VCI Wealth Management LLC Has $17.74 Million Holdings in Microsoft Corporation $MSFT

VCI Wealth Management LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 16.9% in the 4th quarter, Holdings Channel reports. The fund owned 36,690 shares of the software giant’s stock after purchasing an additional 5,313 shares during the period. Microsoft makes up about 4.9% of VCI Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. VCI Wealth Management LLC’s holdings in Microsoft were worth $17,744,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new position in shares of Microsoft during the 2nd quarter valued at about $50,493,678,000. Nuveen LLC acquired a new position in shares of Microsoft during the 1st quarter valued at about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Laurel Wealth Advisors LLC increased its holdings in shares of Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. Finally, Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

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

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several analysts and market commentators reiterated a bullish long-term view, pointing to Microsoft’s scale, cash flow, and AI positioning as reasons the stock could still be undervalued. Microsoft Stock Still Looks Undervalued Based on FCF Projections, Despite Higher Capex
• Positive Sentiment: Market interest in Microsoft remains strong, with articles highlighting bullish options activity and investor confidence in its long-term position in AI and enterprise software. Unusual Call Options in Microsoft Shows Investors are Bullish on MSFT
• Positive Sentiment: Microsoft CEO Satya Nadella’s testimony in the Elon Musk-OpenAI trial reinforced the company’s central role in AI and suggested Microsoft continues to have influence over OpenAI’s strategy and economics. Microsoft CEO Testifies About Sam Altman’s Firing in Elon Musk Megatrial
• Neutral Sentiment: The ongoing Musk v. OpenAI courtroom drama is keeping Microsoft in the headlines, but the direct business impact is still unclear. Inside Sam Altman’s Dramatic Court Testimony: ‘Complicated’ Elon Musk Feelings, ‘Hair-Raising’ Tesla Talks And The Microsoft Temptation
• Neutral Sentiment: Reports that the U.S. Commerce Department removed details about an AI security-testing arrangement involving Microsoft did not provide enough clarity to gauge a meaningful financial effect. Microsoft, Google, xAI security test details deleted from US government website
• Negative Sentiment: Investors are focused on new details that OpenAI’s payments to Microsoft may be capped at $38 billion through 2030, limiting the upside from one of Microsoft’s most important AI partnerships versus earlier expectations. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Multiple hedge funds reportedly trimmed Microsoft positions, which can add to near-term caution even if the stakes sold were not necessarily large enough to change the long-term story. Vulcan Value Partners trims Microsoft stake, sells 32,587 shares
• Negative Sentiment: A report that Microsoft’s Kenyan data center was delayed amid payment demands suggests some execution friction in its infrastructure expansion plans. Microsoft’s Kenyan data center delayed on payment demands: report

Microsoft Price Performance

Microsoft stock opened at $407.77 on Wednesday. The business has a 50 day simple moving average of $397.60 and a 200 day simple moving average of $443.14. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a market capitalization of $3.03 trillion, a PE ratio of 24.27, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the firm earned $3.46 earnings per share. The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. On average, sell-side analysts forecast that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s payout ratio is 21.67%.

Analyst Ratings Changes

MSFT has been the topic of a number of research analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, April 30th. JPMorgan Chase & Co. decreased their price objective on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Cantor Fitzgerald decreased their price objective on Microsoft to $502.00 and set an “overweight” rating on the stock in a report on Monday, April 27th. Guggenheim reissued a “buy” rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Finally, KeyCorp decreased their price objective on Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $562.69.

About Microsoft

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).