Rep. Julia Letlow Sells Off Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative Julia Letlow (Republican-Louisiana) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on February 2nd. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.

Microsoft Trading Up 2.2%

Shares of MSFT traded up $7.73 during midday trading on Monday, hitting $364.50. The stock had a trading volume of 9,352,008 shares, compared to its average volume of 35,761,914. The business has a 50-day simple moving average of $409.36 and a two-hundred day simple moving average of $467.20. The firm has a market cap of $2.71 trillion, a P/E ratio of 22.84, a price-to-earnings-growth ratio of 1.35 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last released 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 business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’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 earnings per share. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio is currently 22.76%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bill Ackman publicly called Microsoft “extremely cheap,” arguing the stock’s valuation is a rare long‑term buying opportunity — a high‑profile endorsement that can attract dip buyers. Bill Ackman Calls Microsoft (MSFT) and Nvidia (NVDA) ‘Extremely Cheap’ Amid Market Selloff
• Positive Sentiment: Several sell‑side notes and roundups highlight large upside from current levels (some call for ~60–89% rebounds), supporting a “buy the dip” narrative among long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential. Should You Buy the Dip Now?
• Positive Sentiment: Microsoft launched a nationwide AI training initiative (LinkedIn Learning/Dept. of Labor framework) to grow its developer and enterprise ecosystem — a long‑term positive for Azure/AI adoption and talent pipeline. Microsoft Ties Nationwide AI Training To Long Term Ecosystem Growth
• Neutral Sentiment: Australian partner Data#3 won a government Microsoft licensing role — incremental commercial traction for Microsoft’s software/solutions in public sector but limited global earnings impact. Data#3 wins whole-of-government Microsoft licensing role with DTA
• Neutral Sentiment: Microsoft is reshaping Game Pass strategy as competitors raise hardware/software prices — could improve monetization over time but near‑term demand/pricing dynamics remain uncertain. Microsoft’s bold Game Pass rethink resets the rule for gaming
• Negative Sentiment: Geopolitical risk and sector-wide selling (the “Magnificent 7” dropped heavily) have pushed MSFT well below recent highs; coverage notes it’s the worst YTD performer among peers, amplifying momentum outflows. The Iran war turned Mag 7 stocks into dip-buying bait. But no one is jumping in yet even though Wall Street expects U.S. tech to outperform
• Negative Sentiment: UBS cut its price target on MSFT (from $600 to $510) while keeping a Buy rating — a signal that valuation upside is being trimmed amid slower sentiment for AI leaders. UBS Lowers PT on Microsoft (MSFT), Maintains a Buy Rating
• Negative Sentiment: Company‑level execution/organizational headlines (HR shuffle and a temporary sales‑hiring freeze) plus critical commentary that “the AI honeymoon is over” are adding to bearish sentiment and near‑term stock pressure. No More Sales Hires for Now at Microsoft, Microsoft Stock (NASDAQ:MSFT) Slides

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. WFA Asset Management Corp lifted its position in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% in the second 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 during the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% in 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 period. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during the 4th 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 during the last quarter. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% 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.

Wall Street Analyst Weigh In

Several brokerages have issued reports on MSFT. Robert W. Baird set a $540.00 target price on shares of Microsoft and gave the company an “outperform” rating in a research note on Thursday, January 29th. Weiss Ratings downgraded Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. TD Cowen reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research note on Wednesday, January 21st. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of Microsoft in a report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $588.97.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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).