Tlwm Has $2 Million Stake in Microsoft Co. (NASDAQ:MSFT)

Tlwm trimmed its holdings in Microsoft Co. (NASDAQ:MSFTFree Report) by 1.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,741 shares of the software giant’s stock after selling 85 shares during the period. Microsoft accounts for 0.4% of Tlwm’s holdings, making the stock its 15th largest position. Tlwm’s holdings in Microsoft were worth $1,995,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Friedenthal Financial bought a new stake in Microsoft during the fourth quarter worth $45,000. Neo Ivy Capital Management bought a new stake in Microsoft during the fourth quarter worth $58,000. PayPay Securities Corp increased its holdings in shares of Microsoft by 23.7% during the fourth quarter. PayPay Securities Corp now owns 188 shares of the software giant’s stock worth $71,000 after buying an additional 36 shares in the last quarter. Cooksen Wealth LLC acquired a new position in shares of Microsoft during the fourth quarter worth $86,000. Finally, Kathleen S. Wright Associates Inc. increased its holdings in shares of Microsoft by 160.7% during the fourth quarter. Kathleen S. Wright Associates Inc. now owns 232 shares of the software giant’s stock worth $87,000 after buying an additional 143 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $467.56 on Friday. The firm’s 50-day simple moving average is $429.75 and its 200 day simple moving average is $412.76. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.23 and a current ratio of 1.24. Microsoft Co. has a fifty-two week low of $309.45 and a fifty-two week high of $468.35. The stock has a market cap of $3.48 trillion, a price-to-earnings ratio of 40.48, a PEG ratio of 2.17 and a beta of 0.89.

Microsoft (NASDAQ:MSFTGet Free Report) last issued its quarterly 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 company had revenue of $61.86 billion during the quarter, compared to analyst estimates of $60.86 billion. During the same quarter last year, the business posted $2.45 EPS. Microsoft’s quarterly revenue was up 17.0% compared to the same quarter last year. As a group, research analysts anticipate that Microsoft Co. will post 11.77 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 12th. Investors of record on Thursday, August 15th will be paid a $0.75 dividend. The ex-dividend date is Thursday, August 15th. This represents a $3.00 dividend on an annualized basis and a yield of 0.64%. Microsoft’s dividend payout ratio is 25.97%.

Insider Activity at Microsoft

In related news, EVP Judson Althoff sold 25,000 shares of Microsoft stock in a transaction that occurred on Thursday, May 23rd. The shares were sold at an average price of $425.68, for a total value of $10,642,000.00. Following the completion of the transaction, the executive vice president now directly owns 104,949 shares in the company, valued at approximately $44,674,690.32. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In other Microsoft 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 completion of the transaction, the chief marketing officer now directly 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 can be accessed through the SEC website. Also, EVP Judson Althoff sold 25,000 shares of the firm’s stock in a transaction on Thursday, May 23rd. The shares were sold at an average price of $425.68, for a total transaction of $10,642,000.00. Following the completion of the transaction, the executive vice president now directly owns 104,949 shares of the company’s stock, valued at $44,674,690.32. The disclosure for this sale can be found here. In the last ninety days, insiders sold 25,566 shares of company stock worth $10,877,535. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. Morgan Stanley upped their price target on shares of Microsoft from $465.00 to $520.00 and gave the stock an “overweight” rating in a report on Thursday, April 11th. Citigroup increased their price objective on Microsoft from $495.00 to $520.00 and gave the company a “buy” rating in a report on Friday, June 21st. Jefferies Financial Group increased their price objective on Microsoft from $465.00 to $550.00 and gave the company a “buy” rating in a report on Monday, April 1st. Tigress Financial increased their price objective on Microsoft from $475.00 to $550.00 and gave the company a “buy” rating in a report on Thursday, June 13th. Finally, Raymond James restated an “outperform” rating and issued a $480.00 price objective (up from $450.00) on shares of Microsoft in a report on Friday, April 26th. Three investment analysts have rated the stock with a hold rating and thirty-three have given a buy rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $467.12.

Check Out Our Latest Analysis on Microsoft

About Microsoft

(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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