Microsoft Corporation $MSFT is Atria Wealth Solutions Inc.’s 5th Largest Position

Atria Wealth Solutions Inc. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 56.7% in the second quarter, HoldingsChannel reports. The fund owned 139,747 shares of the software giant’s stock after selling 182,741 shares during the quarter. Microsoft makes up about 1.6% of Atria Wealth Solutions Inc.’s portfolio, making the stock its 5th largest position. Atria Wealth Solutions Inc.’s holdings in Microsoft were worth $69,565,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after buying an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC raised its holdings in shares of Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Northern Trust Corp lifted its stake in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after purchasing an additional 5,370,546 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $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. Over the last 90 days, insiders have sold 192,555 shares of company stock valued at $97,840,842. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on MSFT. Wedbush restated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a report on Wednesday, October 22nd. Barclays restated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. TD Cowen upped their price target on shares of Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Mizuho set a $640.00 price objective on Microsoft in a research report on Tuesday, October 28th. Finally, Sanford C. Bernstein upped their target price on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $634.47.

Microsoft Stock Performance

Shares of MSFT opened at $496.82 on Monday. The firm has a market cap of $3.69 trillion, a price-to-earnings ratio of 35.34, a PEG ratio of 2.36 and a beta of 1.02. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $513.88 and its two-hundred day moving average is $493.26. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The business’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Microsoft Company 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.