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Microsoft Co. (NASDAQ:MSFT) is 1834 Investment Advisors Co.’s 7th Largest Position

Microsoft Co. (NASDAQ:MSFT) is 1834 Investment Advisors Co.’s 7th Largest Position

  • 17.03.2025 00:00
  • etfdailynews.com
  • Keywords: High, Low

Microsoft Co. (MSFT) is the 7th largest holding in 1834 Investment Advisors' portfolio, valued at $23.77M. The firm reduced its stake by 4% in the 4th quarter, owning 56,403 shares.

Microsoft ReportsMSFTsentiment_dissatisfied

Estimated market influence

Microsoft Co.

Microsoft Co.

Negativesentiment_dissatisfied
Analyst rating: Strong buy

1834 Investment Advisors Co. cut its stake in Microsoft by 4.0% in the 4th quarter, reducing their holdings from 58,776 to 56,403 shares.

1834 Investment Advisors Co.

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Analyst rating: N/A

1834 Investment Advisors Co. is an institutional investor that manages Microsoft as its 7th largest position and has a portfolio worth $23,774,000 in Microsoft stock.

Christopher J. Hasenberg Inc.

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Analyst rating: N/A

Boosted its position by 35.7% during the third quarter, increasing ownership to 95 shares valued at $39,000.

IFS Advisors LLC

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Analyst rating: N/A

Increased their stake by 53.8% in Microsoft during the fourth quarter, now owning 100 shares worth $42,000.

Avondale Wealth Management

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Analyst rating: N/A

Boosted holdings by 144.4%, now owning 110 shares worth $46,000.

MidAtlantic Capital Management Inc.

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Analyst rating: N/A

Purchased a new stake in Microsoft during the third quarter worth $62,000.

Kieckhefer Group LLC

Positivesentiment_satisfied
Analyst rating: N/A

Purchased a new stake in Microsoft during the fourth quarter worth $141,000.

Context

Analysis of Microsoft Co. (NASDAQ:MSFT) Business Insights and Market Implications

Portfolio Adjustments by Major Investors

  • 1834 Investment Advisors Co.: Reduced stake in Microsoft by 4.0% in the 4th quarter, selling 2,373 shares. Now owns 56,403 shares worth $23,774,000, making it their 7th largest position (3.0% of portfolio).
  • Christopher J. Hasenberg Inc.: Increased stake by 35.7%, now owning 95 shares ($39,000) after buying 25 additional shares.
  • IFS Advisors LLC: Boosted holdings by 53.8%, now owning 100 shares ($42,000).
  • Avondale Wealth Management: Increased holdings by 144.4%, now owning 110 shares ($46,000).
  • MidAtlantic Capital Management Inc.: Purchased new stake worth $62,000 in the third quarter.
  • Kieckhefer Group LLC: Acquired new stake worth $141,000 in the fourth quarter.
  • Institutional Ownership: 71.13% of Microsoft shares are owned by hedge funds and other institutional investors.

Microsoft's Stock Performance

  • Opening Price: $388.56 on Monday.
  • Moving Averages: 50-day MA: $412.43; 200-day MA: $420.64.
  • 52-Week Range: Low: $376.91; High: $468.35.
  • Financial Ratios:
    • Debt-to-Equity Ratio: 0.13
    • Quick Ratio: 1.34
    • Current Ratio: 1.35
    • Market Capitalization: $2.89 trillion
    • P/E Ratio: 31.29
    • PEG Ratio: 2.21
    • Beta: 0.92

Dividend Information

  • Dividend Announcement: Quarterly dividend of $0.83 per share, paid on June 12th.
  • Record Date: May 15th for shareholders to receive the dividend.
  • Ex-Dividend Date: May 15th.
  • Annualized Dividend: $3.32 (up from previous).
  • Dividend Yield: 0.85%.
  • Payout Ratio: 26.73%.

Analyst Ratings and Target Prices

  • DA Davidson: Upgraded to "Buy" with target price increased to $450.00.
  • Piper Sandler: Reiterated "Overweight" with target price $520.00.
  • Morgan Stanley: Lowered target from $540.00 to $530.00, maintained "Overweight".
  • Cantor Fitzgerald: Reiterated "Overweight" with target price $509.00.
  • Wedbush: Reiterated "Outperform" with target price $550.00.
  • Consensus Rating: Moderate Buy.
  • Average Target Price: $510.43.

Competitive Positioning & Market Impact

  • Market Leadership: Microsoft is a dominant player in productivity software and cloud services, competing with Google and Apple in enterprise markets.
  • Productivity Tools: Strong portfolio includes Office 365, Microsoft Teams, SharePoint, and Microsoft 365 Copilot, positioning it as a leader in business solutions.
  • Strategic Growth: Focus on AI-driven products like Copilot underscores potential for innovation and market expansion.

Strategic Considerations

  • Investor Sentiment: Mixed portfolio adjustments indicate strategic shifts among investors, with some reducing exposure while others increase holdings.
  • Analyst Confidence: Positive analyst ratings suggest long-term growth expectations despite high valuations indicated by P/E and PEG ratios.
  • Market Trends: Microsoft's performance aligns with broader tech sector trends, with cloud computing and AI driving future growth.

Long-Term Effects and Regulatory Implications

  • Dominance in Core Markets: Likely to maintain strong market presence in productivity software and cloud services.
  • Potential Expansion: Continued focus on AI could lead to significant innovation and market expansion.
  • Regulatory Scrutiny: As a major tech company, Microsoft may face increased regulatory scrutiny, though none is explicitly mentioned in the text.

This analysis highlights Microsoft's strategic positioning, investor sentiment, and competitive landscape, providing insights into its business trajectory and market implications.