Syntegra Private Wealth Group LLC Reduces Holdings in Microsoft Corporation $MSFT

Syntegra Private Wealth Group LLC lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,459 shares of the software giant’s stock after selling 1,279 shares during the period. Microsoft comprises 0.5% of Syntegra Private Wealth Group LLC’s portfolio, making the stock its 27th largest holding. Syntegra Private Wealth Group LLC’s holdings in Microsoft were worth $4,982,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its stake in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT opened at $401.10 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company’s 50 day simple moving average is $400.70 and its 200 day simple moving average is $411.43. The stock has a market capitalization of $2.98 trillion, a PE ratio of 23.88, a P/E/G ratio of 1.20 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.46 earnings per share. As a group, sell-side analysts expect that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on MSFT. Sanford C. Bernstein cut shares of Microsoft from an “outperform” rating to a “hold” rating in a research note on Monday, July 6th. Raymond James Financial lowered shares of Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Dbs Bank decreased their target price on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. BMO Capital Markets lifted their target price on shares of Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Forty-one equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $557.96.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts remain broadly bullish ahead of Microsoft’s July 29 earnings report, with several firms still rating the stock Buy/Outperform even after trimming price targets. Microsoft Earnings Preview: Copilot, AI Spending and Margins Are in Focus
• Positive Sentiment: Microsoft is being viewed as a top AI vendor, and Citi highlighted it as one of the leading players in the space, reinforcing the company’s AI leadership narrative. Citi Finds Microsoft (MSFT) as One of the Top AI Vendors
• Positive Sentiment: Microsoft announced a strategic partnership with 3M to advance AI data center infrastructure and enterprise transformation, a sign of continued demand for its cloud and AI ecosystem. 3M and Microsoft announce strategic partnership to advance AI data center infrastructure and enterprise transformation
• Positive Sentiment: CEO Satya Nadella’s push to emphasize Microsoft’s in-house AI models and lower-cost enterprise offerings suggests a more aggressive competitive strategy versus OpenAI, Google, and Anthropic. Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).