Microsoft Co. (NASDAQ:MSFT) is Davies Financial Advisors Inc.’s 7th Largest Position

Davies Financial Advisors Inc. lowered its stake in shares of Microsoft Co. (NASDAQ:MSFT) by 2.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 9,910 shares of the software giant’s stock after selling 228 shares during the period. Microsoft comprises about 3.6% of Davies Financial Advisors Inc.’s portfolio, making the stock its 7th largest holding. Davies Financial Advisors Inc.’s holdings in Microsoft were worth $4,177,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Geode Capital Management LLC increased its stake in shares of Microsoft by 2.0% in the 3rd quarter. Geode Capital Management LLC now owns 165,024,812 shares of the software giant’s stock valued at $70,790,682,000 after purchasing an additional 3,264,648 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Microsoft by 4.1% in the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 54,590,791 shares of the software giant’s stock valued at $23,490,417,000 after purchasing an additional 2,125,030 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of Microsoft by 1.4% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 47,229,125 shares of the software giant’s stock valued at $20,322,513,000 after purchasing an additional 652,493 shares in the last quarter. International Assets Investment Management LLC increased its stake in shares of Microsoft by 48,526.1% in the 3rd quarter. International Assets Investment Management LLC now owns 38,501,645 shares of the software giant’s stock valued at $16,567,258,000 after purchasing an additional 38,422,466 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of Microsoft by 1.1% in the 3rd quarter. Franklin Resources Inc. now owns 38,420,657 shares of the software giant’s stock valued at $16,104,959,000 after purchasing an additional 406,940 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $393.31 on Friday. The business’s fifty day moving average is $416.40 and its 200-day moving average is $421.87. The company has a quick ratio of 1.34, a current ratio of 1.35 and a debt-to-equity ratio of 0.13. The company has a market cap of $2.92 trillion, a P/E ratio of 31.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92. Microsoft Co. has a twelve month low of $381.00 and a twelve month high of $468.35.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 29th. The software giant reported $3.23 EPS for the quarter, beating analysts’ consensus estimates 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. Equities research analysts forecast that Microsoft Co. will post 13.08 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on MSFT shares. Loop Capital lifted their price objective on Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, December 23rd. DA Davidson reiterated a “neutral” rating and issued a $425.00 price objective on shares of Microsoft in a report on Thursday, January 30th. UBS Group lowered their price objective on Microsoft from $525.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, January 30th. Royal Bank of Canada reiterated an “outperform” rating and issued a $500.00 price objective on shares of Microsoft in a report on Thursday, January 30th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $509.00 price objective on shares of Microsoft in a report on Wednesday, January 29th. Four analysts have rated the stock with a hold rating and twenty-six have assigned a buy rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $509.54.

Insiders Place Their Bets

In other news, CMO Takeshi Numoto sold 2,500 shares of the firm’s stock in a transaction dated Monday, December 9th. The stock was sold at an average price of $447.41, for a total value of $1,118,525.00. Following the completion of the transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.03% of the company’s stock.

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.