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

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 2.4%

Shares of Microsoft stock traded down $11.29 on Wednesday, hitting $459.38. The company had a trading volume of 28,145,903 shares, compared to its average volume of 24,025,354. The stock has a 50-day moving average of $486.47 and a 200-day moving average of $503.47. 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 twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market capitalization of $3.41 trillion, a P/E ratio of 32.67, a P/E/G ratio of 1.79 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period last year, the business earned $3.30 EPS. The business’s quarterly revenue was up 18.4% on a year-over-year basis. Research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed 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 is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is currently 25.89%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Cowen reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, October 24th. BMO Capital Markets decreased their price objective on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research note on Thursday, October 30th. Melius Research lifted their target price on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Raymond James Financial dropped their target price on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Finally, Mizuho downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Three analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $630.37.

Insider Activity

In related news, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This represents a 7.70% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction on 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 in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 over the last quarter. Company insiders own 0.03% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst support: Goldman Sachs and other firms reiterated bullish views (Buy/strong‑buy) citing Azure-led AI growth and compounding AI product cycles, which supports upside to MSFT valuation. Goldman Sachs coverage
• Positive Sentiment: New product / commercial traction: Microsoft is pushing agentic AI (Copilot Checkout, agentic retail automation) and expanding partner deployments (SymphonyAI, Fiserv), which can drive monetization across Microsoft 365 and Azure. Copilot retail initiatives
• Positive Sentiment: Enterprise demand signal: CIO and sell‑side surveys still point to Microsoft as a top beneficiary of rising IT/AI budgets — a structural tailwind for Azure and Copilot monetization. CIO survey / analyst notes
• Neutral Sentiment: Community‑first data‑center plan: Microsoft pledged to cover higher electricity costs, replenish water and pay local taxes to avoid community backlash — positive PR and long‑term permit facilitation, but with unclear near‑term cost impact. Data center initiative
• Neutral Sentiment: Strategic Anthropic usage: Microsoft is integrating Anthropic models into products (a potential diversification of model supply), which could improve product performance but also shifts vendor exposure. Anthropic integration report
• Negative Sentiment: Rising AI vendor spend: Reports MSFT may spend ~ $500M/year on Anthropic models raise concern about higher operating/variable AI costs and margin pressure if revenue realization lags. Anthropic spending concern
• Negative Sentiment: Macro/rotation pressure: Tech re‑rating and Fed/rate uncertainty are prompting a growth‑to‑value rotation that disproportionately hurts large AI‑growth names like Microsoft. That broader market dynamic is a major near‑term headwind. Growth-to-value rotation
• Negative Sentiment: Competitive / sentiment hits: Alphabet’s rally (and other AI partnership headlines) and criticisms around Windows quality in niche areas have weighed on MSFT momentum, contributing to today’s larger decline vs. the broader market. Competitive pressure note

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. James Reed Financial Services Inc. raised its position in shares of Microsoft by 1.7% during the fourth quarter. James Reed Financial Services Inc. now owns 3,290 shares of the software giant’s stock worth $1,591,000 after purchasing an additional 54 shares during the period. Trust Co. of Oklahoma grew its position in Microsoft by 1.9% during the fourth quarter. Trust Co. of Oklahoma now owns 25,621 shares of the software giant’s stock valued at $12,391,000 after buying an additional 478 shares during the period. Centennial Wealth Advisory LLC raised its holdings in shares of Microsoft by 8.6% in the 4th quarter. Centennial Wealth Advisory LLC now owns 6,903 shares of the software giant’s stock worth $3,339,000 after purchasing an additional 546 shares during the period. ORG Partners LLC grew its stake in shares of Microsoft by 1.7% during the 4th quarter. ORG Partners LLC now owns 22,771 shares of the software giant’s stock worth $11,014,000 after acquiring an additional 384 shares during the period. Finally, Aventus Investment Advisors Inc. lifted its holdings in Microsoft by 1.7% during the fourth quarter. Aventus Investment Advisors Inc. now owns 2,036 shares of the software giant’s stock valued at $985,000 after purchasing an additional 34 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

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.

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).