VCI Wealth Management LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• VCI Wealth Management increased its Microsoft stake by 4.9% in the second quarter, bringing its holdings to 36,329 shares valued at approximately $13.6 million. Institutional investors own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and earnings per share of $4.74, exceeding analyst expectations. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $571.18.
• AI momentum continues to support the stock through accelerating Azure growth, expanding Copilot adoption and new real-time voice models, although elevated valuation, heavy AI infrastructure spending and executive departures remain risks.

VCI Wealth Management LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,329 shares of the software giant's stock after buying an additional 1,697 shares during the period. Microsoft comprises about 3.4% of VCI Wealth Management LLC's holdings, making the stock its 7th largest position. VCI Wealth Management LLC's holdings in Microsoft were worth $13,552,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Midwest Trust Co grew its holdings in shares of Microsoft by 3.7% in the second quarter. Midwest Trust Co now owns 808,387 shares of the software giant's stock valued at $301,545,000 after acquiring an additional 28,911 shares in the last quarter. Eaton Financial Holdings Company LLC increased its stake in shares of Microsoft by 19.7% in the second quarter. Eaton Financial Holdings Company LLC now owns 14,889 shares of the software giant's stock worth $5,554,000 after purchasing an additional 2,452 shares in the last quarter. LFG Wealth Partners LLC grew its stake in Microsoft by 9.1% in the 2nd quarter. LFG Wealth Partners LLC now owns 27,977 shares of the software giant's stock valued at $10,436,000 after buying an additional 2,337 shares in the last quarter. Sacks & Associates LLC bought a new position in shares of Microsoft in the second quarter valued at approximately $440,000. Finally, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD bought a new stake in shares of Microsoft during the 2nd quarter valued at about $14,959,000. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is supporting MSFT. Wells Fargo added Microsoft to its Q4 Tactical Ideas list and reportedly raised its price target to $725, citing accelerating Azure growth and improving Copilot monetization. The bullish calls follow Microsoft’s strongest quarterly performance in decades and reflect growing confidence that AI spending is translating into revenue. What's Going On With Microsoft Stock?
• Positive Sentiment: New real-time AI voice models expand Microsoft’s addressable market. Microsoft launched three speech and transcription models, including MAI-Transcribe-2-Streaming, which can begin responding in roughly 320 milliseconds. The technology targets contact centers, multilingual assistants, live captions and other enterprise voice applications, potentially creating additional demand for Microsoft’s AI platform and cloud services. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Positive Sentiment: Recent performance reinforces the AI growth narrative. Microsoft shares gained about 38% during the third quarter after earnings showed the fastest Azure growth in four years, driven by strong AI demand. Investors also point to expanding Copilot adoption, enterprise licensing opportunities and continued integration of AI agents into Microsoft’s software ecosystem. MSFT Stock Rallies 38% as Wall Street Sees Microsoft’s AI Spending Pay Off
• Neutral Sentiment: Microsoft is experiencing senior leadership turnover. LinkedIn chief Ryan Roslansky and Microsoft Science president Peter Lee are expected to depart. Roslansky’s exit follows nearly 18 years with LinkedIn and Microsoft and adds to ongoing changes in the company’s AI leadership structure. Former LinkedIn chief Roslansky to leave Microsoft
• Negative Sentiment: Valuation and investment intensity remain key risks. Some commentary argues that Microsoft’s rally has increased reliance on a higher valuation multiple, while AI infrastructure spending may outpace free cash flow if compute prices decline or monetization disappoints. These concerns could limit upside even as Azure demand remains strong. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

Microsoft Price Performance

Shares of Microsoft stock opened at $512.80 on Friday. The company has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.65 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The stock's 50-day simple moving average is $487.37 and its 200-day simple moving average is $429.36.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period last year, the company posted $3.65 earnings per share. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. As a group, analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 143,009 shares of company stock valued at $71,420,699 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have weighed in on MSFT. The Goldman Sachs Group reissued a "buy" rating and issued a $640.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings raised Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. UBS Group initiated coverage on shares of Microsoft in a report on Wednesday, September 23rd. They issued a "buy" rating for the company. Rothschild & Co Redburn set a $440.00 price target on Microsoft in a report on Monday, September 21st. Finally, Scotiabank restated an "outperform" rating and issued a $510.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-three analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $571.18.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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