Microsoft (NASDAQ:MSFT) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on April 14th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

Microsoft Trading Down 1.2%

Shares of Microsoft stock traded down $4.89 during trading on Tuesday, hitting $407.77. 36,996,452 shares of the company were exchanged, compared to its average volume of 35,583,039. 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 $3.03 trillion, a P/E ratio of 24.27, a price-to-earnings-growth ratio of 1.50 and a beta of 1.10. The firm’s fifty day moving average price is $397.30 and its 200 day moving average price is $443.93. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data 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 return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. As a group, sell-side analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors 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 yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is currently 21.67%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush and other analysts said Microsoft secured an important structural win after reports that OpenAI capped total revenue sharing at $38 billion through 2030. While that is below earlier projections, the deal may clarify Microsoft’s economics, preserve the partnership, and support a cleaner path for OpenAI’s future financing and IPO ambitions. Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
• Positive Sentiment: Several market commentary pieces continued to frame MSFT as undervalued or a long-term AI winner, with some noting bullish call-option activity and strong free-cash-flow potential despite higher capital spending. That suggests investor confidence remains solid beneath the headline noise. Microsoft Stock Still Looks Undervalued Based on FCF Projections, Despite Higher Capex
• Neutral Sentiment: Microsoft CEO Satya Nadella’s testimony in Elon Musk’s lawsuit against OpenAI kept attention on Microsoft’s influence over the AI startup, but the court case is more about governance and historical control than immediate operating fundamentals. Microsoft CEO Satya Nadella takes stand in Musk v. Altman trial
• Neutral Sentiment: Reports that the U.S. Commerce Department removed details from a webpage about AI security testing with Microsoft, Google, and xAI created some uncertainty, but the broader impact on Microsoft’s business remains unclear for now. Microsoft, Google, xAI security test details deleted from US government website
• Negative Sentiment: The main stock-overhang is the OpenAI payment cap, which implies Microsoft may ultimately receive far less than the much larger amount previously implied by the old revenue-sharing structure. Even if the deal is strategically cleaner, it trims some of the upside investors had been modeling. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Additional headlines about Microsoft’s Israel-related operations and other AI-adjacent scrutiny added to the cautious tone around the stock, reinforcing concerns that regulatory and reputational issues could remain a near-term distraction. Microsoft Stock slips as Israeli connections examined

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. New Street Research decreased their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Robert W. Baird cut their price objective on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. HSBC reduced their target price on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Finally, Wells Fargo & Company lifted their price target on shares of Microsoft from $615.00 to $625.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $562.69.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly 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. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by insiders.

Institutional Investors Weigh In On Microsoft

Several hedge funds have recently bought and sold shares of MSFT. Vanguard Group Inc. increased its position in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the period. State Street Corp increased its holdings in shares of Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after purchasing an additional 6,388,930 shares during the period. Geode Capital Management LLC boosted its stake in shares of Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the period. Morgan Stanley grew its position in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after buying an additional 980,439 shares in the last quarter. Finally, Norges Bank acquired a new stake in Microsoft during the fourth quarter worth approximately $50,664,631,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Microsoft Company 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).