VCI Wealth Management LLC Acquires 3,115 Shares of Microsoft Corporation $MSFT

VCI Wealth Management LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 11.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 31,377 shares of the software giant’s stock after buying an additional 3,115 shares during the period. Microsoft comprises approximately 4.9% of VCI Wealth Management LLC’s holdings, making the stock its 2nd biggest position. VCI Wealth Management LLC’s holdings in Microsoft were worth $16,252,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the business. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bulwark Capital Corp bought a new position in Microsoft during the 2nd quarter worth $32,000. Westend Capital Management LLC grew its stake in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter worth $44,000. Finally, University of Illinois Foundation bought a new stake in Microsoft in the second quarter valued at $50,000. Institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,100 shares of company stock valued at $27,598,872 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
• Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
• Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
• Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Analysts Set New Price Targets

MSFT has been the subject of several recent research reports. DA Davidson restated a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, December 4th. Arete Research upped their target price on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. TD Cowen raised their price target on shares of Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Finally, Redburn Partners set a $560.00 price objective on Microsoft in a report on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft Trading Down 2.2%

Microsoft stock opened at $472.94 on Monday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The stock has a market capitalization of $3.52 trillion, a PE ratio of 33.64, a price-to-earnings-growth ratio of 1.77 and a beta of 1.07. The firm has a 50 day simple moving average of $493.47 and a 200-day simple moving average of $504.03.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The firm had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the firm posted $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

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).