Victory Financial Group LLC Has $9.40 Million Stake in Microsoft Corporation $MSFT

Key Points

• Victory Financial Group LLC increased its Microsoft stake by 33.1% in Q4 to 19,439 shares worth $9.401 million, representing about 1.2% of the fund's portfolio and its 18th largest holding.
• Insider activity: director John W. Stanton bought 5,000 shares at about $397.35 while EVP Kathleen T. Hogan sold 12,321 shares at about $409.52, and corporate insiders own roughly 0.03% of the stock.
• Strong earnings and AI momentum: Microsoft reported $4.14 EPS and $81.27 billion in revenue, beating estimates, with Azure growth near ~39% and AI-related backlog cited as supporting future cloud sales; analysts' consensus is a "Moderate Buy" with a $586.26 price target.

Victory Financial Group LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 33.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,439 shares of the software giant's stock after purchasing an additional 4,838 shares during the quarter. Microsoft makes up about 1.2% of Victory Financial Group LLC's investment portfolio, making the stock its 18th biggest holding. Victory Financial Group LLC's holdings in Microsoft were worth $9,401,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in Microsoft during the third quarter worth about $38,000. LSV Asset Management acquired a new stake in Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the third quarter worth about $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the 2nd quarter valued at approximately $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $370.87 on Monday. The company's 50-day moving average is $392.11 and its 200 day moving average is $457.37. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company has a market capitalization of $2.75 trillion, a P/E ratio of 23.19, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $355.67 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion for the quarter, compared to analysts' expectations of $80.28 billion. During the same period in the previous year, the business posted $3.23 EPS. The firm's quarterly revenue was up 16.7% compared to the same quarter last year. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft's dividend payout ratio is currently 22.76%.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Guggenheim reiterated a "buy" rating and set a $586.00 target price on shares of Microsoft in a research report on Thursday, January 22nd. Wells Fargo & Company lowered their price target on shares of Microsoft from $630.00 to $615.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Benchmark started coverage on shares of Microsoft in a research note on Wednesday, April 1st. They issued a "buy" rating for the company. Weiss Ratings lowered shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Finally, Barclays reiterated an "overweight" rating on shares of Microsoft in a research note on Monday, March 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $586.26.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Strong earnings and AI revenue momentum — Microsoft beat Q3 estimates (reported $4.14 EPS) and Azure grew ~39%; commentary highlights dual AI revenue streams and a reported ~$625B AI/computing backlog that underpins future cloud sales. Microsoft (MSFT) Stock: How the Tech Giant Monetizes Its AI Infrastructure
• Positive Sentiment: Copilot + Azure are already lifting profitability — multiple pieces explain how Copilot add-ons and Azure capacity sales are translating to higher margins today, supporting forward revenue visibility. This Is How Microsoft Is Making Money from AI Right Now
• Positive Sentiment: Bullish analyst tone — Goldman Sachs reiterated a bullish stance on MSFT, which can anchor buy-side interest despite near-term volatility. Goldman Sachs Maintains Bullish Stance on Microsoft (MSFT) Stock
• Neutral Sentiment: Microsoft’s OpenAI stake and IPO timing — coverage notes MSFT’s large OpenAI position as a strategic long-term asset; any OpenAI IPO would materially affect Microsoft’s optionality but timing is uncertain. The Best Way to Invest in OpenAI and ChatGPT Before Its IPO
• Neutral Sentiment: Regulatory / national-security engagement — White House talks with Microsoft and peers on AI cyber risks highlight government focus; this raises compliance risk but also positions MSFT as a policy partner. AI Cyber Risks Trigger White House Talks with Microsoft, Alphabet, and Major Banks
• Negative Sentiment: Competitive pressure from Anthropic — Anthropic’s Claude integrations for Office threaten margins and market share in enterprise AI assistants, a direct challenge to Microsoft’s Copilot strategy. Anthropic Launches Claude for Word, Challenges Microsoft's Enterprise Dominance
• Negative Sentiment: Execution concerns & "Copilot code red" — Reports of management deploying urgent fixes and investor warnings that Copilot expectations may be outpacing execution can create short-term downside if product rollout or monetization lags. Microsoft's 'Copilot Code Red': CEO Nadella Deploys Emergency Overhaul To Crush AI Rivals
• Negative Sentiment: Stake sales and technical downtrend — Reports that Peter Thiel’s fund sold MSFT in Q4 plus technical analysis noting a prolonged downtrend and 22% YTD slide are pressuring sentiment and may fuel momentum selling. Palantir Billionaire Peter Thiel Sells 2 Trillion-Dollar AI Stocks, but Wall Street Says It's Time to Buy

Microsoft Company 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).

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