XY Planning Network Inc. acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,375 shares of the software giant's stock, valued at approximately $1,422,000.
A number of other large investors have also modified their holdings of MSFT. WFA Asset Management Corp lifted its position in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its stake in 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 acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, RMR Wealth Builders boosted its stake in shares of Microsoft by 3.6% in the 4th quarter. RMR Wealth Builders now owns 49,658 shares of the software giant's stock valued at $20,931,000 after purchasing an additional 1,739 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, EVP Takeshi Numoto sold 3,000 shares of the stock in a transaction that occurred on Tuesday, June 3rd. The stock was sold at an average price of $463.00, for a total transaction of $1,389,000.00. Following the sale, the executive vice president now owns 43,930 shares of the company's stock, valued at $20,339,590. This represents a 6.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Bradford L. Smith sold 75,000 shares of Microsoft stock in a transaction on Friday, May 2nd. The shares were sold at an average price of $436.05, for a total value of $32,703,750.00. Following the completion of the transaction, the insider now directly owns 476,999 shares of the company's stock, valued at $207,995,413.95. This represents a 13.59% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 135,743 shares of company stock worth $60,224,683. Corporate insiders own 0.03% of the company's stock.
Microsoft Trading Up 0.8%
Shares of MSFT stock traded up $4.11 on Tuesday, reaching $490.11. The company had a trading volume of 22,297,193 shares, compared to its average volume of 21,532,137. The stock has a market cap of $3.64 trillion, a PE ratio of 37.88, a PEG ratio of 2.42 and a beta of 1.03. The company has a 50-day moving average of $439.81 and a 200-day moving average of $420.58. The company has a current ratio of 1.37, a quick ratio of 1.36 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $491.80.
Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 30th. The software giant reported $3.46 EPS for the quarter, beating the consensus estimate of $3.22 by $0.24. The firm had revenue of $70.07 billion during the quarter, compared to the consensus estimate of $68.54 billion. Microsoft had a net margin of 35.79% and a return on equity of 32.74%. The business's quarterly revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.94 earnings per share. On average, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.
Microsoft Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be given a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.68%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio is currently 25.66%.
Analysts Set New Price Targets
Several brokerages recently issued reports on MSFT. BMO Capital Markets reissued an "outperform" rating on shares of Microsoft in a report on Wednesday, May 21st. Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a report on Wednesday, May 21st. Tigress Financial boosted their target price on Microsoft from $550.00 to $595.00 and gave the stock a "buy" rating in a report on Thursday, March 20th. The Goldman Sachs Group raised their price target on Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a report on Wednesday, May 21st. Finally, Wall Street Zen raised Microsoft from a "hold" rating to a "buy" rating in a research note on Sunday. Four equities research analysts have rated the stock with a hold rating and thirty have assigned a buy rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $515.68.
Read Our Latest Report on MSFT
Microsoft Company Profile
(
Free Report)
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.
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