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

Representative David Taylor (Republican-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on February 26th. 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 Visa (NYSE:V) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Fifth Third Bancorp (NASDAQ:FITB) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Marathon Petroleum (NYSE:MPC) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Lam Research (NASDAQ:LRCX) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of Salesforce (NYSE:CRM) on 2/26/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 2/26/2026.

Microsoft Stock Performance

MSFT opened at $409.41 on Tuesday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a market cap of $3.04 trillion, a price-to-earnings ratio of 25.60, a PEG ratio of 1.60 and a beta of 1.10. The company’s fifty day moving average price is $433.86 and its two-hundred day moving average price is $478.72. 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 (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the previous year, the firm posted $3.23 earnings per share. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction 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 completion of the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The shares were purchased 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 of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on MSFT shares. UBS Group restated an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. JPMorgan Chase & Co. decreased their price target on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. William Blair restated an “outperform” rating on shares of Microsoft in a research note on Monday. Scotiabank cut their price objective on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a report on Thursday, January 29th. Finally, Wells Fargo & Company reduced their target price on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major product/partner push: Microsoft launched Copilot Cowork (AI agents) by integrating Anthropic’s Claude into Copilot — this expands Copilot’s enterprise appeal and should raise Azure compute usage and seat-based revenue. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: New enterprise pricing bundle (E7, $99/user) aims to accelerate Copilot adoption and lift ARPU — a clearer monetization path for AI that should boost predictable recurring revenue and Azure consumption. Microsoft Unveils AI-Centric $99-Per-User Software Bundle
• Positive Sentiment: Street bulls note valuation opportunity after the selloff — high-profile bulls (e.g., Wedbush/Dan Ives) call the weakness a buying opportunity given MSFT’s cloud/AI franchise and long-term cashflows. Microsoft, Palantir Are Selling At ‘Garage Sale Prices,’ Says Dan Ives
• Neutral Sentiment: Microsoft’s dual‑model, model‑agnostic strategy (supporting both Anthropic and OpenAI models) positions Azure as the hub for enterprise AI regardless of model choice — supportive for long-term Azure demand but keeps MSFT exposed to partner-specific headlines. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Neutral Sentiment: Mixed analyst/market commentary: some see the pullback as a buying chance while others flag slower near-term Copilot rollouts — this keeps trading choppy and amplifies intraday moves. Should You Buy Microsoft At $400?
• Negative Sentiment: Insider selling: EVP Kathleen Hogan disclosed a sale of 12,321 shares (~$5.0M) — an event investors often view as a modest near‑term negative signal on insider conviction. SEC Form 4 — Kathleen T. Hogan sale
• Negative Sentiment: Regulatory/legal overhang: Anthropic’s ongoing legal fight with the Pentagon and its “supply‑chain risk” designation raise geopolitical and compliance risk; Microsoft’s continued support limits short‑term disruption to Azure usage but keeps the company exposed to headlines that can pressure the stock. Anthropic sues to block Pentagon blacklisting

Institutional Trading of Microsoft

Several institutional investors and hedge funds have recently modified their holdings of MSFT. Norges Bank purchased a new stake in shares of Microsoft during the 4th quarter valued at $50,664,631,000. Auto Owners Insurance Co grew its position in Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Nuveen LLC purchased a new position in shares of Microsoft during the first quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake 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 worth $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its stake in shares of 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 purchasing an additional 29,906,791 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

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).