Altus Wealth Management LLC Buys 390 Shares of Microsoft Co. (NASDAQ:MSFT)

Altus Wealth Management LLC Buys 390 Shares of Microsoft Co. (NASDAQ:MSFT)

  • 19.03.2025 08:08
  • etfdailynews.com
  • Keywords: AI, Startup

Altus Wealth Management LLC purchased 390 additional shares of Microsoft, increasing its stake by 18.7%. The investment firm now holds 2,473 shares worth $1.04 million, with Microsoft representing 0.5% of its portfolio. Other investors have also recently boosted their holdings in the tech giant.

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Estimated market influence

Altus Wealth Management LLC

Positivesentiment_satisfied
Analyst rating: N/A

Altus Wealth Management LLC increased its investment in Microsoft by purchasing additional shares, indicating confidence in the company's future performance.

Christopher J. Hasenberg Inc

Positivesentiment_satisfied
Analyst rating: N/A

Boosted stake in Microsoft by 35.7%, showing belief in the company's growth potential.

IFS Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased investment in Microsoft, reflecting positive outlook on its stock performance.

Avondale Wealth Management

Positivesentiment_satisfied
Analyst rating: N/A

Significantly increased holdings in Microsoft, indicating confidence in the company's future.

MidAtlantic Capital Management Inc.

Positivesentiment_satisfied
Analyst rating: N/A

Initiated a new investment in Microsoft, suggesting positive expectations for its stock.

Kieckhefer Group LLC

Positivesentiment_satisfied
Analyst rating: N/A

Bought a new stake in Microsoft, reflecting optimism about the company's prospects.

Microsoft Corporation

Microsoft Corporation

Positivesentiment_satisfied
Analyst rating: Strong buy

Multiple investors increased their holdings, indicating strong market confidence; announced dividend and positive earnings reports further enhance its position.

Context

Analysis of Altus Wealth Management LLC's Investment in Microsoft Co. (NASDAQ:MSFT)

Key Facts and Data Points

  • Altus Wealth Management LLC increased its stake in Microsoft by 18.7% during the fourth quarter, purchasing an additional 390 shares.
  • Total holdings in Microsoft now stand at 2,473 shares, valued at $1,043,000 as of the latest filing.
  • Microsoft represents 0.5% of Altus Wealth Management LLC’s investment portfolio and is its 18th largest holding.

Institutional Investor Activity

  • Christopher J. Hasenberg Inc: Increased stake by 35.7%, now owning 95 shares worth $39,000.
  • IFS Advisors LLC: Boosted holdings by 53.8%, now owning 100 shares worth $42,000.
  • Avondale Wealth Management: Increased stake by 144.4%, now owning 110 shares worth $46,000.
  • MidAtlantic Capital Management Inc: Purchased a new stake worth $62,000 during the third quarter.
  • Kieckhefer Group LLC: Bought a new stake worth $141,000 during the fourth quarter.

Market Performance and Valuation Metrics

  • Microsoft shares opened at $383.52 on Wednesday.
  • 50-day moving average: $410.87
  • 200-day moving average: $420.28
  • Market capitalization: $2.85 trillion
  • P/E ratio: 30.88
  • PEG ratio: 2.21
  • Beta: 0.92

Earnings and Dividend Information

  • Microsoft reported $3.23 EPS for the latest quarter, beating estimates of $3.15.
  • Net margin: 35.43%
  • Return on equity (ROE): 33.36%
  • Analysts expect 13.08 EPS for the current year.
  • Dividend announced: $0.83 per share quarterly, representing an annualized dividend of $3.32 and a yield of 0.87%.
  • Dividend payout ratio (DPR): 26.73%

Analyst Price Targets and Sentiment

  • Average price target: $510.43
  • Rating: "Moderate Buy" with several research firms reiterating "buy" or "overweight" ratings.
  • Notable analyst actions:
    • Stifel Nicolaus: Lowered price target to $475.00 from $515.00
    • Piper Sandler: Reaffirmed "overweight" with a target of $520.00
    • DA Davidson: Upgraded to "buy" with a target of $450.00

Microsoft Profile and Business Overview

  • Develops and supports software, services, devices, and solutions globally.
  • Key segments:
    • Productivity and Business Processes: Includes Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Microsoft 365 Copilot.
    • Office Consumer Services: Includes Microsoft 365 consumer subscriptions and other office services.

Strategic Considerations and Market Implications

  • The increased investments by institutional investors highlight confidence in Microsoft’s long-term growth potential.
  • Positive earnings results and consistent dividend payments reinforce the company’s strong financial health.
  • Analyst sentiment remains bullish, with multiple firms reiterating "buy" ratings and raising price targets.
  • Microsoft’s market leadership in productivity software and cloud services positions it as a key player in the tech industry.

Competitive Dynamics

  • Microsoft faces competition from other tech giants but maintains a strong position in enterprise software and cloud computing.
  • Strategic initiatives like Microsoft 365 Copilot indicate a focus on innovation and differentiation in the market.

Long-Term Effects and Regulatory Impacts

  • As a dominant player in multiple sectors, Microsoft is likely to continue influencing industry trends.
  • Regulatory scrutiny remains a potential risk, though the company has historically managed such challenges effectively.