Sonoma Private Wealth LLC Grows Holdings in Microsoft Co. (NASDAQ:MSFT)

Sonoma Private Wealth LLC boosted its stake in shares of Microsoft Co. (NASDAQ:MSFTFree Report) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,286 shares of the software giant’s stock after purchasing an additional 46 shares during the quarter. Microsoft accounts for approximately 4.2% of Sonoma Private Wealth LLC’s holdings, making the stock its 4th biggest position. Sonoma Private Wealth LLC’s holdings in Microsoft were worth $2,301,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of MSFT. Moneta Group Investment Advisors LLC raised its stake in Microsoft by 112,158.6% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 150,187,424 shares of the software giant’s stock valued at $36,017,948,000 after purchasing an additional 150,053,637 shares during the last quarter. Norges Bank acquired a new position in Microsoft during the 4th quarter valued at $20,700,525,000. Aaron Wealth Advisors LLC raised its stake in Microsoft by 35,465.9% during the 1st quarter. Aaron Wealth Advisors LLC now owns 20,611,140 shares of the software giant’s stock valued at $66,852,000 after purchasing an additional 20,553,188 shares during the last quarter. Morgan Stanley raised its stake in shares of Microsoft by 14.0% in the 4th quarter. Morgan Stanley now owns 119,417,954 shares of the software giant’s stock valued at $28,638,815,000 after buying an additional 14,652,150 shares in the last quarter. Finally, Osaic Holdings Inc. raised its stake in shares of Microsoft by 348.6% in the 2nd quarter. Osaic Holdings Inc. now owns 11,998,927 shares of the software giant’s stock valued at $894,426,000 after buying an additional 9,324,182 shares in the last quarter. 69.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In related news, insider Bradford L. Smith sold 3,303 shares of the business’s stock in a transaction dated Monday, February 5th. The stock was sold at an average price of $406.12, for a total value of $1,341,414.36. Following the completion of the transaction, the insider now owns 570,826 shares of the company’s stock, valued at $231,823,855.12. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. In other Microsoft news, insider Bradford L. Smith sold 45,000 shares of Microsoft stock in a transaction dated Friday, February 2nd. The stock was sold at an average price of $411.78, for a total value of $18,530,100.00. Following the transaction, the insider now owns 574,129 shares in the company, valued at $236,414,839.62. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 3,303 shares of Microsoft stock in a transaction dated Monday, February 5th. The shares were sold at an average price of $406.12, for a total value of $1,341,414.36. Following the completion of the transaction, the insider now owns 570,826 shares in the company, valued at approximately $231,823,855.12. The disclosure for this sale can be found here. Insiders sold a total of 72,984 shares of company stock valued at $28,978,803 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Up 0.0 %

MSFT stock opened at $414.11 on Friday. Microsoft Co. has a one year low of $245.61 and a one year high of $415.56. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.22 and a quick ratio of 1.20. The stock has a market cap of $3.08 trillion, a price-to-earnings ratio of 37.44, a price-to-earnings-growth ratio of 2.16 and a beta of 0.90. The company has a fifty day moving average price of $384.47 and a two-hundred day moving average price of $353.64.

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

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent research reports. BMO Capital Markets increased their price objective on shares of Microsoft from $420.00 to $455.00 and gave the company an “outperform” rating in a research note on Wednesday, January 31st. Loop Capital initiated coverage on shares of Microsoft in a research note on Tuesday, October 17th. They issued a “buy” rating and a $425.00 price objective for the company. Citigroup increased their price objective on shares of Microsoft from $430.00 to $432.00 and gave the company a “buy” rating in a research note on Thursday, October 26th. Royal Bank of Canada upped their target price on shares of Microsoft from $415.00 to $450.00 and gave the stock an “outperform” rating in a report on Wednesday, January 31st. Finally, Barclays upped their target price on shares of Microsoft from $421.00 to $475.00 and gave the stock an “overweight” rating in a report on Wednesday, January 31st. Four investment analysts have rated the stock with a hold rating and thirty-six have given a buy rating to the company’s stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $411.06.

Check Out Our Latest Research Report on Microsoft

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.

Further Reading

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.