Vest Financial 13F: Adds $12M to Microsoft (MSFT) Stake

Vest Financial grew its stake in Microsoft Corporation MSFT by 22,634 shares during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The purchase marked a 6.5% increase for the firm, bringing its total holdings to 370,477 shares valued at $190,017,655.00.

MSFT Microsoft Corporation

$532.95 ▲ +13.40% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Vest Financial's Microsoft Position

The fund added to its position from a prior total of 347,843 shares, demonstrating continued support for the technology giant during the period. Institutional filings show portfolio managers frequently adjust positions based on quarterly outlooks and broader market trends.

Other Institutional Activity in Microsoft

Bell Bank grew its holdings by 1,154 shares, ending with 47,708 shares worth about $24.5 million. Livforsakringsbolaget Skandia, Omsesidigt reduced its stake by 11,360 shares to finish with 342,478 shares valued at $175.7 million. Accurate Wealth Management lifted its position by 3,234 shares to hold 46,864 shares worth about $25.5 million. PensionDanmark Pensionsforsikringsaktieselskab trimmed its holdings by 27,259 shares, leaving it with 1,392,232 shares valued at $714.1 million. James Hambro & Partners grew its stake by 6,627 shares to end with 435,336 shares worth about $223.3 million.

Microsoft Corporation Stock Down 1.1%

Microsoft Corporation closed at $532.95 on October 21, 2026, and recently traded around $526.20 on October 22, 2026. The recent price sits 1.3% below that filing-day close, while remaining well above its 200-day moving average of $436.10 and 50% higher than its 52-week low of $349.20. The stock is currently 5.0% below its 52-week high of $553.72.

Recent Earnings

Microsoft Corporation reported trailing twelve month revenue of $331.8 billion and earnings of $17.95 per share. The company posted a net profit margin of 40.3% and a return on equity of 34.0%, supported by year-over-year revenue growth of 17.7%. The next earnings report is scheduled for October 28, 2026.

Dividend

Microsoft pays an annual dividend of $3.92 per share, giving the stock a dividend yield of 0.74% with a payout ratio of 19.8%.

Insider Buying and Selling at Microsoft Corporation

Company insiders completed several transactions prior to the filing. Officer Judson Althoff sold 10,000 shares on August 5, 2026, at an average price of $487.89 for a total value of about $4.9 million. Chief Executive Officer Satya Nadella sold 86,525 shares on September 1, 2026, valued at about $43.4 million. Chief Financial Officer Amy E. Hood sold 41,674 shares on September 14, 2026, for about $20.8 million, followed by an additional sale of 7,305 shares on October 13, 2026, worth about $4.0 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. UBS maintained a buy rating on October 15, 2026, and raised its price target from $525.00 to $675.00. StoneX maintained a buy rating on October 16, 2026, lifting its target from $525.00 to $600.00. Bernstein maintained an outperform rating on October 19, 2026, moving its target from $660.00 to $662.00. BMO Capital maintained an outperform rating on October 20, 2026, raising its target from $515.00 to $600.00. Guggenheim reiterated a buy rating with a $586.00 price target on October 21, 2026. The stock holds a consensus rating of strong buy across 53 analyst opinions with a mean price target of $601.73.

About Microsoft

Microsoft Corporation develops operating systems, server applications, productivity software, and gaming hardware for individuals and businesses worldwide. Its cloud platforms and enterprise tools serve as foundational technology infrastructure across global markets.

Bottom Line

Investors will look to Microsoft's upcoming earnings release on October 28, 2026, for further clues on cloud demand and profitability. Regulatory filings will continue to show how large institutional managers position themselves in the tech sector.