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Good Steward Wealth Advisors LLC Invests $1.71 Million in Microsoft Corporation (NASDAQ:MSFT)

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Key Points

  • Good Steward Wealth Advisors LLC has acquired a new position in Microsoft Corporation, purchasing 4,556 shares valued at approximately $1.71 million, which makes Microsoft around 1.6% of its portfolio.
  • Microsoft recently reported quarterly earnings of $3.46 per share, surpassing analysts' expectations, with revenue of $70.07 billion, reflecting a year-over-year increase of 13.3%.
  • The company announced a quarterly dividend of $0.83, scheduled for payment on September 11th, representing an annual yield of 0.65% and a payout ratio of 25.66%.
  • Five stocks to consider instead of Microsoft.

Good Steward Wealth Advisors LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,556 shares of the software giant's stock, valued at approximately $1,710,000. Microsoft accounts for about 1.6% of Good Steward Wealth Advisors LLC's investment portfolio, making the stock its 13th largest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Newton One Investments LLC boosted its stake in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new stake in shares of Microsoft in the fourth quarter valued at approximately $31,000. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $44,000. IFS Advisors LLC lifted its position in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC acquired a new stake in shares of Microsoft in the 4th quarter worth $62,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Amy Coleman sold 13,243 shares of the stock in a transaction on Thursday, May 15th. The stock was sold at an average price of $452.01, for a total transaction of $5,985,968.43. Following the completion of the sale, the executive vice president directly owned 43,100 shares of the company's stock, valued at $19,481,631. This trade represents a 23.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathleen T. Hogan sold 21,500 shares of the business's stock in a transaction dated Wednesday, May 21st. The stock was sold at an average price of $453.77, for a total transaction of $9,756,055.00. Following the transaction, the executive vice president owned 134,888 shares in the company, valued at approximately $61,208,127.76. This trade represents a 13.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 135,743 shares of company stock valued at $60,224,683. Insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.1%

Shares of MSFT traded up $0.67 during midday trading on Wednesday, reaching $513.24. The stock had a trading volume of 25,399,623 shares, compared to its average volume of 14,947,285. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $518.29. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.37 and a quick ratio of 1.36. The company has a market cap of $3.81 trillion, a price-to-earnings ratio of 39.66, a PEG ratio of 2.33 and a beta of 1.04. The company's fifty day simple moving average is $486.89 and its two-hundred day simple moving average is $433.33.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.74% and a net margin of 35.79%. Microsoft's revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.95 EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be paid a dividend of $0.83 per share. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.65%. Microsoft's dividend payout ratio (DPR) is 25.66%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. UBS Group boosted their price target on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Wednesday, July 23rd. Cantor Fitzgerald reissued an "overweight" rating and issued a $581.00 price target (up previously from $512.00) on shares of Microsoft in a research note on Wednesday, July 16th. Guggenheim reaffirmed a "neutral" rating on shares of Microsoft in a research report on Thursday, May 1st. Scotiabank increased their price objective on Microsoft from $470.00 to $500.00 and gave the stock a "sector outperform" rating in a research report on Thursday, May 1st. Finally, Evercore ISI restated an "outperform" rating and issued a $545.00 target price (up previously from $515.00) on shares of Microsoft in a research report on Friday, July 25th. Four equities research analysts have rated the stock with a hold rating and twenty-nine have given a buy rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $555.86.

View Our Latest Research Report on MSFT

Microsoft 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.

See Also

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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