Locust Wood Capital Advisers LLC boosted its position in shares of Microsoft Co. (NASDAQ:MSFT) by 14.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 477,011 shares of the software giant’s stock after purchasing an additional 58,500 shares during the quarter. Microsoft accounts for about 4.7% of Locust Wood Capital Advisers LLC’s investment portfolio, making the stock its 4th biggest holding. Locust Wood Capital Advisers LLC’s holdings in Microsoft were worth $63,900,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Lunia Capital LP grew its holdings in Microsoft by 9,650.2% during the fourth quarter. Lunia Capital LP now owns 17,036,540 shares of the software giant’s stock valued at $17,037,000 after purchasing an additional 16,861,809 shares during the period. Thoroughbred Financial Services LLC grew its holdings in Microsoft by 13,479.6% during the second quarter. Thoroughbred Financial Services LLC now owns 8,726,283 shares of the software giant’s stock valued at $872,628,000 after purchasing an additional 8,662,023 shares during the period. Actiam N.V. acquired a new position in Microsoft during the fourth quarter valued at approximately $117,106,000. Mn Services Vermogensbeheer B.V. grew its holdings in Microsoft by 74.3% during the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 2,035,128 shares of the software giant’s stock valued at $180,823,000 after purchasing an additional 867,711 shares during the period. Finally, Fisher Asset Management LLC grew its holdings in Microsoft by 3.6% during the fourth quarter. Fisher Asset Management LLC now owns 19,441,789 shares of the software giant’s stock valued at $1,974,703,000 after purchasing an additional 672,487 shares during the period. Hedge funds and other institutional investors own 72.38% of the company’s stock.

Shares of MSFT stock opened at $138.60 on Wednesday. The stock has a fifty day simple moving average of $137.27. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.50 and a current ratio of 2.53. The company has a market capitalization of $1,051.47 billion, a price-to-earnings ratio of 29.18, a PEG ratio of 2.39 and a beta of 1.23. Microsoft Co. has a 12 month low of $93.96 and a 12 month high of $141.68.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Thursday, July 18th. The software giant reported $1.37 EPS for the quarter, topping the Zacks’ consensus estimate of $1.21 by $0.16. The business had revenue of $33.72 billion for the quarter, compared to analyst estimates of $32.80 billion. Microsoft had a net margin of 31.18% and a return on equity of 39.26%. The firm’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.13 earnings per share. As a group, equities analysts predict that Microsoft Co. will post 5.22 EPS for the current year.

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 12th. Stockholders of record on Thursday, August 15th will be given a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a dividend yield of 1.33%. The ex-dividend date of this dividend is Wednesday, August 14th. Microsoft’s dividend payout ratio is presently 38.74%.

In other Microsoft news, CMO Christopher C. Capossela sold 3,500 shares of the company’s stock in a transaction on Thursday, August 8th. The shares were sold at an average price of $138.00, for a total transaction of $483,000.00. Following the sale, the chief marketing officer now directly owns 129,817 shares of the company’s stock, valued at $17,914,746. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CMO Christopher C. Capossela sold 3,372 shares of the company’s stock in a transaction on Thursday, August 1st. The stock was sold at an average price of $138.06, for a total transaction of $465,538.32. Following the sale, the chief marketing officer now directly owns 136,623 shares in the company, valued at $18,862,171.38. The disclosure for this sale can be found here. In the last three months, insiders sold 26,819 shares of company stock worth $3,636,400. 1.38% of the stock is currently owned by insiders.

MSFT has been the subject of a number of analyst reports. DZ Bank restated a “buy” rating on shares of Microsoft in a report on Friday, July 19th. CIBC boosted their price objective on shares of Microsoft from $145.00 to $160.00 and gave the company an “outperform” rating in a report on Friday, July 19th. Barclays upped their price target on shares of Microsoft from $132.00 to $152.00 and gave the company an “overweight” rating in a report on Thursday, April 25th. Argus upped their price target on shares of Microsoft to $158.00 and gave the company a “buy” rating in a report on Thursday, July 25th. Finally, Raymond James upped their price target on shares of Microsoft from $160.00 to $163.00 and gave the company a “strong-buy” rating in a report on Friday, July 19th. One research analyst has rated the stock with a sell rating, two have given a hold rating, twenty-eight have issued a buy rating and two have given a strong buy rating to the company’s stock. The company currently has an average rating of “Buy” and a consensus target price of $149.21.

Microsoft Profile

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its company's Productivity and Business Processes segment offers Office 365 commercial products and services, such as Office, Exchange, SharePoint, Skype for Business, Microsoft Teams, and related Client Access Licenses (CALs); Office 365 consumer services, including Skype, Outlook.com, and OneDrive; LinkedIn online professional network; and Dynamics business solutions comprising financial management, enterprise resource planning, customer relationship management, supply chain management, and analytics applications for small and medium businesses, large organizations, and divisions of enterprises.

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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