5 Stocks to Buy According to John Rogers’ Ariel Investments

In this article, we discuss 5 stocks to buy according to John Rogers’ Ariel Investments. If you want to read our detailed analysis of Rogers’ history, investment philosophy, and hedge fund performance, go directly to 10 Stocks to Buy According to John Rogers’ Ariel Investments.

5. Microsoft Corporation (NASDAQ:MSFT)

Ariel Investments’ Stake Value: $310,441,000
Percentage of Ariel Investments’ 13F Portfolio: 2.75%
Number of Hedge Fund Holders: 259

Microsoft Corporation (NASDAQ:MSFT) is a technology company that develops and supports software, services, and appliances. Ariel Investments initiated its position in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter of 2010, investing roughly $4.46 million. During Q1 2022, the hedge fund elevated its position in the company by 1%.

On May 23, Jefferies analyst Brent Thill decreased his price objective on Microsoft Corporation (NASDAQ:MSFT) from $400 to $325 while maintaining a Buy rating. Due to mounting economic headwinds and the approaching prospect of recession, Thill decreased his projections for the 28 software businesses he watches.

At the end of Q1 2022, 259 hedge funds tracked by Insider Monkey held stakes in Microsoft Corporation (NASDAQ:MSFT), down from 262 in the previous quarter. These stakes have a collective value of over $65.64 billion. Fisher Asset Management held the largest position in Microsoft Corporation (NASDAQ:MSFT) in Q1 2022, worth over $8.59 billion.

Here is what Motiwala Capital had to say about Microsoft Corporation (NASDAQ:MSFT) in its fourth-quarter 2021 investor letter:

“Microsoft (NASDAQ:MSFT) re-enters our portfolio after a long gap. MSFT sells enterprise and consumer software products as well as hardware products such as the Xbox video game console and Surface laptops. All business segments experienced double-digit revenue growth and earnings per share have compounded in the mid-double digits over the last 5 years. We believe MSFT continues this momentum in the years ahead.”