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Sound Stewardship LLC Acquires 390 Shares of Microsoft Co. (NASDAQ:MSFT)

Sound Stewardship LLC Acquires 390 Shares of Microsoft Co. (NASDAQ:MSFT)

  • 20.03.2025 09:07
  • etfdailynews.com
  • Keywords: Acquisition, Stock Performance

Sound Stewardship LLC increased its Microsoft shares by 17.8%, adding 390 shares worth $1.085 million. Other investors also adjusted their stakes in the company.

Microsoft ServicesMicrosoft Reports

Estimated market influence

Sound Stewardship LLC

Positivesentiment_satisfied
Analyst rating: N/A

Sound Stewardship LLC increased its holdings in Microsoft by 17.8% during the 4th quarter, acquiring an additional 390 shares.

Christopher J. Hasenberg Inc

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake by 35.7% in the 3rd quarter, adding 25 shares.

IFS Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake by 53.8% in the 4th quarter, purchasing an additional 35 shares.

Avondale Wealth Management

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 144.4% in the fourth quarter, acquiring 65 more shares.

MidAtlantic Capital Management Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Purchased a new stake valued at approximately $62,000 during 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 Sound Stewardship LLC's Acquisition of Microsoft Shares (NASDAQ:MSFT)

Key Business Insights and Market Implications

  • Sound Stewardship LLC's Investment Increase:

    • Acquired 390 additional shares of Microsoft, increasing its holdings by 17.8%.
    • Total holdings now stand at 2,575 shares, valued at $1,085,000 as of the latest quarter.

  • Other Institutional Investors' Moves:

    • Christopher J. Hasenberg Inc. increased its stake by 35.7%, adding 25 shares to reach 95 shares worth $39,000.
    • IFS Advisors LLC boosted its holdings by 53.8%, purchasing 35 additional shares to hold 100 shares valued at $42,000.
    • Avondale Wealth Management increased its position by 144.4%, acquiring 65 shares to own 110 shares worth $46,000.
    • MidAtlantic Capital Management Inc. and Kieckhefer Group LLC both made new investments in Microsoft during the year.

  • Hedge Fund Ownership:

    • Institutional investors collectively own 71.13% of Microsoft's stock, reflecting strong investor confidence.

Stock Performance and Financial Metrics

  • Microsoft Stock Performance:

    • Trading at $387.82, up 1.1% on the day.
    • Market cap: $2.88 trillion.
    • PE ratio: 31.23, PEG ratio: 2.21, beta: 0.92.
    • 52-week price range: $376.91 (low) to $468.35 (high).
    • 50-day moving average: $410.13, 200-day moving average: $420.08.

  • Financial Highlights:

    • QPS earnings: $3.23, beating estimates by $0.08.
    • Return on equity (ROE): 33.36%, Net margin: 35.43%.
    • Analysts forecast 13.08 EPS for the current year.

Dividend Information

  • Dividend Announcement:
    • Microsoft declared a quarterly dividend of $0.83 per share, payable on June 12, 2024 to shareholders of record as of May 15, 2024.
    • Annualized dividend: $3.32, yield: 0.86%.
    • Payout ratio: 26.73%, indicating a healthy balance between dividends and retained earnings.

Analyst Ratings and Price Targets

  • Analyst Consensus:
    • "Moderate Buy" rating with an average price target of $510.43.
    • Positive sentiment supported by multiple brokers, including Royal Bank of Canada, UBS Group, Loop Capital, and Piper Sandler.

Competitive Dynamics and Strategic Considerations

  • Microsoft's Market Position:
    • Dominant player in software, services, devices, and cloud computing.
    • Strong focus on productivity tools (e.g., Office Suite, Microsoft Teams) and AI-driven solutions (e.g., Microsoft 365 Copilot).
    • Continued innovation expected to drive long-term growth.

Long-Term Effects and Regulatory Impacts

  • Growth Outlook:

    • Positive analyst sentiment and strong financial performance suggest sustained growth.
    • Potential for further share buybacks or dividend increases, enhancing shareholder returns.

  • Regulatory Environment:

    • Microsoft operates in highly regulated industries, but its compliance history and market leadership position it well to navigate future regulatory challenges.

Conclusion

Sound Stewardship LLC's investment increase, coupled with other institutional investors' actions, underscores confidence in Microsoft's long-term growth potential. The stock's performance, strong financial metrics, and favorable analyst ratings suggest continued outperformance in the software and cloud computing sectors.