Microsoft Corporation $MSFT is Vista Cima Wealth Management LLC’s 7th Largest Position

Vista Cima Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 94.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 11,179 shares of the software giant’s stock after acquiring an additional 5,438 shares during the quarter. Microsoft comprises approximately 4.5% of Vista Cima Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Vista Cima Wealth Management LLC’s holdings in Microsoft were worth $5,406,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter valued at approximately $34,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the period. LSV Asset Management purchased a new position in Microsoft in the 4th quarter valued at approximately $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the 3rd quarter valued at $49,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to win business tied to AI infrastructure, including a new 260 MW solar supply deal for Microsoft’s power needs and fresh coverage highlighting strong Azure/AI demand, which supports the long-term cloud growth story. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
• Positive Sentiment: The company declared a quarterly dividend of $0.91 per share, reinforcing shareholder returns and signaling financial strength. Microsoft announces quarterly dividend
• Positive Sentiment: Several articles remain constructive on Microsoft’s AI strategy, arguing the stock is still a long-term buying opportunity as it expands agentic AI and Copilot across the enterprise. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
• Neutral Sentiment: CEO Satya Nadella’s comments about using the right AI model for the job may help efficiency, but they also underscore Microsoft’s effort to control rising AI compute costs. Satya Nadella Warns Against AI Overuse
• Neutral Sentiment: Microsoft’s limits on Anthropic’s Claude usage and the scrutiny around AI data-retention policies point to tighter governance around third-party AI tools, but the direct financial impact looks limited for now. Microsoft limits employee use of Anthropic’s Claude Fable 5
• Negative Sentiment: Reports that Xbox is preparing major layoffs and a reset, plus broader gaming margin pressure, add to concerns about cost discipline and slower growth in that segment. Microsoft’s Xbox plans for major layoffs next month
• Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China and broader warnings that the AI buildout may be less relentless than expected could weigh on sentiment around near-term AI spending and execution. Microsoft lays off hundreds from Azure unit in China
• Negative Sentiment: Separate commentary about AI data-center math “showing cracks” and rising opportunity cost suggests investors are becoming more cautious about how quickly Microsoft’s heavy AI investments can translate into profit. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 2,500 shares of Microsoft stock in a transaction on Monday, June 8th. The stock was sold at an average price of $412.45, for a total transaction of $1,031,125.00. Following the sale, the executive vice president owned 51,968 shares in the company, valued at $21,434,201.60. This represents a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 19,262 shares of company stock worth $8,695,581 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $397.36 on Thursday. The company’s fifty day moving average price is $410.24 and its 200 day moving average price is $429.80. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm has a market capitalization of $2.95 trillion, a P/E ratio of 23.65, a P/E/G ratio of 1.45 and a beta of 1.11.

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

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on MSFT shares. New Street Research reduced their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Evercore reduced their price objective on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. UBS Group restated a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Robert W. Baird reduced their price objective on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a report on Wednesday, April 15th. Finally, Tigress Financial raised their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

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).