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

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 16th. 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 Microsoft (NASDAQ:MSFT) on 1/29/2026.
• 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.

Microsoft Stock Down 2.9%

Shares of NASDAQ MSFT 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 50-day moving average price of $473.51 and a 200 day moving average price of $498.30. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.05 trillion, a price-to-earnings ratio of 25.72, a price-to-earnings-growth ratio of 1.66 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. The company had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period last year, the firm earned $3.23 EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Buying and Selling

In other news, 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 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 approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’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 value of $6,266,880.00. Following the sale, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Hedge Funds Weigh In On Microsoft

Several hedge funds and other institutional investors have recently made changes to their positions in MSFT. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management moves to accelerate AI sales — Microsoft promoted commercial sales leaders to shorten the customer feedback loop and speed enterprise AI adoption, which may help convert AI investments into revenue faster. Microsoft promotes sales leaders as company pursues AI growth
• Positive Sentiment: Analyst support and upgrades — Some brokers have reiterated buy/strong‑buy ratings and high price targets after the quarter, arguing the pullback presents a long‑term buying opportunity. That institutional backing can cushion further downside. Phillip Securities upgrade via Zacks
• Positive Sentiment: Product roadmap: Maia chip and AI cloud positioning — Microsoft is highlighting new AI hardware (Maia chip) and cloud AI capability expansion, reinforcing its competitive positioning in the AI stack. If deployments monetize, this supports longer‑term growth. Microsoft highlights Maia chip launch
• Neutral Sentiment: Hardware cycle signal — Market signals (e.g., SanDisk strength) point to an edge AI hardware refresh that benefits OEMs and infrastructure suppliers; Microsoft could benefit indirectly via Azure demand but the primary winners may be hardware vendors. The AI in a Box Trade: Hardware Is the Next Boom
• Neutral Sentiment: AI ecosystem deals highlight secular demand — Large partnerships in the cloud/AI space (e.g., Snowflake + OpenAI) validate ongoing enterprise AI spend, which is a positive structural tailwind for Microsoft’s cloud services even if near‑term economics are under pressure. Snowflake’s $200M Bet: Can The OpenAI Deal Fix the Slump?
• Negative Sentiment: Earnings reaction: growth vs. spending worries — Analysts and investors punished the stock after results: revenue/earnings beat but Azure growth cooled and management signaled heavy AI capex, raising concerns that spending will weigh on near‑term margins and guidance. That is the primary driver of today’s decline. Here’s Why Microsoft Fell After Earnings, Despite Beating Expectations
• Negative Sentiment: Geopolitical/regulatory risk in Europe — France and other European actors pushing native alternatives to Teams/Zoom underscore digital‑sovereignty headwinds that could slow enterprise adoption or create regional revenue pressure over time. France ditches Zoom and Teams for homegrown system
• Negative Sentiment: Analyst target trims and insider selling amplify caution — Some firms trimmed targets and public filings show material insider sales; combined with high volume selling, this reinforces near‑term downward pressure despite long‑term bull cases. Analysts Cut Microsoft (MSFT) Price Targets

Analysts Set New Price Targets

Several research firms have recently commented on MSFT. Rothschild Redb lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Redburn Partners set a $450.00 price target on Microsoft in a research report on Wednesday, January 21st. Rothschild & Co Redburn reduced their price objective on Microsoft from $500.00 to $450.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 21st. Citigroup dropped their price objective on Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, Piper Sandler reissued an “overweight” rating and issued a $600.00 target price (down previously from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $597.73.

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).