Catalyst Private Wealth LLC Has $1.80 Million Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Catalyst Private Wealth LLC increased its position in shares of Microsoft Co. (NASDAQ:MSFT) by 1.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,266 shares of the software giant’s stock after buying an additional 55 shares during the quarter. Microsoft accounts for 0.8% of Catalyst Private Wealth LLC’s portfolio, making the stock its 23rd biggest holding. Catalyst Private Wealth LLC’s holdings in Microsoft were worth $1,798,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. BCK Partners Inc. increased its stake in Microsoft by 1.8% during the 3rd 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 grew its position in shares of Microsoft by 0.4% in the second quarter. Conscious Wealth Investments LLC now owns 6,986 shares of the software giant’s stock valued at $3,108,000 after purchasing an additional 25 shares in the last quarter. Global Wealth Strategies & Associates grew its position in shares of Microsoft by 0.8% in the third quarter. Global Wealth Strategies & Associates now owns 2,997 shares of the software giant’s stock valued at $1,290,000 after purchasing an additional 25 shares in the last quarter. Christopher J. Hasenberg Inc grew its position in shares of Microsoft by 35.7% in the third quarter. Christopher J. Hasenberg Inc now owns 95 shares of the software giant’s stock valued at $39,000 after purchasing an additional 25 shares in the last quarter. Finally, Sequent Asset Management LLC grew its position in shares of 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. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. decreased their price objective on Microsoft from $470.00 to $465.00 and set an “overweight” rating on the stock in a report on Thursday, October 31st. Cantor Fitzgerald reiterated an “overweight” rating and issued a $509.00 price objective on shares of Microsoft in a research note on Wednesday, January 29th. Morgan Stanley reduced their price objective on Microsoft from $540.00 to $530.00 and set an “overweight” rating on the stock in a research note on Thursday, January 30th. Truist Financial reiterated a “buy” rating and issued a $600.00 price objective on shares of Microsoft in a research note on Monday, October 28th. Finally, Guggenheim reiterated a “neutral” rating on shares of Microsoft in a research note on Friday, January 24th. Three research analysts have rated the stock with a hold rating and twenty-seven have issued a buy rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $510.96.

Insider Buying and Selling

In other news, CMO Takeshi Numoto sold 2,500 shares of Microsoft stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $447.41, for a total transaction of $1,118,525.00. Following the sale, the chief marketing officer now owns 49,352 shares in the company, valued at $22,080,578.32. This trade represents a 4.82 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. In the last ninety days, insiders have sold 8,000 shares of company stock valued at $3,493,820. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $408.25 on Friday. 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 firm has a 50 day moving average of $425.20 and a 200-day moving average of $422.69. Microsoft Co. has a 12-month low of $385.58 and a 12-month high of $468.35. The company has a market cap of $3.03 trillion, a price-to-earnings ratio of 32.87, a PEG ratio of 2.20 and a beta of 0.90.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, January 29th. The software giant reported $3.23 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 previous year, the company posted $2.93 earnings per share. As a group, equities analysts expect that Microsoft Co. will post 13.07 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 13th. Stockholders 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 dividend yield of 0.81%. Microsoft’s dividend payout ratio (DPR) is currently 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.