3,962 Shares in Microsoft Co. (NASDAQ:MSFT) Purchased by Sovereign Investment Advisors LLC

May 23, 2025

[ad_1]

Sovereign Investment Advisors LLC purchased a new position in Microsoft Co. (NASDAQ:MSFT – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 3,962 shares of the software giant’s stock, valued at approximately $1,670,000.

Several other institutional investors have also modified their holdings of the business. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Swedbank AB increased its holdings in Microsoft by 0.4% in the third quarter. Swedbank AB now owns 13,689,356 shares of the software giant’s stock valued at $5,890,530,000 after buying an additional 49,288 shares during the last quarter. Finally, Pettinga Financial Advisors LLC increased its holdings in Microsoft by 1.4% in the third quarter. Pettinga Financial Advisors LLC now owns 7,749 shares of the software giant’s stock valued at $3,334,000 after buying an additional 109 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, insider Bradford L. Smith sold 6,000 shares of the company’s stock in a transaction that occurred on Monday, May 5th. The stock was sold at an average price of $433.17, for a total value of $2,599,020.00. Following the completion of the sale, the insider now directly owns 471,036 shares in the company, valued at $204,038,664.12. This represents a 1.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 21,500 shares of the company’s stock in a transaction that occurred on Wednesday, May 21st. The stock was sold at an average price of $453.77, for a total value of $9,756,055.00. Following the completion of the sale, the executive vice president now owns 134,888 shares of the company’s stock, valued at $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. Insiders sold 131,743 shares of company stock worth $58,375,673 over the last ninety days. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Want More Great Investing Ideas?

Several analysts recently weighed in on MSFT shares. KeyCorp reissued a “sector weight” rating on shares of Microsoft in a report on Thursday, April 17th. Scotiabank upped their target price on Microsoft from $470.00 to $500.00 and gave the company a “sector outperform” rating in a report on Thursday, May 1st. BMO Capital Markets reaffirmed an “outperform” rating on shares of Microsoft in a report on Wednesday. Guggenheim reaffirmed a “neutral” rating on shares of Microsoft in a report on Thursday, May 1st. Finally, UBS Group lowered their target price on Microsoft from $510.00 to $480.00 and set a “buy” rating for the company in a report on Monday, April 14th. Four analysts have rated the stock with a hold rating and thirty-one have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $513.13.

Check Out Our Latest Report on Microsoft

Microsoft Stock Performance

Shares of MSFT stock opened at $454.86 on Friday. Microsoft Co. has a 12-month low of $344.79 and a 12-month high of $468.35. The firm has a market capitalization of $3.38 trillion, a price-to-earnings ratio of 36.62, a price-to-earnings-growth ratio of 2.21 and a beta of 0.99. The business has a 50 day simple moving average of $401.04 and a 200 day simple moving average of $413.59. 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 earnings results on Wednesday, April 30th. The software giant reported $3.46 earnings per share for the quarter, topping analysts’ consensus estimates of $3.22 by $0.24. The firm had revenue of $70.07 billion during the quarter, compared to the consensus estimate of $68.54 billion. Microsoft had a return on equity of 33.36% and a net margin of 35.43%. The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.94 earnings per share. On average, equities research analysts anticipate that Microsoft Co. will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 12th. Shareholders of record on Thursday, May 15th will be given a $0.83 dividend. The ex-dividend date of this dividend is Thursday, May 15th. This represents a $3.32 dividend on an annualized basis and a yield of 0.73%. Microsoft’s dividend payout ratio (DPR) is 25.66%.

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.