One Wealth Capital Management LLC Takes $45.15 Million Position in Microsoft Co. (NASDAQ:MSFT)

One Wealth Capital Management LLC acquired a new stake in Microsoft Co. (NASDAQ:MSFT) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 107,122 shares of the software giant’s stock, valued at approximately $45,152,000. Microsoft accounts for about 22.9% of One Wealth Capital Management LLC’s holdings, making the stock its biggest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. BCK Partners Inc. boosted its stake in Microsoft by 1.8% in the third quarter. BCK Partners Inc. now owns 1,353 shares of the software giant’s stock worth $582,000 after buying an additional 24 shares in the last quarter. Conscious Wealth Investments LLC boosted its stake in Microsoft by 0.4% in the second quarter. Conscious Wealth Investments LLC now owns 6,986 shares of the software giant’s stock worth $3,108,000 after buying an additional 25 shares in the last quarter. Global Wealth Strategies & Associates boosted its stake in Microsoft by 0.8% in the third quarter. Global Wealth Strategies & Associates now owns 2,997 shares of the software giant’s stock worth $1,290,000 after buying an additional 25 shares in the last quarter. Christopher J. Hasenberg Inc boosted its stake in Microsoft by 35.7% in the third quarter. Christopher J. Hasenberg Inc now owns 95 shares of the software giant’s stock worth $39,000 after buying an additional 25 shares in the last quarter. Finally, Sequent Asset Management LLC boosted 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 worth $853,000 after buying an additional 25 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

MSFT has been the subject of several research reports. StockNews.com raised Microsoft from a “hold” rating to a “buy” rating in a research note on Wednesday, January 22nd. Loop Capital increased their price objective on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, December 23rd. TD Cowen dropped their price objective on Microsoft from $495.00 to $475.00 and set a “buy” rating for the company in a research note on Thursday, October 31st. Morgan Stanley dropped their price objective on Microsoft from $540.00 to $530.00 and set an “overweight” rating for the company in a research note on Thursday, January 30th. Finally, Sanford C. Bernstein dropped their price objective on Microsoft from $501.00 to $500.00 and set an “outperform” rating for the company in a research note on Friday, October 25th. Three analysts have rated the stock with a hold rating and twenty-seven have assigned a buy rating to the stock. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $510.96.

Microsoft Trading Down 0.5 %

MSFT opened at $408.43 on Monday. The firm has a market cap of $3.04 trillion, a P/E ratio of 32.88, a P/E/G ratio of 2.21 and a beta of 0.90. Microsoft Co. has a 12 month low of $385.58 and a 12 month high of $468.35. The company has a current ratio of 1.35, a quick ratio of 1.34 and a debt-to-equity ratio of 0.13. The stock has a 50-day moving average of $428.76 and a 200 day moving average of $422.92.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 29th. The software giant reported $3.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.15 by $0.08. Microsoft had a net margin of 35.43% and a return on equity of 33.36%. During the same period in the prior year, the company earned $2.93 earnings per share. As a group, research analysts forecast that Microsoft Co. will post 13.07 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 13th. Stockholders of record on Thursday, February 20th will be paid a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a dividend yield of 0.81%. The ex-dividend date is Thursday, February 20th. Microsoft’s dividend payout ratio is presently 26.73%.

Insider Activity

In other Microsoft news, EVP Judson Althoff sold 25,000 shares of Microsoft stock in a transaction on Friday, November 22nd. The shares were sold at an average price of $417.00, for a total value of $10,425,000.00. Following the transaction, the executive vice president now directly owns 117,294 shares of the company’s stock, valued at approximately $48,911,598. The trade was a 17.57 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CMO Takeshi Numoto sold 1,000 shares of Microsoft stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $414.72, for a total transaction of $414,720.00. Following the completion of the transaction, 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. Over the last quarter, insiders sold 34,000 shares of company stock valued at $14,333,540. Corporate insiders own 0.03% of the company’s stock.

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.