Cavalier Investments LLC Has $5.20 Million Holdings in Microsoft Co. (NASDAQ:MSFT)

Cavalier Investments LLC raised its position in shares of Microsoft Co. (NASDAQ:MSFT) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,339 shares of the software giant’s stock after buying an additional 480 shares during the period. Microsoft comprises 1.7% of Cavalier Investments LLC’s portfolio, making the stock its 12th biggest position. Cavalier Investments LLC’s holdings in Microsoft were worth $5,201,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of MSFT. Muirfield Wealth Advisors LLC grew its holdings in shares of Microsoft by 0.5% in the 4th quarter. Muirfield Wealth Advisors LLC now owns 4,427 shares of the software giant’s stock valued at $1,866,000 after acquiring an additional 24 shares in the last quarter. Retirement Financial Solutions LLC boosted its position in Microsoft by 2.3% during the fourth quarter. Retirement Financial Solutions LLC now owns 1,050 shares of the software giant’s stock valued at $443,000 after purchasing an additional 24 shares during the last quarter. Sequent Asset Management LLC grew its stake in Microsoft by 1.3% in the third quarter. Sequent Asset Management LLC now owns 1,983 shares of the software giant’s stock valued at $853,000 after purchasing an additional 25 shares in the last quarter. Cypress Point Wealth Management LLC increased its position in shares of Microsoft by 0.8% during the 3rd quarter. Cypress Point Wealth Management LLC now owns 3,208 shares of the software giant’s stock worth $1,380,000 after purchasing an additional 25 shares during the last quarter. Finally, Riverstone Advisors LLC raised its stake in shares of Microsoft by 0.6% during the 3rd quarter. Riverstone Advisors LLC now owns 4,510 shares of the software giant’s stock worth $1,941,000 after purchasing an additional 25 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Tigress Financial boosted their target price on shares of Microsoft from $550.00 to $595.00 and gave the stock a “buy” rating in a report on Thursday, March 20th. Scotiabank raised their target price on shares of Microsoft from $470.00 to $500.00 and gave the company a “sector outperform” rating in a research note on Thursday. Jefferies Financial Group boosted their price target on Microsoft from $475.00 to $550.00 and gave the stock a “buy” rating in a research report on Thursday. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday. Finally, Evercore ISI boosted their target price on Microsoft from $435.00 to $500.00 and gave the stock an “outperform” rating in a report on Thursday. Six equities research analysts have rated the stock with a hold rating and thirty have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $507.77.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $425.40 on Friday. Microsoft Co. has a 1 year low of $344.79 and a 1 year high of $468.35. The stock has a market capitalization of $3.16 trillion, a price-to-earnings ratio of 34.25, a price-to-earnings-growth ratio of 2.21 and a beta of 1.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.35 and a quick ratio of 1.34. The company’s 50 day simple moving average is $384.18 and its 200 day simple moving average is $411.01.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 30th. The software giant reported $3.46 EPS for the quarter, topping analysts’ consensus estimates of $3.22 by $0.24. The company had revenue of $70.07 billion during the quarter, compared to analysts’ expectations of $68.54 billion. Microsoft had a return on equity of 33.36% and a net margin of 35.43%. Microsoft’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.94 EPS. As a group, research analysts predict that Microsoft Co. will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 12th. Investors of record on Thursday, May 15th will be issued a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a dividend yield of 0.78%. The ex-dividend date of this dividend is Thursday, May 15th. Microsoft’s dividend payout ratio (DPR) is presently 26.73%.

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.