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Twelve Points Wealth Management LLC Reduces Stock Position in Microsoft Co. (NASDAQ:MSFT)

Twelve Points Wealth Management LLC Reduces Stock Position in Microsoft Co. (NASDAQ:MSFT)

  • 21.03.2025 13:12
  • etfdailynews.com
  • Keywords: MarketBeat, Tigress Financial, DA Davidson, Piper Sandler, Scotiabank

Twelve Points Wealth Management reduced its Microsoft holdings by 9%, selling 488 shares in Q4, ending with $2.09M worth. Other hedge funds are adjusting their positions as analysts set higher price targets for MSFT, which is currently trading down slightly.

Microsoft Reports

Estimated market influence

Twelve Points Wealth Management LLC

Negativesentiment_dissatisfied
Analyst rating: N/A

Decreased holdings in Microsoft by 9.0% in the 4th quarter, sold 488 shares

Christopher J. Hasenberg Inc

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 35.7%, bought 25 additional shares

IFS Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Boosted position by 53.8%, purchased 35 additional shares

Avondale Wealth Management

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake by 144.4%, acquired 65 additional shares

MidAtlantic Capital Management Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Purchased new stake worth $62,000 in the 3rd quarter

Kieckhefer Group LLC

Positivesentiment_satisfied
Analyst rating: N/A

Bought new position worth $141,000 in the 4th quarter

Tigress Financial

Positivesentiment_satisfied
Analyst rating: N/A

Raised price target from $550 to $595 and gave a 'buy' rating

DA Davidson

Positivesentiment_satisfied
Analyst rating: N/A

Upgraded rating from 'neutral' to 'buy' and increased price objective

Piper Sandler

Positivesentiment_satisfied
Analyst rating: N/A

Reaffirmed 'overweight' rating with $520 price target

Scotiabank

Positivesentiment_satisfied
Analyst rating: N/A

Initiated coverage with 'sector outperform' rating and $470 price target

Context

Business Insights and Market Implications

  • Twelve Points Wealth Management LLC reduced its holdings in Microsoft (MSFT) by 9.0% in the 4th quarter, selling 488 shares, leaving it with 4,962 shares worth $2,091,000.
  • Other hedge funds showed mixed activity:
    • Christopher J. Hasenberg Inc. increased its position by 35.7%, owning 95 shares valued at $39,000.
    • IFS Advisors LLC boosted its stake by 53.8%, holding 100 shares worth $42,000.
    • Avondale Wealth Management increased its position by 144.4%, owning 110 shares valued at $46,000.
    • MidAtlantic Capital Management Inc. and Kieckhefer Group LLC both initiated new positions in MSFT, worth $62,000 and $141,000, respectively.
  • Institutional ownership of Microsoft stock stood at 71.13% as of the latest reporting period.

Analysts' Sentiment

  • Multiple brokerages upgraded or reaffirmed positive ratings on MSFT:
    • Tigress Financial raised its price target from $550 to $595 and maintained a "buy" rating.
    • DA Davidson increased its price objective from $425 to $450 and upgraded the stock to "buy."
    • Piper Sandler reaffirmed an "overweight" rating with a price target of $520.
    • Scotiabank initiated coverage with a "sector outperform" rating and a price target of $470.
  • The consensus rating is "Moderate Buy" with a $510.59 price target.

Trading Performance

  • Microsoft shares opened at $386.84, down 0.3% on Friday.
  • Market capitalization: $2.88 trillion.
  • Key financial metrics:
    • PE ratio: 31.15
    • PEG ratio: 2.21
    • Beta: 0.92
    • 50-day moving average: $409.38
    • 200-day moving average: $419.85
  • 12-month price range: $376.91 (low) to $468.35 (high).

Earnings and Dividend

  • Microsoft reported Q1 earnings per share (EPS) of $3.23, exceeding estimates by $0.08.
  • Return on equity: 33.36%
  • Net margin: 35.43%
  • Annualized dividend: $0.83 per share quarterly, yielding 0.86% with a payout ratio of 26.73%.
  • Next dividend payment date: Thursday, June 12th, with record date on May 15th.

Long-Term Considerations

  • Microsoft's strong financial performance and consistent earnings growth suggest sustained investor interest.
  • The company's market dominance in cloud computing, AI, and enterprise software positions it for long-term growth.
  • Regulatory scrutiny of tech giants could impact future operations, but no significant developments were noted in the text.