LWM Advisory Services LLC Has $4.01 Million Stake in Microsoft Co. (NASDAQ:MSFT)

LWM Advisory Services LLC lessened its position in Microsoft Co. (NASDAQ:MSFT - Free Report) by 8.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,523 shares of the software giant's stock after selling 888 shares during the period. Microsoft comprises about 2.8% of LWM Advisory Services LLC's portfolio, making the stock its 9th largest holding. LWM Advisory Services LLC's holdings in Microsoft were worth $4,010,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the period. AMF Tjanstepension AB boosted its holdings in shares of Microsoft by 1.8% during the 3rd quarter. AMF Tjanstepension AB now owns 2,799,261 shares of the software giant's stock worth $1,204,664,000 after buying an additional 49,735 shares during the period. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the period. Finally, Swedbank AB boosted its holdings in shares of Microsoft by 0.4% during the 3rd quarter. Swedbank AB now owns 13,689,356 shares of the software giant's stock worth $5,890,530,000 after buying an additional 49,288 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $391.85 on Monday. The company has a 50 day simple moving average of $384.93 and a 200 day simple moving average of $411.34. The stock has a market cap of $2.91 trillion, a price-to-earnings ratio of 31.55, a P/E/G ratio of 2.21 and a beta of 1.00. Microsoft Co. has a 1 year low of $344.79 and a 1 year high of $468.35. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.35 and a quick ratio of 1.34.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, January 29th. The software giant reported $3.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 business posted $2.93 earnings per share. Research analysts anticipate that Microsoft Co. will post 13.08 EPS for the current fiscal 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 given a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 0.85%. The ex-dividend date of this dividend is Thursday, May 15th. Microsoft's dividend payout ratio is 26.73%.

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. Westpark Capital initiated coverage on shares of Microsoft in a report on Tuesday, April 1st. They set a "hold" rating for the company. KeyCorp reaffirmed a "sector weight" rating on shares of Microsoft in a report on Thursday, April 17th. Morgan Stanley dropped their price objective on shares of Microsoft from $530.00 to $472.00 and set an "overweight" rating for the company in a research note on Wednesday, April 16th. Bank of America dropped their price objective on shares of Microsoft from $510.00 to $480.00 and set a "buy" rating for the company in a research note on Tuesday, April 15th. Finally, StockNews.com cut shares of Microsoft from a "buy" rating to a "hold" rating in a research note on Friday, February 28th. Five analysts have rated the stock with a hold rating and twenty-six have issued a buy rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $493.89.

Microsoft 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.

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