Rep. Lisa C. McClain Purchases Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative Lisa C. McClain (Republican-Michigan) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on September 30th. The trade occurred in the Representative’s “CHARLES SCHWAB 401K (HANTZ) > SCHWAB 824” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/30/2026.
• Sold $15,001 – $50,000 in shares of Seagate Technology (NASDAQ:STX) on 9/30/2026.
• Purchased $1,001 – $15,000 in shares of Caterpillar (NYSE:CAT) on 9/28/2026.
• Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/28/2026.
• Purchased $15,001 – $50,000 in shares of Olin (NYSE:OLN) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Novagold Resources (NYSEAMERICAN:NG) on 9/14/2026.
• Purchased $15,001 – $50,000 in shares of Transocean (NYSE:RIG) on 9/14/2026.
• Purchased $15,001 – $50,000 in shares of CACI International (NYSE:CACI) on 9/14/2026.

Microsoft Stock Down 1.8%

Shares of NASDAQ MSFT opened at $533.69 on Thursday. The firm has a fifty day simple moving average of $504.15 and a two-hundred day simple moving average of $438.68. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market capitalization of $3.96 trillion, a PE ratio of 31.45, a price-to-earnings-growth ratio of 1.74 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 earnings per share. Equities analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is currently owned by company insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout?
• Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays
• Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure
• Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results.
• Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny.
• Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run.
• Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal.
• Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective.

Hedge Funds Weigh In On Microsoft

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Montgomery Financial Services LLC bought a new position in shares of Microsoft during the 2nd quarter valued at approximately $26,000. Frankly Finances LLC purchased a new position in Microsoft during the second quarter valued at approximately $35,000. Bard Associates Inc. purchased a new position in Microsoft during the second quarter valued at approximately $37,000. PMV Capital Advisers LLC bought a new position in shares of Microsoft in the second quarter worth approximately $38,000. Finally, Fiduciary Advisors Inc. boosted its position in shares of Microsoft by 37.4% in the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock worth $47,000 after purchasing an additional 34 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Rothschild & Co Redburn set a $440.00 target price on Microsoft in a research note on Monday, September 21st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $600.00 price objective on shares of Microsoft in a research note on Monday. UBS Group lowered Microsoft from a “buy” rating to a “market perform” rating in a research report on Monday, October 5th. Evercore upgraded Microsoft from an “underperform” rating to an “outperform” rating in a research note on Monday, October 5th. Finally, Melius Research set a $665.00 target price on Microsoft and gave the stock a “buy” rating in a research note on Monday, October 5th. Forty-one analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $581.24.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.