Disciplined Investors L.L.C. Purchases Shares of 5,140 Microsoft Co. (NASDAQ:MSFT)

Disciplined Investors L.L.C. bought a new position in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 5,140 shares of the software giant's stock, valued at approximately $2,145,000. Microsoft accounts for about 2.1% of Disciplined Investors L.L.C.'s portfolio, making the stock its 15th largest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Muirfield Wealth Advisors LLC boosted its position in shares of Microsoft by 0.5% during the 4th quarter. Muirfield Wealth Advisors LLC now owns 4,427 shares of the software giant's stock valued at $1,866,000 after acquiring an additional 24 shares during the last quarter. Retirement Financial Solutions LLC lifted its position in Microsoft by 2.3% in the fourth quarter. Retirement Financial Solutions LLC now owns 1,050 shares of the software giant's stock valued at $443,000 after buying an additional 24 shares during the last quarter. Boulder Wealth Advisors LLC lifted its position in shares of Microsoft by 1.0% during the third quarter. Boulder Wealth Advisors LLC now owns 2,569 shares of the software giant's stock worth $1,106,000 after purchasing an additional 25 shares in the last quarter. Sterling Group Wealth Management LLC lifted its position in shares of Microsoft by 0.5% during the fourth quarter. Sterling Group Wealth Management LLC now owns 5,540 shares of the software giant's stock worth $2,335,000 after purchasing an additional 25 shares in the last quarter. Finally, Kuhn & Co Investment Counsel lifted its position in shares of Microsoft by 0.8% during the fourth quarter. Kuhn & Co Investment Counsel now owns 3,286 shares of the software giant's stock worth $1,385,000 after purchasing an additional 25 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Analyst Ratings Changes

MSFT has been the topic of several research reports. BMO Capital Markets reissued an "outperform" rating on shares of Microsoft in a research report on Wednesday, May 21st. Bank of America reduced their price target on shares of Microsoft from $510.00 to $480.00 and set a "buy" rating on the stock in a research report on Tuesday, April 15th. Guggenheim reissued a "neutral" rating on shares of Microsoft in a research report on Thursday, May 1st. Barclays increased their price target on shares of Microsoft from $430.00 to $494.00 and gave the stock an "overweight" rating in a research report on Thursday, May 1st. Finally, JPMorgan Chase & Co. upped their target price on shares of Microsoft from $465.00 to $475.00 and gave the stock an "overweight" rating in a research note on Thursday, May 1st. Four research analysts have rated the stock with a hold rating and thirty have assigned a buy rating to the stock. According to MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $513.89.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 13,243 shares of the firm's stock in a transaction on Thursday, May 15th. The stock was sold at an average price of $452.01, for a total value of $5,985,968.43. Following the completion of the sale, the executive vice president now owns 43,100 shares of the company's stock, valued at approximately $19,481,631. This trade represents a 23.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 1,000 shares of the firm's stock in a transaction on Friday, May 30th. The shares were sold at an average price of $460.01, for a total value of $460,010.00. Following the completion of the sale, the executive vice president now directly owns 47,058 shares of the company's stock, valued at approximately $21,647,150.58. This trade represents a 2.08% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 135,743 shares of company stock valued at $60,224,683 over the last three months. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of NASDAQ MSFT traded up $1.70 during mid-day trading on Wednesday, hitting $472.62. 16,371,327 shares of the company were exchanged, compared to its average volume of 21,517,831. 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 stock has a 50 day simple moving average of $420.97 and a 200-day simple moving average of $417.46. Microsoft Co. has a 1-year low of $344.79 and a 1-year high of $476.16. The firm has a market cap of $3.51 trillion, a price-to-earnings ratio of 38.05, a price-to-earnings-growth ratio of 2.21 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, April 30th. The software giant reported $3.46 earnings per share for the quarter, topping the consensus estimate of $3.22 by $0.24. Microsoft had a return on equity of 33.36% and a net margin of 35.43%. The firm had revenue of $70.07 billion during the quarter, compared to the consensus estimate of $68.54 billion. During the same period last year, the company earned $2.94 earnings per share. The company's revenue for the quarter was up 13.3% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Co. will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be issued a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a dividend yield of 0.70%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio is presently 25.66%.

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.