Rep. Dwight Evans Sells Microsoft Corporation (NASDAQ:MSFT) Stock

Representative Dwight Evans (D-Pennsylvania) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on December 19th, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on November 21st. The trade occurred in the Representative’s “PERSHING LLC” account.

Representative Dwight Evans also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 11/21/2025.
• Sold $1,001 – $15,000 in shares of American Water Works (NYSE:AWK) on 11/21/2025.
• Sold $1,001 – $15,000 in shares of Apollo Global Management (NYSE:APO) on 11/21/2025.
• Sold $1,001 – $15,000 in shares of CVS Health (NYSE:CVS) on 11/21/2025.
• Sold $0 – $1,000 in shares of Kyndryl (NYSE:KD) on 10/10/2025.
• Sold $15,001 – $50,000 in shares of Alphabet (NASDAQ:GOOGL) on 10/10/2025.

Microsoft Price Performance

Shares of MSFT traded up $2.06 during midday trading on Tuesday, hitting $486.98. 6,472,035 shares of the company traded hands, compared to its average volume of 22,386,650. The stock has a market cap of $3.62 trillion, a price-to-earnings ratio of 34.63, a PEG ratio of 1.82 and a beta of 1.07. The firm has a 50 day moving average of $499.20 and a 200-day moving average of $503.42. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the firm posted $3.30 EPS. On average, analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is currently 25.89%.

Hedge Funds Weigh In On Microsoft

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bulwark Capital Corp purchased a new position in Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC grew its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Microsoft during the third quarter worth about $38,000. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MSFT. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Baird R W raised shares of Microsoft to a “strong-buy” rating in a report on Friday, November 14th. Barclays reiterated an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. BNP Paribas Exane boosted their price objective on Microsoft from $630.00 to $632.00 and gave the company an “outperform” rating in a report on Monday, November 3rd. Finally, Morgan Stanley lifted their price target on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $631.03.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush/Wedbush-linked coverage remains extremely bullish — Dan Ives and others reiterate Outperform, a $625 price target and forecasts that AI (Azure + Copilot) could add material revenue in 2026, supporting upside expectations for MSFT. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Evercore includes Microsoft among its top software picks for 2026, reinforcing the narrative that enterprise software/cloud names will benefit from an AI cycle — a buy-side endorsement that can attract flows. MSFT, CRM, ORCL: Why Evercore Names These 3 Software Stocks as ‘Top Picks for 2026’
• Positive Sentiment: New and expanded AI partnerships and product rollouts (including enterprise cybercrime platform initiatives) underline commercial traction for Microsoft’s cloud/AI stack, a near-term revenue and positioning positive. Microsoft expands AI footprint with major partnerships and cybercrime platform rollout
• Neutral Sentiment: Satya Nadella’s internal push on Copilot shows management focus and urgency on consumer/AI product delivery — positive for execution if successful, but signals that improvements are needed and timelines could slip. Microsoft CEO Pushes Staff on Copilot Ambitions
• Neutral Sentiment: Bill Gates’ continued inclusion of Microsoft in his referenced holdings provides a reputational tailwind but is not a fresh operational catalyst. The Bill Gates Portfolio: 3 Of His Ancor Holdings Every Investor Should Consider
• Negative Sentiment: Critics warn Microsoft’s OpenAI relationship may be more of a liability than a free option — concerns about economics, governance and margin dilution from the partnership are weighing on sentiment. Microsoft: OpenAI Is Looking More Like A Liability Than A Golden Goose
• Negative Sentiment: Analysis flags a risk of overbuilding (data centers/infrastructure) as Microsoft scales AI — higher capital intensity could compress near-term margins and cash flow if demand or pricing disappoints. Microsoft: Not Immune To The Risk Of Overbuilding
• Negative Sentiment: Gaming headlines noting Xbox is losing share to Sony reinforce that Microsoft’s gaming segment faces execution/competitive pressures — a small but visible drag on growth and sentiment. “Losing the Console Race by Miles”: Microsoft Stock Ticks Up as the Console Wars Gain a Bit of Clarity

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares in the company, valued at $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 value of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is currently owned by corporate insiders.

About Representative Evans

Dwight Evans (Democratic Party) is a member of the U.S. House, representing Pennsylvania’s 3rd Congressional District. He assumed office on January 3, 2019. His current term ends on January 3, 2027.

Evans (Democratic Party) is running for re-election to the U.S. House to represent Pennsylvania’s 3rd Congressional District. He declared candidacy for the 2026 election.

Evans earned his A.A. from the Community College of Philadelphia in 1973 and his bachelor’s degree from La Salle College in 1975. He then attended Graduate Work at Temple University from 1975 to 1976. His professional experience includes working as an employment counselor/job developer for the Urban League of Philadelphia and as a teacher in the Philadelphia Public School System.

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).