Microsoft Co. (NASDAQ:MSFT) Holdings Raised by Guerra Pan Advisors LLC

Guerra Pan Advisors LLC lifted its holdings in Microsoft Co. (NASDAQ:MSFT) by 0.4% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,110 shares of the software giant’s stock after purchasing an additional 31 shares during the period. Microsoft makes up 2.8% of Guerra Pan Advisors LLC’s holdings, making the stock its 9th biggest holding. Guerra Pan Advisors LLC’s holdings in Microsoft were worth $3,490,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Christopher J. Hasenberg Inc grew its holdings in Microsoft by 169.2% during the 2nd quarter. Christopher J. Hasenberg Inc now owns 70 shares of the software giant’s stock worth $31,000 after acquiring an additional 44 shares in the last quarter. Quarry LP acquired a new position in shares of Microsoft in the 2nd quarter valued at $45,000. Innealta Capital LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at $75,000. Carolina Wealth Advisors LLC boosted its holdings in shares of Microsoft by 10.1% in the 3rd quarter. Carolina Wealth Advisors LLC now owns 338 shares of the software giant’s stock valued at $145,000 after buying an additional 31 shares in the last quarter. Finally, MayTech Global Investments LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at $200,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, EVP Christopher David Young sold 7,200 shares of the stock in a transaction dated Tuesday, November 12th. The shares were sold at an average price of $423.66, for a total value of $3,050,352.00. Following the sale, the executive vice president now directly owns 103,366 shares of the company’s stock, valued at approximately $43,792,039.56. This represents a 6.51 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Takeshi Numoto sold 1,000 shares of the firm’s stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $414.72, for a total transaction of $414,720.00. Following the sale, the chief marketing officer now directly owns 57,511 shares in the company, valued at $23,850,961.92. This represents a 1.71 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 41,200 shares of company stock valued at $17,383,892. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on MSFT shares. Wells Fargo & Company restated a “buy” rating on shares of Microsoft in a report on Friday, October 18th. UBS Group upped their target price on shares of Microsoft from $500.00 to $525.00 and gave the company a “buy” rating in a report on Wednesday, December 18th. Royal Bank of Canada restated an “outperform” rating and issued a $500.00 target price on shares of Microsoft in a report on Tuesday, November 5th. TD Cowen reduced their price target on shares of Microsoft from $495.00 to $475.00 and set a “buy” rating for the company in a research report on Thursday, October 31st. Finally, Citigroup reduced their price target on shares of Microsoft from $500.00 to $497.00 and set a “buy” rating for the company in a research report on Wednesday, October 23rd. Three research analysts have rated the stock with a hold rating and twenty-seven have assigned a buy rating to the stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $511.62.

Microsoft Stock Performance

NASDAQ:MSFT opened at $417.19 on Tuesday. The company has a quick ratio of 1.29, a current ratio of 1.30 and a debt-to-equity ratio of 0.15. Microsoft Co. has a fifty-two week low of $384.81 and a fifty-two week high of $468.35. The stock has a market cap of $3.10 trillion, a PE ratio of 34.42, a price-to-earnings-growth ratio of 2.37 and a beta of 0.90. The firm’s fifty day simple moving average is $429.00 and its 200-day simple moving average is $426.98.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 30th. The software giant reported $3.30 EPS for the quarter, beating analysts’ consensus estimates of $3.10 by $0.20. The firm had revenue of $65.59 billion for the quarter, compared to analysts’ expectations of $64.57 billion. Microsoft had a net margin of 35.61% and a return on equity of 34.56%. The firm’s revenue was up 16.0% on a year-over-year basis. During the same period in the prior year, the company earned $2.99 EPS. Analysts expect that Microsoft Co. will post 12.93 earnings per share for the current fiscal year.

Microsoft announced that its board has initiated a stock buyback program on Monday, September 16th that permits the company to buyback $60.00 billion in outstanding shares. This buyback authorization permits the software giant to purchase up to 1.9% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 13th. Investors of record on Thursday, February 20th will be paid a $0.83 dividend. The ex-dividend date of this dividend is Thursday, February 20th. This represents a $3.32 dividend on an annualized basis and a yield of 0.80%. Microsoft’s payout ratio is 27.39%.

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.