Microsoft Co. (NASDAQ:MSFT) is Cape Investment Advisory Inc.’s 5th Largest Position

Cape Investment Advisory Inc. increased its position in shares of Microsoft Co. (NASDAQ:MSFTFree Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,191 shares of the software giant’s stock after buying an additional 406 shares during the quarter. Microsoft comprises 2.6% of Cape Investment Advisory Inc.’s investment portfolio, making the stock its 5th biggest holding. Cape Investment Advisory Inc.’s holdings in Microsoft were worth $5,336,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Friedenthal Financial acquired a new stake in shares of Microsoft during the fourth quarter worth about $45,000. PayPay Securities Corp raised its stake in Microsoft by 23.7% during the 4th quarter. PayPay Securities Corp now owns 188 shares of the software giant’s stock valued at $71,000 after acquiring an additional 36 shares during the last quarter. Authentikos Wealth Advisory LLC acquired a new stake in Microsoft during the 3rd quarter worth approximately $87,000. Kathleen S. Wright Associates Inc. grew its stake in shares of Microsoft by 160.7% in the 4th quarter. Kathleen S. Wright Associates Inc. now owns 232 shares of the software giant’s stock valued at $87,000 after purchasing an additional 143 shares during the last quarter. Finally, Family CFO Inc increased its holdings in shares of Microsoft by 13.6% in the third quarter. Family CFO Inc now owns 359 shares of the software giant’s stock valued at $113,000 after purchasing an additional 43 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on MSFT shares. StockNews.com lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Thursday, February 22nd. BMO Capital Markets boosted their price target on shares of Microsoft from $455.00 to $465.00 and gave the stock an “outperform” rating in a research note on Friday, April 12th. UBS Group restated a “buy” rating and issued a $480.00 price objective on shares of Microsoft in a research report on Wednesday, April 10th. Macquarie boosted their target price on Microsoft from $460.00 to $475.00 and gave the stock an “outperform” rating in a research report on Friday, May 17th. Finally, The Goldman Sachs Group raised their price target on Microsoft from $450.00 to $515.00 and gave the company a “buy” rating in a report on Friday, April 26th. Three investment analysts have rated the stock with a hold rating and thirty-two have issued a buy rating to the company. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $460.56.

Check Out Our Latest Analysis on Microsoft

Insider Buying and Selling

In other Microsoft news, EVP Kathleen T. Hogan sold 21,955 shares of the business’s stock in a transaction dated Monday, March 11th. The stock was sold at an average price of $403.96, for a total transaction of $8,868,941.80. Following the completion of the sale, the executive vice president now owns 159,764 shares of the company’s stock, valued at $64,538,265.44. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. In other news, CMO Takeshi Numoto sold 244 shares of the firm’s stock in a transaction on Monday, June 3rd. The shares were sold at an average price of $415.53, for a total value of $101,389.32. Following the transaction, the chief marketing officer now owns 47,011 shares of the company’s stock, valued at approximately $19,534,480.83. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 21,955 shares of the company’s stock in a transaction on Monday, March 11th. The stock was sold at an average price of $403.96, for a total transaction of $8,868,941.80. Following the sale, the executive vice president now directly owns 159,764 shares of the company’s stock, valued at $64,538,265.44. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 47,521 shares of company stock valued at $19,746,476. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.2 %

Shares of NASDAQ:MSFT opened at $423.85 on Friday. The company has a current ratio of 1.24, a quick ratio of 1.23 and a debt-to-equity ratio of 0.17. The firm has a market cap of $3.15 trillion, a price-to-earnings ratio of 36.70, a PEG ratio of 2.24 and a beta of 0.89. The stock’s 50-day moving average price is $416.20 and its two-hundred day moving average price is $402.39. Microsoft Co. has a 12-month low of $309.45 and a 12-month high of $433.60.

Microsoft (NASDAQ:MSFTGet Free Report) last released its earnings results on Thursday, April 25th. The software giant reported $2.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.81 by $0.13. Microsoft had a net margin of 36.43% and a return on equity of 37.54%. The business had revenue of $61.86 billion for the quarter, compared to analysts’ expectations of $60.86 billion. During the same period last year, the company earned $2.45 earnings per share. The company’s quarterly revenue was up 17.0% on a year-over-year basis. On average, research analysts forecast that Microsoft Co. will post 11.77 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 13th. Stockholders of record on Thursday, May 16th will be issued a dividend of $0.75 per share. The ex-dividend date is Wednesday, May 15th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 0.71%. Microsoft’s payout ratio is 25.97%.

Microsoft Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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