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Heirloom Wealth Management Cuts Stake in Microsoft Co. (NASDAQ:MSFT)

Heirloom Wealth Management Cuts Stake in Microsoft Co. (NASDAQ:MSFT)

  • 19.03.2025 07:09
  • etfdailynews.com
  • Keywords: High Risk

Heirloom Wealth Management reduced its stake in Microsoft by 3.2% during Q4, selling 1,708 shares, leaving it with 51,896 shares worth $21.87 million. Other investors like Christopher J. Hasenberg and IFS Advisors increased their holdings, while MidAtlantic Capital Management and Kieckhefer Group started new positions. Microsoft's stock has a one-year range of $376.91 to $468.35, with an average rating of "Moderate Buy" from analysts.

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Estimated market influence

Heirloom Wealth Management

Negativesentiment_dissatisfied
Analyst rating: N/A

Heirloom Wealth Management cut its stake in Microsoft by 3.2% during the 4th quarter, selling 1,708 shares and reducing their holdings to 51,896 shares.

Christopher J. Hasenberg Inc

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 35.7%, now owning 95 shares valued at $39,000.

IFS Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings by 53.8%, now owning 100 shares worth $42,000.

Avondale Wealth Management

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 144.4%, now owning 110 shares valued at $46,000.

MidAtlantic Capital Management Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new position worth approximately $62,000 in the third quarter.

Kieckhefer Group LLC

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new position worth approximately $141,000 in the fourth quarter.

Context

Analysis of Heirloom Wealth Management's Stake Reduction in Microsoft (NASDAQ:MSFT)

Key Facts and Data Points

  • Heirloom Wealth Management reduced its stake in Microsoft by 3.2% during the 4th quarter, selling 1,708 shares.
  • After the sale, Heirloom owned 51,896 shares, valued at $21,874,000, representing 6.6% of its portfolio.
  • Microsoft remains one of Heirloom's largest holdings.

Institutional Investor Activity

  • Christopher J. Hasenberg Inc: Increased position by 35.7%, now owning 95 shares worth $39,000.
  • IFS Advisors LLC: Increased holdings by 53.8%, now owning 100 shares worth $42,000.
  • Avondale Wealth Management: Increased position by 144.4%, now owning 110 shares worth $46,000.
  • MidAtlantic Capital Management Inc: New position worth $62,000 in the 3rd quarter.
  • Kieckhefer Group LLC: New position worth $141,000 in the 4th quarter.

Microsoft Stock Performance

  • One-Year Price Range: $376.91 (low) to $468.35 (high).
  • 50-Day Moving Average: $410.87.
  • 200-Day Moving Average: $420.28.
  • Market Capitalization: $2.85 trillion.
  • P/E Ratio: 30.88.
  • PEG Ratio: 2.21.
  • Beta: 0.92.
  • Debt-to-Equity Ratio: 0.13.

Dividend Announcement

  • Microsoft announced a quarterly dividend of $0.83 per share, payable on June 12, 2024.
  • Annualized Dividend: $3.32.
  • Dividend Yield: 0.87%.
  • Payout Ratio: 26.73%.

Analyst Ratings and Price Targets

  • DA Davidson: Upgraded to "Buy" with a price target of $450.00.
  • Piper Sandler: Reaffirmed "Overweight" with a price target of $520.00.
  • Loop Capital: Raised price target to $550.00 with a "Buy" rating.
  • Cantor Fitzgerald: Reiterated "Overweight" with a price target of $509.00.
  • Average Rating: "Moderate Buy" with a consensus price target of $510.43.

Market Implications and Business Insights

  • Portfolio Reallocation: Heirloom's reduction suggests potential portfolio reallocation or risk management, though Microsoft remains a significant holding.
  • Institutional Sentiment: Mixed signals from other investors indicate varying strategies, with some increasing exposure while others新开仓位.
  • Stock Valuation: Analysts' upgraded ratings and higher price targets reflect confidence in Microsoft's long-term growth prospects.
  • Competitive Dynamics: Microsoft's strong market position in software and cloud services is likely driving investor interest despite its high valuation.

Strategic Considerations

  • Dividend Yield: The announced dividend provides a steady return for investors, aligning with Microsoft's strategy to balance growth and shareholder returns.
  • Market Trends: The stock's performance reflects broader trends in the tech sector, with investors weighing growth potential against valuation metrics.
  • Regulatory Impact: No immediate regulatory concerns noted, but ongoing scrutiny of large tech companies remains a risk.

Long-Term Effects

  • Growth Prospects: Microsoft's position in key markets like cloud computing and AI suggests sustained long-term growth opportunities.
  • Shareholder Appeal: The combination of dividend yields and growth potential makes Microsoft attractive to both income and growth investors.