Patriot Financial Group Insurance Agency LLC Increases Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Patriot Financial Group Insurance Agency LLC Increases Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

  • 21.03.2025 08:10
  • etfdailynews.com
  • Keywords: AI, Startup

Patriot Financial Group Insurance Agency LLC increased its Microsoft stock holdings by 3.5% in the 4th quarter, owning 36,180 shares worth $15 million, making it their 5th largest holding. Other institutions also boosted their stakes in Microsoft, reflecting strong investor interest in the tech giant. Microsoft reported strong earnings and announced a dividend increase, with sell-side analysts forecasting continued growth.

Microsoft Reports
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Estimated market influence

Patriot Financial Group Insurance Agency LLC

Positivesentiment_satisfied
Analyst rating: N/A

Boosted holdings in Microsoft by 3.5% in the 4th quarter, owning 36,180 shares worth $15,250,000

Aspire Capital Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake by 3.0%

Tamar Securities LLC

Positivesentiment_satisfied
Analyst rating: N/A

Grew position by 6.2%

Prospect Financial Services LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 1.0%

Perigon Wealth Management LLC

Positivesentiment_satisfied
Analyst rating: N/A

Raised stake by 6.8%

Next Level Private LLC

Positivesentiment_satisfied
Analyst rating: N/A

Raised position by 1.0%

Context

Analysis of Patriot Financial Group Insurance Agency LLC's Investment in Microsoft Co. (NASDAQ:MSFT)

Patriot Financial Group Insurance Agency LLC's Holdings

  • Increased holdings in Microsoft by 3.5% in the 4th quarter.
  • Total shares owned: 36,180.
  • Value of holdings: $15,250,000.
  • Microsoft represents 2.0% of Patriot Financial Group Insurance Agency LLC’s portfolio.
  • Microsoft is the 5th largest holding in their portfolio.

Other Institutional Investors' Moves

  • Aspire Capital Advisors LLC: Increased stake by 3.0%, now owns 46,981 shares worth $19,803,000.
  • Tamar Securities LLC: Increased stake by 6.2%, now owns 88,231 shares worth $37,189,000.
  • Prospect Financial Services LLC: Increased stake by 1.0%, now owns 9,486 shares worth $3,998,000.
  • Perigon Wealth Management LLC: Increased stake by 6.8%, now owns 180,500 shares worth $76,636,000.
  • Next Level Private LLC: Increased stake by 1.0%, now owns 12,858 shares worth $5,419,000.

Market Share and Ownership

  • Institutional investors own 71.13% of Microsoft’s stock.

Microsoft's Financial Performance

  • Q4 EPS: $3.23, beating the consensus estimate of $3.15.
  • Return on Equity (ROE): 33.36%.
  • Net Margin: 35.43%.
  • FY 2023 EPS guidance: $13.08.

Dividend Information

  • Quarterly dividend announced, to be paid on June 12th, with a dividend rate of $0.83 per share.
  • Annualized dividend: $3.32.
  • Dividend Yield: 0.86%.
  • Dividend Payout Ratio: 26.73%.

Product and Service Segments

  • Productivity and Business Processes: Includes Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security & Compliance, Microsoft Viva, and Microsoft 365 Copilot.
  • Office Consumer Services: Includes Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

Competitive Landscape

  • Microsoft remains a dominant player in the software and cloud computing market.
  • Strong focus on productivity tools and cloud solutions positions it for long-term growth.
  • Institutional buying trends indicate confidence in Microsoft’s future performance.

Market Implications

  • Increased institutional holdings suggest positive sentiment toward Microsoft’s stock.
  • Strong financial performance and dividend yield make Microsoft attractive to income-focused investors.
  • Long-term implications include continued dominance in cloud computing, AI, and enterprise software solutions.