Tran Capital Management L.P. Has $64.35 Million Stock Position in Microsoft Corporation $MSFT

Tran Capital Management L.P. decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 124,244 shares of the software giant’s stock after selling 8,346 shares during the quarter. Microsoft makes up approximately 7.7% of Tran Capital Management L.P.’s investment portfolio, making the stock its 3rd biggest position. Tran Capital Management L.P.’s holdings in Microsoft were worth $64,352,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Vanguard Group Inc. lifted its position in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock valued at $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. State Street Corp lifted its holdings in Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after buying an additional 3,166,275 shares during the period. Geode Capital Management LLC boosted its stake in Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock valued at $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new stake in Microsoft during the 2nd quarter worth $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC raised its position in shares of Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after acquiring an additional 90,533,328 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of MSFT stock opened at $470.28 on Tuesday. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company’s 50 day moving average price is $477.94 and its two-hundred day moving average price is $500.97. The company has a market capitalization of $3.50 trillion, a P/E ratio of 33.45, a price-to-earnings-growth ratio of 1.88 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The firm’s revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.30 earnings per share. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is 25.89%.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,100 shares of company stock valued at $27,598,872 over the last three months. Company insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched the Maia 200 AI inference chip, which the company says delivers roughly 30% better performance-per-dollar and will be deployed in U.S. data centers — a direct play on lowering inference costs, improving gross margins for Azure/Copilot, and reducing reliance on third-party GPUs. Read More.
• Positive Sentiment: Sell‑side and independent analysts are broadly bullish ahead of Q2, forecasting strong Azure and AI adoption that could drive another “robust” quarter; several previews expect revenue and AI‑driven growth to beat or justify premium multiples. Read More.
• Neutral Sentiment: Upcoming Q2 earnings (Jan. 28) and the Fed meeting make this a volatile catalyst week — investors are focused on forward guidance and margins (not just trailing revenue), so the stock could swing on the tone of management’s commentary. Read More.
• Neutral Sentiment: Analyst price‑target moves are mixed: some firms trimmed targets (Bank of America lowered its PT), while others maintain buy/outperform ratings — this produces conflicting near‑term signals despite a generally bullish long‑term view. Read More.
• Negative Sentiment: Regulatory/legal risk: a class‑action suit targets an AI hiring tool (Eightfold) used by Microsoft and others, raising headline risk around AI product governance and potential reputational/legal costs. Read More.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Cantor Fitzgerald decreased their price objective on Microsoft from $639.00 to $590.00 in a research note on Thursday, January 22nd. DA Davidson restated a “buy” rating and set a $650.00 target price on shares of Microsoft in a research report on Thursday, December 4th. BMO Capital Markets lowered their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. UBS Group cut their price target on shares of Microsoft from $650.00 to $600.00 and set a “buy” rating on the stock in a research report on Friday. Finally, Mizuho decreased their price objective on shares of Microsoft from $640.00 to $620.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $611.87.

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).