8% of Triad Investment Management’s holdings, making the stock its 16th largest holding. Triad Investment Management’s holdings in Microsoft were worth $2,475,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Montgomery Financial Services LLC bought a new position in Microsoft during the 2nd quarter worth $26,000. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% in the second 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 in the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft in the fourth quarter valued at about $34,000. Frankly Finances LLC acquired a new stake in Microsoft in the 2nd quarter worth about $35,000. Finally, Timmons Wealth Management LLC acquired a new position in Microsoft during the 4th quarter worth approximately $36,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 101,335 shares of company stock valued at $50,655,795 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.5%

NASDAQ:MSFT opened at $491.65 on Thursday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The firm’s fifty day moving average is $451.71 and its 200-day moving average is $417.95. The firm has a market cap of $3.65 trillion, a P/E ratio of 27.37, a P/E/G ratio of 1.59 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.65 earnings per share. Equities analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MSFT. Phillip Securities lowered shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday, August 3rd. Weiss Ratings upgraded shares of Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. UBS Group set a $525.00 price target on Microsoft in a research note on Thursday, July 30th. CLSA reissued an “outperform” rating on shares of Microsoft in a report on Thursday, July 30th. Finally, Wells Fargo & Company boosted their price objective on Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $564.27.

More 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

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.