Barnes Pettey Financial Advisors LLC Has $2.81 Million Position in Microsoft Co. (NASDAQ:MSFT)

Barnes Pettey Financial Advisors LLC Has $2.81 Million Position in Microsoft Co. (NASDAQ:MSFT)

  • 24.03.2025 07:45
  • etfdailynews.com
  • Keywords: High Risk

Barnes Pettey Financial Advisors reduced its Microsoft stake by 0.6% in the 4th quarter, selling 42 shares. The firm now holds 6,658 shares worth $2.8 million, making it a significant holding. Other investors have also adjusted their positions in Microsoft.

Microsoft ServicesMicrosoft ReportsMicrosoft News

Estimated market influence

Barnes Pettey Financial Advisors LLC

Negativesentiment_dissatisfied
Analyst rating: N/A

Reduced their position by 0.6% in Microsoft stock during the 4th quarter.

Net Worth Advisory Group

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new position in Microsoft worth $2,645,00<think><think>Alright, I need to analyze this article and extract all the companies mentioned. The primary focus is on companies, so I'll start by identifying each one. Barnes Pettey Financial Advisors LLC is clearly a company that reduced its position in Microsoft. Then there's Net Worth Advisory Group, Oak Ridge Investments LLC, Focus Financial Network Inc., Campbell Wealth Management, and Evernest Financial Advisors LLC—all of these are investment firms that either bought new positions or increased their holdings in Microsoft. Microsoft itself is the main company here, with details about their stock performance, dividend announcements, analyst ratings, and company profile. I should note each firm's influence as positive or negative based on whether they increased or decreased their holdings. For Microsoft, I'll highlight their financial metrics, earnings, dividend info, and analyst upgrades. The secondary focus is historical context from 2020, but the article doesn't mention anything specific to that year, so I'll leave that part empty. I need to ensure all labels are concise and relevant, avoiding any meta-information. Finally, I'll structure this data into a clear JSON format as per the schema provided, making sure each company is detailed with their role, financial impact, market position changes, and future implications where applicable. If there's no relevant historical context, I'll just note that it's an empty array. This should cover everything required in the query accurately and comprehensively without any unnecessary information or processing of privacy-related topics as instructed. Let me double-check to make sure I haven't missed any companies mentioned even briefly and that all their details are correctly captured. Once confident, I'll format the response accordingly, ensuring it's in English and adheres strictly to the given schema with appropriate labels for each section like

Context

Analysis of Barnes Pettey Financial Advisors LLC's Investment in Microsoft Co. (NASDAQ:MSFT)

Key Facts and Data Points

  • Barnes Pettey Financial Advisors LLC:

    • Reduced Microsoft shares by 0.6% during Q4.
    • Sold 42 shares, holding 6,658 shares worth $2,806,000.
    • Microsoft represents 2.1% of their portfolio, ranking as the 14th largest holding.
  • Other Institutional Investors:

    • Net Worth Advisory Group: New position in Microsoft worth $2,645,000.
    • Oak Ridge Investments LLC: Increased holdings by 7.6%, now owning 263,534 shares valued at $113,399,000.
    • Focus Financial Network Inc.: Increased holdings by 2.0%, now owning 76,296 shares worth $32,830,000.
    • Campbell Wealth Management: New stake valued at approximately $3,314,000.
    • Evernest Financial Advisors LLC: Increased position by 389.2%, now owning 53,770 shares worth $23,137,000.
  • Institutional Ownership:

    • Total institutional ownership: 71.13% of Microsoft's stock.

Market Performance and Financials

  • Microsoft Stock Performance:

    • Opened at $391.26 on Monday.
    • 50-day moving average: $408.82.
    • 200-day moving average: $419.74.
    • 52-week low: $376.91, 52-week high: $468.35.
    • Market capitalization: $2.91 trillion.
  • Financial Metrics:

    • Price-to-earnings (P/E) ratio: 31.50.
    • PEG ratio: 2.21.
    • Beta: 0.92.
    • Net margin: 35.43%.
    • Return on equity (ROE): 33.36%.
  • Earnings:

    • Q4 EPS: $3.23, beating the consensus estimate of $3.15.
    • Analysts forecast 13.08 EPS for the current fiscal year.

Dividend Information

  • Dividend Announcement:
    • Quarterly dividend of $0.83 per share, payable on June 12, 2024.
    • Annualized dividend: $3.32.
    • Dividend yield: 0.85%.
    • Dividend payout ratio (DPR): 26.73%.

Analyst Consensus and Price Targets

  • Analyst Ratings:
    • Average rating: "Moderate Buy".
    • Average price target: $510.59.
    • Three research analysts rated the stock with a hold rating, while twenty-eight issued a buy rating.

Competitive Dynamics and Strategic Considerations

  • Microsoft is a dominant player in the software industry, with strong positions in productivity tools (e.g., Office 365) and cloud services.
  • The company's focus on AI-driven innovations (e.g., Microsoft Copilot) is expected to drive future growth and competitive advantage.

Long-Term Effects and Regulatory Impacts

  • Long-Term Growth:

    • Strong fundamentals, including high market capitalization and consistent earnings growth, suggest long-term stability.
    • Strategic investments in AI and cloud services are likely to enhance revenue streams over the next few years.
  • Regulatory Risks:

    • As a major tech company, Microsoft faces ongoing regulatory scrutiny, particularly in antitrust matters. However, its diversified product portfolio and global reach provide some protection against sector-specific risks.

Conclusion

The data highlights Microsoft's continued appeal as an investment target, despite minor reductions in holdings by certain institutional investors. The stock's strong performance, coupled with positive analyst sentiment and robust financial metrics, suggests a favorable outlook for the company in the near to medium term. Investors should monitor developments in AI integration, cloud service expansion, and regulatory environments for long-term implications.