Microsoft (NASDAQ:MSFT) Shares Acquired Rep. David Taylor

Representative David Taylor (Republican-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on August 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on July 24th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Marathon Petroleum (NYSE:MPC) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 7/24/2026.
• Sold $1,001 – $15,000 in shares of Fifth Third Bancorp (NASDAQ:FITB) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 7/17/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 6/15/2026.
• Purchased $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 6/15/2026.
• Purchased $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 6/5/2026.
• Sold $1,001 – $15,000 in shares of Lam Research (NASDAQ:LRCX) on 6/5/2026.
• Purchased $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 6/5/2026.

Microsoft Stock Up 0.0%

MSFT stock opened at $499.99 on Friday. The firm has a market capitalization of $3.71 trillion, a PE ratio of 27.84, a P/E/G ratio of 1.61 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The stock’s 50 day moving average is $404.86 and its 200-day moving average is $406.96.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 31.98% and a net margin of 40.31%.Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.65 EPS. Sell-side analysts expect that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Truist Financial reissued a “buy” rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. Dbs Bank dropped their price target on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Scotiabank reissued an “outperform” rating and issued a $510.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Wells Fargo & Company raised their target price on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $558.87.

Institutional Investors Weigh In On Microsoft

Several large investors have recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Microsoft in the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co boosted its holdings in Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the period. Nuveen LLC purchased a new position in Microsoft in the 1st quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in shares of Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 38,572 shares of company stock valued at $17,775,330 in the last quarter. 0.03% of the stock is currently owned by corporate insiders.

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

About Microsoft

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).