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

Representative David Taylor (R-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on February 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on January 29th. 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):

• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Vertex Pharmaceuticals (NASDAQ:VRTX) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Medpace (NASDAQ:MEDP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Prologis (NYSE:PLD) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of JPMorgan Chase & Co. (NYSE:JPM) on 1/29/2026.

Microsoft Stock Down 2.9%

MSFT stock opened at $411.21 on Wednesday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $3.05 trillion, a PE ratio of 25.72, a P/E/G ratio of 1.66 and a beta of 1.08. The stock’s 50 day moving average is $473.51 and its 200-day moving average is $498.30. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.23 EPS. Sell-side analysts expect 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 given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 22.76%.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred 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 sale, the chief executive officer directly owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 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 transaction of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have recently commented on MSFT. Redburn Partners set a $450.00 price target on Microsoft in a report on Wednesday, January 21st. Evercore ISI lowered their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. HSBC cut their price objective on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday, January 29th. Finally, Piper Sandler reissued an “overweight” rating and issued a $600.00 price target (down previously from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $597.73.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Judson Althoff, Microsoft’s new commercial CEO, is reorganizing sales leadership to tighten the customer feedback loop and accelerate AI product adoption — a potential near-term boost to commercial sales execution. Read More.
• Positive Sentiment: Several firms have reiterated buy/outperform ratings and high price targets (median analyst target still around $600), signaling sustained analyst conviction despite the sell-off. Read More.
• Positive Sentiment: Institutional investors are still making tactical buys — e.g., Davis Selected Advisers added shares — which can provide demand support if market sentiment stabilizes. Read More.
• Neutral Sentiment: Microsoft’s $750M investment/partnership activity (Perplexity and others) is being debated — strategical for AI reach but not an immediate earnings fix; analysts differ on whether it meaningfully alters the risk/reward today. Read More.
• Neutral Sentiment: Product and infrastructure moves (Maia chip announcement / AI-capability marketing) reinforce Microsoft’s long-term AI roadmap, but these are longer-horizon drivers versus the current earnings and guidance concerns. Read More.
• Negative Sentiment: Primary negative catalyst: investors punished MSFT after earnings because Azure growth moderated and management signaled heavy AI-related capital expenditures — market worries that capex and capacity buildouts will pressure near-term returns. Read More.
• Negative Sentiment: Core product/user metrics show frictions: reports that Microsoft’s pivotal AI/chatbot product is losing user traction raise execution concerns versus newer, faster AI startups. Read More.
• Negative Sentiment: Competitive pressure from agile AI startups (e.g., Anthropic’s Cowork) and geopolitical moves (European shift away from U.S. platforms like Teams) create revenue and margin risks in both cloud and collaboration segments. Read More. • Read More.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of MSFT. Norges Bank purchased a new position in shares of Microsoft in the 2nd quarter valued at $50,493,678,000. Nuveen LLC acquired a new position in Microsoft during the 1st quarter valued at approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Microsoft by 500.0% in 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. Laurel Wealth Advisors LLC raised its stake 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 worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

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.

Microsoft Company Profile

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).