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Sentry LLC Has $11.32 Million Position in Microsoft Co. (NASDAQ:MSFT)

Sentry LLC Has $11.32 Million Position in Microsoft Co. (NASDAQ:MSFT)

  • 23.03.2025 09:06
  • etfdailynews.com
  • Keywords: AI, Startup

Sentry LLC reduced its Microsoft stake by 6.6% in Q4, selling 1,899 shares and owning 26,857 worth $11.32 million, making it their second-largest holding.

Microsoft ReportsMicrosoft ServicesMicrosoft NewsMSFTsentiment_neutral

Estimated market influence

Sentry LLC

Positivesentiment_satisfied
Analyst rating: N/A

Sentry LLC trimmed its stake in Microsoft by 6.6% in the fourth quarter, owning 26,857 shares worth $11,320,000.

WFA Asset Management Corp

Positivesentiment_satisfied
Analyst rating: N/A

Grew its stake in Microsoft by 27.0% in the first quarter, owning 1,016 shares valued at $427,000.

Ironwood Wealth Management LLC.

Positivesentiment_satisfied
Analyst rating: N/A

Boosted its stake in Microsoft by 0.3% during the 2nd quarter, owning 12,658 shares worth $5,658,000.

AMF Tjanstepension AB

Positivesentiment_satisfied
Analyst rating: N/A

Boosted its stake in Microsoft by 1.8% during the 3rd quarter, owning 2,799,261 shares worth $1,204,664,000.

Versant Capital Management Inc

Positivesentiment_satisfied
Analyst rating: N/A

Boosted its stake in Microsoft by 3.4% during the 3rd quarter, owning 32,471 shares worth $13,972,000.

Ignite Planners LLC

Positivesentiment_satisfied
Analyst rating: N/A

Boosted its stake in Microsoft by 1.3% during the 3rd quarter, owning 24,002 shares worth $10,328,000.

Microsoft Co.

Microsoft Co.

Neutralsentiment_neutral
Analyst rating: Strong buy

Sentry LLC and other hedge funds have adjusted their stakes in Microsoft stock. The company's dividend was recently announced, and Wall Street analysts have provided ratings and target prices for the stock.

Context

Business Insights and Market Implications Analysis

Sentry LLC's Microsoft Position

  • Sentry LLC reduced its stake in Microsoft Co. (NASDAQ:MSFT) by 6.6% in Q4, selling 1,899 shares.
  • After the sale, Sentry owned 26,857 shares, worth $11,320,000.
  • Microsoft constitutes 2.2% of Sentry's portfolio, making it its 2nd largest holding.

Hedge Fund Activity

  • WFA Asset Management Corp: Increased stake by 27.0%, now owns 1,016 shares valued at $427,000.
  • Ironwood Wealth Management LLC: Boosted stake by 0.3%, now holds 12,658 shares worth $5,658,000.
  • AMF Tjanstepension AB: Increased stake by 1.8%, now owns 2,799,261 shares valued at $1.2 billion.
  • Versant Capital Management Inc: Boosted stake by 3.4%, now holds 32,471 shares worth $13.97 million.
  • Ignite Planners LLC: Increased stake by 1.3%, now owns 24,002 shares valued at $10.328 million.

Microsoft Stock Performance

  • Market Cap: $2.91 trillion.
  • P/E Ratio: 31.50.
  • Price-to-Earnings-Growth (PEG) Ratio: 2.21.
  • Beta: 0.92.
  • 52 Week Range: $376.91 - $468.35.
  • Fifty-Day Moving Average: $408.82.
  • 200-Day Moving Average: $419.67.

Dividend Information

  • Microsoft declared a quarterly dividend of $0.83 per share, payable on June 12, 2024.
  • Record date: May 15, 2024; Ex-dividend date: May 15, 2024.
  • Annualized Dividend Yield: 0.85%.
  • Dividend Payout Ratio (DPR): 26.73%.

Analyst Sentiment

  • Consensus Rating: Moderate Buy with an average price target of $510.59.
  • Positive coverage from multiple analysts, including:
    • Piper Sandler: Reiterated "overweight" with a $520 target.
    • Stifel Nicolaus: Reduced target to $475 but maintained "buy".
    • Mizuho: Downgraded target to $500 but maintained "outperform".
    • Cantor Fitzgerald: Reiterated "overweight" with a $509 target.
    • Tigress Financial: Upgraded target to $595 and maintained "buy".

Company Overview

  • Microsoft operates in software, services, devices, and solutions globally.
  • Key segments:
    • Productivity and Business Processes: Includes Office Suite, Microsoft Teams, SharePoint, and Microsoft 365 Copilot.
    • Focus on cloud computing, enterprise software, and AI-driven tools.

Market Implications

  • Institutional Ownership: 71.13% of shares are owned by institutional investors.
  • Analyst Optimism: Positive sentiment suggests confidence in Microsoft's growth potential.
  • Competitive Dynamics: Microsoft's strong position in productivity tools and cloud services underscores its dominance in the tech sector.
  • Strategic Considerations: Hedge fund activity indicates a mix of investor strategies, with some trimming positions while others increase holdings.

Long-Term Effects

  • Microsoft's consistent dividend payments and stock buybacks may attract income-focused investors.
  • The company's focus on AI and cloud innovation could drive long-term revenue growth.
  • Regulatory risks remain minimal compared to other tech giants, though antitrust scrutiny is a potential concern.