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Asset Dedication LLC Decreases Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Asset Dedication LLC Decreases Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

  • 21.03.2025 00:00
  • etfdailynews.com
  • Keywords: AI

Asset Dedication LLC reduced its Microsoft holdings by 18.4% in Q4, selling 9,005 shares, leaving it with 39,894 shares worth $16.8 million, which makes up 1.3% of its portfolio. Analysts have mixed ratings on MSFT, with an average "Moderate Buy" and target price around $510.59, while the stock recently dropped 0.3%.

Microsoft ReportsMicrosoft NewsMSFTsentiment_dissatisfied

Estimated market influence

Microsoft

Microsoft

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Decrease in stock holdings by Asset Dedication LLC

Asset Dedication LLC

Positivesentiment_satisfied
Analyst rating: N/A

Reduced stake but still holds significant shares

Context

Analysis of Microsoft Co. (NASDAQ:MSFT) Stock Holdings and Market Implications

Asset Dedication LLC's Reduction in Microsoft Holdings

  • Reduction: Asset Dedication LLC decreased its stake in Microsoft by 18.4% during the fourth quarter.
  • Shares Sold: 9,005 shares were sold, leaving the fund with 39,894 shares.
  • Portfolio Weight: Microsoft represents 1.3% of Asset Dedication LLC’s portfolio, ranking as its 13th largest holding.
  • Market Value: The remaining holdings are valued at $16,815,000.

Market Trends and Investor Sentiment

  • Institutional Ownership: Institutional investors collectively own 71.13% of Microsoft’s stock.
  • Other Investors' Actions:
    • Verus Wealth Management LLC: Purchased a new stake worth $1,248,000.
    • Sumitomo Life Insurance Co.: Increased holdings by 4.1%, now owning 161,701 shares valued at $68,157,000.
    • R Squared Ltd: Purchased a new stake worth $594,000.
    • Fulton Breakefield Broenniman LLC: Increased holdings by 0.6%, now owning 190,212 shares valued at $80,175,000.
    • Baker Boyer National Bank: Increased position by 7.9%, now owning 8,309 shares valued at $3,502,000.

Analyst Opinions and Stock Performance

  • Analyst Ratings: Microsoft has an average rating of “Moderate Buy” with a target price of $510.59.
  • Stock Price Movement: Microsoft shares opened at $386.84, down 0.3% from the previous close.

Financial Metrics

  • Market Cap: $2.88 trillion.
  • P/E Ratio: 31.15.
  • PEG Ratio: 2.21.
  • Beta: 0.92.
  • 50-Day Moving Average: $409.38.
  • 200-Day Moving Average: $419.85.
  • Dividend Information:
    • Annual Dividend: $3.32 (yield of 0.86%).
    • Ex-Dividend Date: May 15, 2025.
    • Record Date: May 15, 2025.

Microsoft's Earnings and Financial Health

  • Q4 EPS: $3.23 (vs. consensus estimate of $3.15).
  • Return on Equity: 33.36%.
  • Net Margin: 35.43%.
  • Analyst Predictions: Expected EPS for the current fiscal year is 13.08.

Competitive Dynamics

  • Microsoft remains a dominant player in the software industry, with strong positions in productivity tools (e.g., Office Suite, Microsoft Teams) and cloud services (e.g., Azure).
  • The company’s ability to maintain its competitive edge will depend on innovation, execution of its “AI for Good” initiatives, and adaptation to evolving market demands.

Strategic Considerations

  • Investor Sentiment: Mixed signals from institutional investors suggest cautious optimism.
  • Long-Term Effects: Microsoft’s focus on AI, cloud computing, and enterprise solutions positions it well for long-term growth, but competition from tech peers (e.g., Amazon AWS, Google Cloud) remains intense.

Regulatory Impacts

  • The company’s dividend policy and stock buybacks will continue to influence shareholder returns.
  • Compliance with global data privacy regulations and antitrust scrutiny will remain critical factors impacting Microsoft’s operations.