Rep. David Taylor Acquires Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative David Taylor (R-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on January 21st, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on January 8th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SCHWAB JOINT BROKERAGE #1 (HOME GROWN)” account.

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

• Purchased $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/9/2026.
• Purchased $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 1/8/2026.
• Sold $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 1/8/2026.
• Purchased $15,001 – $50,000 in shares of International Business Machines (NYSE:IBM) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/8/2026.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 12/10/2025.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 12/10/2025.
• Purchased $1,001 – $15,000 in shares of Eaton (NYSE:ETN) on 12/10/2025.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 12/3/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 12/3/2025.

Microsoft Trading Up 3.8%

Shares of MSFT stock traded up $16.92 on Friday, reaching $468.06. 10,081,806 shares of the stock were exchanged, compared to its average volume of 24,760,563. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market cap of $3.48 trillion, a PE ratio of 33.27, a P/E/G ratio of 1.66 and a beta of 1.07. The stock has a 50 day moving average price of $479.57 and a 200 day moving average price of $501.40.

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

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Won a meaningful U.S. Air Force cloud task order (~$170M through 2028), reinforcing Azure’s government pipeline and recurring revenue potential. This contract supports long-term cloud credibility and is a near-term revenue positive. Air Force $170M contract
• Positive Sentiment: High-visibility commercial partnerships — Microsoft sealed a multi-year tech and sponsorship deal with the Mercedes-AMG PETRONAS F1 team and promoted Xbox content (Developer_Direct), both boosting corporate branding and growth narratives in cloud/AI + gaming. Mercedes F1 partnership | Xbox Developer_Direct gains
• Positive Sentiment: Several firms reaffirmed buy/overweight views (Jefferies, Guggenheim) with high price targets, highlighting conviction in AI/cloud monetization despite the pullback. That provides support for longer-term holders. Jefferies buy rating
• Neutral Sentiment: All eyes on Jan. 28 earnings — analysts and traders expect Azure/AI revenue and cloud margins to drive any material move; commentary and guidance will likely be the key short-term catalyst. Technical patterns (death cross) keep traders cautious. Earnings preview / technicals
• Neutral Sentiment: Options/strategies activity: market pieces are suggesting defensive bullish option strategies (e.g., a low-cost bull call spread) into earnings—signals traders expect limited immediate downside but want protected upside exposure. Options trade idea
• Negative Sentiment: A major Microsoft 365/Outlook outage disrupted email, Teams, SharePoint and other services across North America, raising short-term operational and reputational risks and prompting customer disruption headlines—an immediate bearish catalyst for traders focused on reliability. Microsoft 365 outage
• Negative Sentiment: Multiple analyst price-target trims and downgrades (Rothschild/Redburn cut to $450; other firms trimmed targets or cited capacity/margin concerns), pressuring sentiment and contributing to intraday weakness. Recent headlines note shares reacted to these analyst moves. Rothschild PT cut | Shares down after downgrade
• Negative Sentiment: Market rotation toward storage and other AI-infrastructure plays has pulled some investor funds away from mega-cap software names, leaving MSFT more exposed to near-term selling pressure until earnings or fresh positive catalysts arrive. Rotation & sentiment

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Greenup Street Wealth Management LLC lifted its position in shares of Microsoft by 50.5% during the 4th quarter. Greenup Street Wealth Management LLC now owns 14,560 shares of the software giant’s stock valued at $7,041,000 after acquiring an additional 4,888 shares during the period. Dara Capital US Inc. bought a new stake in shares of Microsoft during the 4th quarter valued at approximately $7,268,000. Aldebaran Financial Inc. lifted its stake in Microsoft by 2.0% in the 4th quarter. Aldebaran Financial Inc. now owns 8,932 shares of the software giant’s stock valued at $4,354,000 after purchasing an additional 176 shares during the last quarter. HF Advisory Group LLC boosted its position in Microsoft by 1.9% in the fourth quarter. HF Advisory Group LLC now owns 13,042 shares of the software giant’s stock valued at $6,307,000 after buying an additional 243 shares in the last quarter. Finally, Fortune Financial Advisors LLC increased its holdings in shares of Microsoft by 1.9% during the fourth quarter. Fortune Financial Advisors LLC now owns 7,270 shares of the software giant’s stock worth $3,516,000 after buying an additional 137 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the company’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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 in the last 90 days. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on MSFT shares. DA Davidson reaffirmed a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, December 4th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Barclays dropped their target price on shares of Microsoft from $625.00 to $610.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Arete Research increased their price objective on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Finally, Raymond James Financial cut their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $618.18.

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).