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
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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.