Rep. Gilbert Ray Cisneros, Jr. Unloads Microsoft Corporation (NASDAQ:MSFT) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on December 19th. 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 Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Microsoft Stock Down 0.5%

NASDAQ:MSFT traded down $2.25 during midday trading on Thursday, hitting $457.14. 13,337,287 shares of the company were exchanged, compared to its average volume of 22,878,031. The company has a fifty day simple moving average of $485.51 and a 200 day simple moving average of $503.16. The company has a market capitalization of $3.40 trillion, a PE ratio of 32.51, a price-to-earnings-growth ratio of 1.76 and a beta of 1.07. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. The firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The firm’s revenue for the quarter was up 18.4% on a year-over-year basis. During the same period in the prior year, the company posted $3.30 earnings per share. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity

In other 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 transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at $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. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last ninety days. 0.03% of the stock is currently owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst and customer signals point to durable Azure/AI demand — surveys and bank notes highlight Microsoft’s unmatched cloud & generative-AI positioning, supporting long-term revenue upside. CIO Survey / Analyst Support
• Positive Sentiment: Wikipedia licensing deal expands Microsoft’s access to high-quality training data for AI models, a strategic asset for product differentiation in Copilot and Azure AI offerings. Reuters: Wikipedia AI licensing
• Positive Sentiment: “Community‑first” data-center plan and commitments to cover local power/water impacts reduce political and permitting risk for Microsoft’s US buildout, easing a key execution concern for its AI capacity expansion. Yahoo: Community-First Plan
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q2 results on Jan. 28 — results and guidance will be a near-term driver for volatility as investors reassess AI investment cadence and margin implications. Fool: Jan. 28 earnings
• Neutral Sentiment: Longer-term bull case remains — opinion pieces outline pathways for MSFT to reach substantially higher targets if Azure/Copilot monetization accelerates, but these remain scenario-based. Forbes: $600 scenario
• Negative Sentiment: Rising AI vendor costs: reports show Microsoft’s annual spend on Anthropic models is approaching $500M, implying higher recurring operating expenses for AI features integrated across Microsoft 365 and Azure. Yahoo: Anthropic spend
• Negative Sentiment: Record soil carbon credit purchase (2.85M credits, ~$171M–$228M) to offset data‑center emissions is a sizable one‑time/recurring sustainability cost as AI capacity grows. That raises near-term cash outflows and investor scrutiny on margin impact. Reuters: Soil carbon credits
• Negative Sentiment: Regulatory risk: Swiss competition authority opened a preliminary probe into Microsoft’s licensing fees after complaints about price increases — potential for fines, remedies, or pricing constraints in Europe. Reuters: Swiss probe
• Negative Sentiment: Market sentiment/headwinds: shares hit multi‑month lows in recent sessions as AI trade cools and rotation to value/concern over interest‑rate path pressures growth names, contributing to selling pressure. Blockonomi: seven‑month low

Institutional Investors Weigh In On Microsoft

Hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank purchased a new position in shares of Microsoft during the second quarter valued at approximately $50,493,678,000. Kingstone Capital Partners Texas LLC increased its stake in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares in the last quarter. Nuveen LLC bought a new position in shares of Microsoft in the first quarter worth 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% during the third 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 in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its position in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Wells Fargo & Company reduced their price objective on Microsoft from $700.00 to $665.00 and set an “overweight” rating for the company in a research note on Thursday, January 8th. Cantor Fitzgerald set a $639.00 price objective on Microsoft in a research note on Thursday, October 30th. BMO Capital Markets lowered their target price on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Wolfe Research reduced their price objective on Microsoft from $675.00 to $625.00 and set an “outperform” rating for the company in a research report on Monday, December 15th. Finally, Barclays decreased their price target on shares of Microsoft from $625.00 to $610.00 and set an “overweight” rating on the stock in a research note on Monday. Three research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $630.37.

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.

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).