Microsoft Corporation $MSFT is Triangle Securities Wealth Management’s 4th Largest Position

Triangle Securities Wealth Management increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 29.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 25,679 shares of the software giant’s stock after buying an additional 5,805 shares during the quarter. Microsoft comprises approximately 3.0% of Triangle Securities Wealth Management’s portfolio, making the stock its 4th largest position. Triangle Securities Wealth Management’s holdings in Microsoft were worth $13,300,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. raised its holdings in Microsoft by 2.0% in 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 buying an additional 13,691,572 shares during the period. State Street Corp increased its position in shares of Microsoft by 1.1% during 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 acquiring an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Microsoft by 2.0% in the 2nd 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 period. Norges Bank acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC boosted 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 worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
• Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
• Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
• Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the firm’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 sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,100 shares of company stock valued at $27,598,872 over the last quarter. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of Microsoft stock opened at $472.94 on Friday. The business has a 50-day simple moving average of $493.47 and a 200-day simple moving average of $503.68. 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 one year low of $344.79 and a one year high of $555.45. The company has a market cap of $3.52 trillion, a PE ratio of 33.64, a P/E/G ratio of 1.81 and a beta of 1.07.

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. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter in the previous year, the firm earned $3.30 earnings per share. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MSFT. Rothschild & Co Redburn reissued a “neutral” rating and issued a $500.00 target price (down previously from $560.00) on shares of Microsoft in a research report on Tuesday, November 18th. Piper Sandler reiterated an “overweight” rating and issued a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Melius Research increased their target price on Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price target on shares of Microsoft in a research report on Tuesday, October 28th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $631.03.

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).