Microsoft Co. (NASDAQ:MSFT) is Roberts Wealth Advisors LLC’s 3rd Largest Position

Roberts Wealth Advisors LLC raised its holdings in shares of Microsoft Co. (NASDAQ:MSFT) by 0.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,484 shares of the software giant’s stock after buying an additional 89 shares during the period. Microsoft comprises approximately 5.0% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 3rd largest position. Roberts Wealth Advisors LLC’s holdings in Microsoft were worth $16,406,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Beck Bode LLC raised its stake in Microsoft by 37.3% in the second quarter. Beck Bode LLC now owns 39,951 shares of the software giant’s stock worth $17,856,000 after buying an additional 10,847 shares in the last quarter. Lavaca Capital LLC raised its stake in Microsoft by 1.1% in the second quarter. Lavaca Capital LLC now owns 7,062 shares of the software giant’s stock worth $3,156,000 after buying an additional 74 shares in the last quarter. Finally, Kowal Investment Group LLC raised its stake in Microsoft by 4.6% in the second quarter. Kowal Investment Group LLC now owns 17,848 shares of the software giant’s stock worth $7,977,000 after buying an additional 781 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Down 0.9 %

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

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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 net margin of 35.43% and a return on equity of 33.36%. During the same quarter in the prior year, the business posted $2.93 EPS. Sell-side analysts expect that Microsoft Co. will post 13.08 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts recently issued reports on MSFT shares. Piper Sandler reissued an “overweight” rating and issued a $520.00 price target on shares of Microsoft in a research note on Monday, January 27th. Wedbush reaffirmed an “outperform” rating and set a $550.00 target price on shares of Microsoft in a research note on Tuesday, November 19th. Mizuho decreased their target price on shares of Microsoft from $510.00 to $500.00 and set an “outperform” rating for the company in a research note on Thursday, January 30th. Guggenheim reaffirmed a “neutral” rating on shares of Microsoft in a research note on Friday, January 24th. Finally, Stifel Nicolaus cut their price target on shares of Microsoft from $515.00 to $475.00 and set a “buy” rating on the stock in a report on Friday. Four investment 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 has a consensus rating of “Moderate Buy” and an average target price of $509.54.

Insider Buying and Selling at Microsoft

In other Microsoft news, CMO Takeshi Numoto sold 2,500 shares of Microsoft stock in a transaction on Monday, December 9th. The shares were sold at an average price of $447.41, for a total value of $1,118,525.00. Following the sale, the chief marketing officer now directly owns 49,352 shares in the company, valued at approximately $22,080,578.32. The trade was a 4.82 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 0.03% of the stock is currently owned by insiders.

About Microsoft

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.