Microsoft Corporation $MSFT Stock Position Decreased by Capital A Wealth Management LLC

Capital A Wealth Management LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 78.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 753 shares of the software giant’s stock after selling 2,675 shares during the quarter. Microsoft makes up approximately 3.8% of Capital A Wealth Management LLC’s investment portfolio, making the stock its largest position. Capital A Wealth Management LLC’s holdings in Microsoft were worth $375,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its position in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Up 0.3%

Shares of MSFT stock opened at $476.39 on Wednesday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market cap of $3.54 trillion, a PE ratio of 33.88, a price-to-earnings-growth ratio of 1.78 and a beta of 1.07. The company has a 50-day moving average of $502.02 and a two-hundred day moving average of $502.89. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share 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 firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the company posted $3.30 EPS. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date of this dividend 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%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Daiwa Capital Markets reduced their price objective on Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Sanford C. Bernstein lifted their price target on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Melius Research boosted their price target on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Wells Fargo & Company raised their price objective on shares of Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Finally, Citigroup boosted their target price on shares of Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of the 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 transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by company insiders.

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.