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Capital Advisors Inc. OK Has $217.10 Million Stock Position in Microsoft Co. (NASDAQ:MSFT)

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Capital Advisors Inc. OK grew its stake in Microsoft Co. (NASDAQ:MSFT - Free Report) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 515,075 shares of the software giant's stock after buying an additional 1,888 shares during the quarter. Microsoft accounts for about 4.3% of Capital Advisors Inc. OK's investment portfolio, making the stock its 2nd biggest holding. Capital Advisors Inc. OK's holdings in Microsoft were worth $217,104,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Community Financial Services Group LLC lifted its position in Microsoft by 0.6% during the 4th quarter. Community Financial Services Group LLC now owns 71,733 shares of the software giant's stock worth $30,236,000 after buying an additional 448 shares in the last quarter. Sage Private Wealth Group LLC boosted its position in Microsoft by 1.4% during the fourth quarter. Sage Private Wealth Group LLC now owns 7,227 shares of the software giant's stock valued at $3,046,000 after purchasing an additional 100 shares during the last quarter. Wealth Advisors Northwest LLC bought a new stake in shares of Microsoft during the 4th quarter worth approximately $1,285,000. David Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter valued at $315,000. Finally, Schear Investment Advisers LLC raised its position in Microsoft by 9.1% during the fourth quarter. Schear Investment Advisers LLC now owns 15,131 shares of the software giant's stock worth $6,378,000 after acquiring an additional 1,262 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

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Analyst Upgrades and Downgrades

Several brokerages recently issued reports on MSFT. Wells Fargo & Company cut their target price on shares of Microsoft from $515.00 to $500.00 and set an "overweight" rating for the company in a research note on Monday. Royal Bank of Canada reaffirmed an "outperform" rating and issued a $500.00 price objective on shares of Microsoft in a research report on Thursday, January 30th. DA Davidson raised Microsoft from a "neutral" rating to a "buy" rating and raised their price target for the company from $425.00 to $450.00 in a report on Thursday, March 13th. StockNews.com lowered shares of Microsoft from a "buy" rating to a "hold" rating in a research report on Friday, February 28th. Finally, Mizuho decreased their price target on shares of Microsoft from $510.00 to $500.00 and set an "outperform" rating on the stock in a research note on Thursday, January 30th. Four equities research analysts have rated the stock with a hold rating and twenty-eight have issued a buy rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus price target of $503.86.

Check Out Our Latest Stock Analysis on Microsoft

Microsoft Stock Down 0.2 %

MSFT traded down $0.64 during mid-day trading on Monday, reaching $387.81. 19,232,192 shares of the stock were exchanged, compared to its average volume of 21,242,474. The company has a 50 day moving average price of $391.89 and a two-hundred day moving average price of $414.41. The stock has a market capitalization of $2.88 trillion, a PE ratio of 31.22, a price-to-earnings-growth ratio of 2.21 and a beta of 1.00. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.34 and a current ratio of 1.35. Microsoft Co. has a 1 year low of $344.79 and a 1 year high of $468.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, January 29th. The software giant reported $3.23 EPS for the quarter, topping the consensus estimate of $3.15 by $0.08. Microsoft had a net margin of 35.43% and a return on equity of 33.36%. During the same quarter in the previous year, the company posted $2.93 EPS. As a group, research analysts anticipate that Microsoft Co. will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 12th. Investors of record on Thursday, May 15th will be issued a dividend of $0.83 per share. The ex-dividend date is Thursday, May 15th. This represents a $3.32 dividend on an annualized basis and a yield of 0.86%. Microsoft's dividend payout ratio (DPR) is presently 26.73%.

About Microsoft

(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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