American Institute for Advanced Investment Management LLP Trims Position in Microsoft Co. (NASDAQ:MSFT)

American Institute for Advanced Investment Management LLP lowered its holdings in shares of Microsoft Co. (NASDAQ:MSFT) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,646 shares of the software giant’s stock after selling 316 shares during the quarter. Microsoft accounts for about 3.2% of American Institute for Advanced Investment Management LLP’s portfolio, making the stock its 5th largest position. American Institute for Advanced Investment Management LLP’s holdings in Microsoft were worth $3,627,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Hibernia Wealth Partners LLC purchased a new position in shares of Microsoft during the third quarter valued at approximately $69,000. Iron Horse Wealth Management LLC increased its stake in shares of Microsoft by 89.0% during the third quarter. Iron Horse Wealth Management LLC now owns 223 shares of the software giant’s stock valued at $70,000 after buying an additional 105 shares during the period. Authentikos Wealth Advisory LLC bought a new stake in shares of Microsoft in the 3rd quarter valued at about $87,000. Family CFO Inc raised its stake in Microsoft by 13.6% in the third quarter. Family CFO Inc now owns 359 shares of the software giant’s stock worth $113,000 after buying an additional 43 shares in the last quarter. Finally, Cordant Inc. lifted its stake in shares of Microsoft by 647.8% during the 4th quarter. Cordant Inc. now owns 344 shares of the software giant’s stock worth $129,000 after purchasing an additional 298 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Microsoft stock opened at $400.96 on Tuesday. The company’s 50 day moving average is $414.57 and its two-hundred day moving average is $386.37. The company has a quick ratio of 1.20, a current ratio of 1.22 and a debt-to-equity ratio of 0.19. Microsoft Co. has a 52-week low of $275.37 and a 52-week high of $430.82. The firm has a market cap of $2.98 trillion, a PE ratio of 36.25, a price-to-earnings-growth ratio of 2.16 and a beta of 0.89.

Microsoft (NASDAQ:MSFT) last posted 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 analysts’ expectations of $61.14 billion. Microsoft had a net margin of 36.27% and a return on equity of 38.40%. The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.32 EPS. On average, research analysts expect that Microsoft Co. will post 11.61 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 13th. Stockholders of record on Thursday, May 16th will be issued a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 0.75%. The ex-dividend date is Wednesday, May 15th. Microsoft’s payout ratio is 27.12%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of analyst reports. Piper Sandler reissued an “overweight” rating and set a $455.00 target price on shares of Microsoft in a research report on Thursday, January 25th. KeyCorp assumed coverage on shares of Microsoft in a report on Thursday, March 21st. They issued an “overweight” rating and a $490.00 price target on the stock. Macquarie boosted their price objective on Microsoft from $430.00 to $450.00 and gave the company an “outperform” rating in a report on Wednesday, January 31st. 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 research note on Wednesday, January 31st. Finally, UBS Group reiterated a “buy” rating and set a $480.00 price target on shares of Microsoft in a research report on Wednesday, April 10th. Four equities research analysts have rated the stock with a hold rating and thirty-five have assigned a buy rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $434.05.

Insider Buying and Selling

In other Microsoft news, insider Bradford L. Smith sold 3,303 shares of the firm’s stock in a transaction dated Monday, February 5th. The stock was sold at an average price of $406.12, for a total transaction of $1,341,414.36. Following the transaction, the insider now owns 570,826 shares of the company’s stock, valued at $231,823,855.12. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. In other news, major shareholder Corp Microsoft sold 1,000,000 shares of Microsoft stock in a transaction on Thursday, February 22nd. The shares were sold at an average price of $1.95, for a total value of $1,950,000.00. Following the transaction, the insider now directly owns 11,677,398 shares of the company’s stock, valued at approximately $22,770,926.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 3,303 shares of the stock in a transaction on Monday, February 5th. The stock was sold at an average price of $406.12, for a total transaction of $1,341,414.36. Following the sale, the insider now owns 570,826 shares of the company’s stock, valued at approximately $231,823,855.12. The disclosure for this sale can be found here. Insiders have sold 1,070,258 shares of company stock worth $30,690,456 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Microsoft Company 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.