Tlwm Has $2.48 Million Stake in Microsoft Co. (NASDAQ:MSFT)

Tlwm grew its position in Microsoft Co. (NASDAQ:MSFT) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,889 shares of the software giant’s stock after purchasing an additional 266 shares during the period. Microsoft makes up approximately 0.5% of Tlwm’s investment portfolio, making the stock its 17th largest holding. Tlwm’s holdings in Microsoft were worth $2,482,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of MSFT. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Nicholas Investment Partners LP raised its holdings in Microsoft by 3.0% during the second quarter. Nicholas Investment Partners LP now owns 39,743 shares of the software giant’s stock worth $17,763,000 after acquiring an additional 1,164 shares in the last quarter. Welch Capital Partners LLC NY raised its holdings in Microsoft by 51.2% during the second quarter. Welch Capital Partners LLC NY now owns 3,137 shares of the software giant’s stock worth $1,402,000 after acquiring an additional 1,062 shares in the last quarter. Finally, Cowen AND Company LLC raised its holdings in Microsoft by 836.5% during the second quarter. Cowen AND Company LLC now owns 46,617 shares of the software giant’s stock worth $20,835,000 after acquiring an additional 41,639 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Wedbush reiterated an “outperform” rating and set a $550.00 target price on shares of Microsoft in a report on Tuesday, November 19th. TD Cowen dropped their target price on Microsoft from $495.00 to $475.00 and set a “buy” rating on the stock in a report on Thursday, October 31st. UBS Group dropped their target price on Microsoft from $525.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, January 30th. Morgan Stanley dropped their target price on Microsoft from $540.00 to $530.00 and set an “overweight” rating on the stock in a report on Thursday, January 30th. Finally, Guggenheim reiterated a “neutral” rating on shares of Microsoft in a report on Friday, January 24th. Three equities research analysts have rated the stock with a hold rating and twenty-seven have given a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $510.96.

Insider Buying and Selling

In related news, CMO Takeshi Numoto sold 2,500 shares of the stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $430.87, for a total transaction of $1,077,175.00. Following the sale, the chief marketing officer now owns 53,852 shares of the company’s stock, valued at $23,203,211.24. This represents a 4.44 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders have sold 8,000 shares of company stock valued at $3,493,820 over the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Microsoft stock opened at $408.25 on Friday. Microsoft Co. has a 12 month low of $385.58 and a 12 month high of $468.35. The stock’s 50 day moving average is $425.20 and its 200-day moving average is $422.88. 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 company has a market capitalization of $3.03 trillion, a price-to-earnings ratio of 32.87, a PEG ratio of 2.21 and a beta of 0.90.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 29th. The software giant reported $3.23 EPS for the quarter, beating the consensus estimate of $3.15 by $0.08. Microsoft had a return on equity of 33.36% and a net margin of 35.43%. During the same period in the prior year, the business earned $2.93 EPS. Equities research analysts expect that Microsoft Co. will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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