Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on November 12th. 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):
- Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
- Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
- Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
- Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
- Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
- Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
- Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
- Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
- Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
- Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.
Microsoft Price Performance
Shares of Microsoft stock traded up $1.94 during trading on Friday, hitting $485.92. The stock had a trading volume of 70,706,057 shares, compared to its average volume of 23,662,204. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.56, a P/E/G ratio of 1.81 and a beta of 1.07. The business’s 50-day moving average is $499.78 and its 200 day moving average is $502.74.
Microsoft Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is 25.89%.
Insider Activity
In related news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 in the last quarter. 0.03% of the stock is owned by company insiders.
Microsoft News Summary
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Analysts and coverage point to improving AI economics — reports say Azure AI margins are positive and revenue is likely to beat estimates, supporting near-term earnings upside and giving investors confidence in cloud monetization. Azure AI margins article
- Positive Sentiment: Microsoft pledged $17.5 billion of investment in AI and cloud infrastructure in India — a large, long-term growth initiative that should expand Azure adoption and enterprise spending in a major emerging market. India investment article
- Positive Sentiment: New enterprise partnerships (Cognizant, Infosys, TCS, Wipro) and a Cognizant-led push to scale Microsoft 365/GitHub Copilot & agentic AI deployments could accelerate commercial adoption and drive higher software and Azure consumption. Partnerships article
- Positive Sentiment: Microsoft joined the U.S. “Genesis Mission” AI initiative alongside top AI firms — positioning MSFT to capture government and scientific AI spend and reinforcing strategic leadership in national AI programs. Genesis Mission article
- Positive Sentiment: Partner-channel and device news helped sentiment — LG’s reported backpedal on making Copilot mandatory drove a small positive knee-jerk move, easing concerns about forced integrations and signaling partner flexibility. LG Copilot article
- Neutral Sentiment: Market commentary frames MSFT as a durable AI/dividend play — pieces highlighting dividend/long-term strength keep buy-and-hold narratives alive but are unlikely to move price materially on their own. MarketBeat dividend article
- Neutral Sentiment: Consumer-product updates (Office 2024 upgrade) and legacy product refreshes support steady software sales, but are lower-impact versus cloud/AI developments. Office 2024 article
- Negative Sentiment: Jim Cramer warned that Microsoft “requires mass spending” to keep Azure competitive — a direct headline that reinforces investor worries about rising capex and margin pressure as MSFT scales data centers and AI infrastructure. Cramer spending article
- Negative Sentiment: Broader AI/tech jitters and commentary about “ballooning” capex have pressured the stock in recent weeks; that narrative could cap multiple expansion until evidence of durable margin recovery is clear. CapEx concerns article
Institutional Trading of Microsoft
A number of institutional investors have recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Bulwark Capital Corp bought a new stake in shares of Microsoft during the 2nd quarter valued at about $32,000. Westend Capital Management LLC raised its stake in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in Microsoft in the third quarter worth about $38,000. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Analyst Upgrades and Downgrades
MSFT has been the topic of a number of research analyst reports. KeyCorp reissued an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Piper Sandler reiterated an “overweight” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, October 30th. Finally, Cantor Fitzgerald set a $639.00 price objective on Microsoft in a report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $631.03.
Read Our Latest Research Report on Microsoft
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.
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).
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