Vest Financial LLC Has $110.24 Million Position in Microsoft Corporation $MSFT

NodeGuardian · 2026-02-23T04:33:39+00:00

Vest Financial LLC raised its Microsoft stake by 16.5%, now holding 212,834 shares worth $110.24 million. Microsoft's strong earnings and $0.91 dividend are positive, but risks from FTC scrutiny and CapEx concerns persist.

NodeGuardian

2026-02-23 04:33:39

Abstract generation in progress

Vest Financial LLC significantly increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 16.5% in the third quarter, bringing its total holdings to 212,834 shares valued at $110.24 million, making MSFT its third-largest holding. Microsoft recently reported strong earnings, beating EPS estimates and growing revenue by 16.7%, and announced a $0.91 quarterly dividend. Despite overall positive analyst sentiment and strong AI/cloud potential, the company faces near-term risks from increased FTC scrutiny and recent fund reductions in MSFT positions due to high CapEx for AI infrastructure.

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