Microsoft Corporation (NASDAQ:MSFT) is TLW Wealth Management LLC’s 5th Largest Position

TLW Wealth Management LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 37,355 shares of the software giant’s stock after acquiring an additional 391 shares during the period. Microsoft makes up 8.4% of TLW Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. TLW Wealth Management LLC’s holdings in Microsoft were worth $14,023,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Newton One Investments LLC increased its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the 4th quarter worth approximately $31,000. LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. IFS Advisors LLC grew its holdings in shares of Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after acquiring an additional 50 shares during the period. Finally, Fairway Wealth LLC acquired a new stake in shares of Microsoft in the 4th quarter worth approximately $62,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on MSFT shares. DA Davidson upped their price target on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Wells Fargo & Company reissued an “overweight” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Evercore ISI raised their price target on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Stifel Nicolaus increased their price target on Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, July 28th. Finally, TD Cowen increased their target price on Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Two equities research analysts have rated the stock with a hold rating and thirty-one have given a buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $609.86.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Judson Althoff sold 16,000 shares of the business’s stock in a transaction that occurred on Monday, May 19th. The shares were sold at an average price of $458.18, for a total transaction of $7,330,880.00. Following the completion of the transaction, the executive vice president directly owned 98,010 shares in the company, valued at $44,906,221.80. The trade was a 14.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathleen T. Hogan sold 21,500 shares of the business’s stock in a transaction that occurred on Wednesday, May 21st. The shares were sold at an average price of $453.77, for a total transaction of $9,756,055.00. Following the transaction, the executive vice president owned 134,888 shares of the company’s stock, valued at approximately $61,208,127.76. This represents a 13.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 46,350 shares of company stock worth $21,493,447 over the last three months. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.4%

NASDAQ MSFT opened at $520.17 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a 50 day moving average of $502.60 and a 200-day moving average of $441.01. The company has a market cap of $3.87 trillion, a price-to-earnings ratio of 38.14, a PEG ratio of 2.28 and a beta of 1.06.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the business earned $2.95 earnings per share. The company’s revenue was up 18.1% on a year-over-year basis. On average, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a yield of 0.6%. The ex-dividend date is Thursday, August 21st. Microsoft’s payout ratio is currently 24.34%.

Microsoft 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.