Rep. Thomas H. Kean, Jr. Unloads Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative Thomas H. Kean, Jr. (Republican-New Jersey) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on September 12th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on August 27th. The trade occurred in the Representative’s “STATE STREET BANK & TRUST CO.” account.

Representative Thomas H. Kean, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 8/27/2026.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 8/27/2026.
• Purchased $1,001 – $15,000 in shares of MasTec (NYSE:MTZ) on 8/21/2026.
• Sold $1,001 – $15,000 in shares of Stryker (NYSE:SYK) on 7/22/2026.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 7/22/2026.
• Purchased $1,001 – $15,000 in shares of Toast (NYSE:TOST) on 7/8/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 7/8/2026.
• Purchased $1,001 – $15,000 in shares of ESAB (NYSE:ESAB) on 7/7/2026.
• Purchased $1,001 – $15,000 in shares of EQT (NYSE:EQT) on 7/7/2026.
• Sold $1,001 – $15,000 in shares of Analog Devices (NASDAQ:ADI) on 6/30/2026.

Microsoft Stock Performance

NASDAQ MSFT opened at $505.41 on Tuesday. The stock has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 28.14, a PEG ratio of 1.60 and a beta of 1.11. The stock has a 50-day moving average of $458.23 and a 200 day moving average of $420.22. The company has a current ratio of 1.23, a quick ratio of 1.22 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.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data 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 analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business’s revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 earnings per share. Sell-side analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft published a 37-page draft code of conduct for its in-house AI models, emphasizing that advanced AI should remain under meaningful human control and should not deceive people, resist shutdown, or hack systems. Investors appeared to interpret the framework as a way to address regulatory and reputational risks while supporting enterprise adoption. Microsoft drafts code of conduct to keep its AI under human control
• Positive Sentiment: Microsoft AI chief Mustafa Suleyman called for greater coordination among leading AI companies, including third-party disclosure of model capabilities. The move may help Microsoft position itself as a responsible AI leader as safety concerns and potential regulation intensify. Microsoft AI chief: Now’s the time for top labs to coordinate on safety
• Positive Sentiment: Investor commentary remains supportive of Microsoft’s fundamentals, citing Azure growth, more than $100 billion in annual Azure revenue, strong Copilot adoption, and a large cloud backlog. Bank of America reportedly raised its price target to $600, while other analysts maintain Buy or Outperform ratings.
• Positive Sentiment: Microsoft is one of the few major hyperscalers still maintaining share repurchases while expanding AI infrastructure, potentially supporting per-share earnings if cash generation remains strong. The End of Big Tech Buybacks
• Neutral Sentiment: Microsoft plans a substantial expansion of global data-center capacity to meet AI and cloud demand. The investment reinforces long-term growth prospects, but returns will depend on converting heavy spending on power, land, and computing equipment into durable revenue and margins. Microsoft to triple data centre capacity
• Negative Sentiment: Chipmaker weakness, rising Treasury yields, and concerns that AI development may need to slow pressured the wider technology sector. These factors could weigh on Microsoft’s valuation despite its relative strength and defensive enterprise-software exposure. S&P 500, Nasdaq, Dow Drop on Chipmaker Weakness

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated 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 completion of the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 101,335 shares of company stock valued at $50,655,795 over the last three months. 0.03% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent analyst reports. Wells Fargo & Company boosted their price target on shares of Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Citizens Jmp reaffirmed a “market outperform” rating and set a $550.00 price objective on shares of Microsoft in a report on Tuesday, July 28th. Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research report on Monday, August 10th. Wolfe Research reissued an “outperform” rating and set a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $564.27.

Institutional Investors Weigh In On Microsoft

A number of hedge funds have recently modified their holdings of MSFT. Montgomery Financial Services LLC acquired a new position in Microsoft in the 2nd quarter valued at $26,000. Frankly Finances LLC purchased a new position in Microsoft in the second quarter valued at about $35,000. Bard Associates Inc. purchased a new position in Microsoft in the 2nd quarter valued at approximately $37,000. PMV Capital Advisers LLC purchased a new position in shares of Microsoft in the second quarter valued at $38,000. Finally, Fairway Wealth LLC increased its holdings in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

About Representative Kean

Thomas Kean Jr. (Republican Party) is a member of the U.S. House, representing New Jersey’s 7th Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Kean (Republican Party) is running for re-election to the U.S. House to represent New Jersey’s 7th Congressional District. He declared candidacy for the 2026 election.

Thomas Kean Jr. lives in Westfield, New Jersey. Kean earned a master’s degree from the Tufts University Fletcher School of Law and Diplomacy. His career experience includes working with the Environmental Protection Agency during the George H.W. Bush administration and as an advisor to former U.S. Representative Bob Franks, a firefighter, and an emergency medical technician. Kean has served as the vice president of a fire department.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.