Helen Stephens Group LLC Has $1.54 Million Stock Position in Microsoft Co. (NASDAQ:MSFT)

Helen Stephens Group LLC cut its stake in shares of Microsoft Co. (NASDAQ:MSFTFree Report) by 0.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,885 shares of the software giant’s stock after selling 30 shares during the period. Microsoft accounts for approximately 0.8% of Helen Stephens Group LLC’s portfolio, making the stock its 26th largest holding. Helen Stephens Group LLC’s holdings in Microsoft were worth $1,542,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Monumental Financial Group Inc. bought a new position in Microsoft during the 1st quarter worth approximately $28,000. Atlantic Private Wealth LLC boosted its stake in shares of Microsoft by 534.5% during the 2nd quarter. Atlantic Private Wealth LLC now owns 184 shares of the software giant’s stock valued at $63,000 after purchasing an additional 155 shares in the last quarter. Infrastructure Capital Advisors LLC bought a new stake in shares of Microsoft during the 2nd quarter valued at about $601,000. Hibernia Wealth Partners LLC bought a new stake in Microsoft during the 3rd quarter valued at approximately $69,000. Finally, Iron Horse Wealth Management LLC raised its position in shares of Microsoft by 89.0% in the 3rd quarter. Iron Horse Wealth Management LLC now owns 223 shares of the software giant’s stock worth $70,000 after acquiring an additional 105 shares in the last quarter. 69.20% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Microsoft news, insider Bradford L. Smith sold 45,000 shares of Microsoft stock in a transaction on Friday, February 2nd. The shares were sold at an average price of $411.78, for a total transaction of $18,530,100.00. Following the completion of the transaction, the insider now directly owns 574,129 shares of the company’s stock, valued at $236,414,839.62. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. In related news, EVP Kathleen T. Hogan sold 24,681 shares of the business’s stock in a transaction on Friday, December 8th. The stock was sold at an average price of $369.00, for a total transaction of $9,107,289.00. Following the completion of the transaction, the executive vice president now owns 183,761 shares in the company, valued at approximately $67,807,809. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Bradford L. Smith sold 45,000 shares of the business’s stock in a transaction dated Friday, February 2nd. The shares were sold at an average price of $411.78, for a total transaction of $18,530,100.00. Following the completion of the sale, the insider now directly owns 574,129 shares of the company’s stock, valued at $236,414,839.62. The disclosure for this sale can be found here. Insiders sold 72,984 shares of company stock valued at $28,978,803 over the last three months. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently commented on the stock. Raymond James boosted their target price on shares of Microsoft from $400.00 to $450.00 and gave the company an “outperform” rating in a report on Wednesday, January 31st. Royal Bank of Canada lifted their target price on shares of Microsoft from $415.00 to $450.00 and gave the company an “outperform” rating in a report on Wednesday, January 31st. DA Davidson reiterated a “buy” rating and set a $415.00 target price on shares of Microsoft in a report on Monday, October 16th. BMO Capital Markets lifted their price objective on Microsoft from $420.00 to $455.00 and gave the company an “outperform” rating in a research note on Wednesday, January 31st. Finally, Wedbush reiterated an “outperform” rating and set a $450.00 price objective on shares of Microsoft in a research note on Monday, January 29th. Four research analysts have rated the stock with a hold rating and thirty-six have assigned a buy rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $411.06.

Check Out Our Latest Report on MSFT

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $414.11 on Friday. The firm has a fifty day simple moving average of $384.47 and a two-hundred day simple moving average of $353.64. Microsoft Co. has a 52 week low of $245.61 and a 52 week high of $415.56. The company has a quick ratio of 1.20, a current ratio of 1.22 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $3.08 trillion, a P/E ratio of 37.44, a PEG ratio of 2.16 and a beta of 0.90.

Microsoft (NASDAQ:MSFTGet Free Report) last released its quarterly earnings results on Tuesday, January 30th. The software giant reported $2.93 EPS for the quarter, topping the consensus estimate of $2.76 by $0.17. The company had revenue of $62.02 billion during the quarter, compared to analyst estimates of $61.14 billion. Microsoft had a return on equity of 38.40% and a net margin of 36.27%. The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $2.32 earnings per share. On average, analysts expect that Microsoft Co. will post 11.6 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 14th. Stockholders of record on Thursday, February 15th will be issued a $0.75 dividend. This represents a $3.00 dividend on an annualized basis and a dividend yield of 0.72%. The ex-dividend date of this dividend is Wednesday, February 14th. Microsoft’s dividend payout ratio (DPR) is 27.12%.

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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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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