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

Representative David Taylor (Republican-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on February 20th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on February 9th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SCHWAB JOINT BROKERAGE #1 (HOME GROWN)” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/10/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/9/2026.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 2/9/2026.
• Purchased $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 2/9/2026.
• 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.

Microsoft Stock Up 0.6%

MSFT stock traded up $2.33 during mid-day trading on Tuesday, hitting $386.80. 11,359,863 shares of the company were exchanged, compared to its average volume of 36,941,363. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a fifty day simple moving average of $450.33 and a 200 day simple moving average of $486.83. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $2.87 trillion, a PE ratio of 24.20, a price-to-earnings-growth ratio of 1.55 and a beta of 1.08.

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

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. 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: Evercore research notes Microsoft is the lone Mag?7 hyperscaler expected to increase free cash flow despite heavy AI capex, supporting the view MSFT can fund expansion without burning cash. Microsoft stands out as lone Mag?7 hyperscaler to increase FCF: Evercore
• Positive Sentiment: Goldman-backed coverage around the Maia 200 AI accelerator bolsters Azure competitiveness and was cited by analysts as a technical win for MSFT’s cloud AI strategy. Maia 200 Gives Microsoft Stock a Boost With Goldman Sachs
• Positive Sentiment: BNP Paribas/market commentary views OpenAI’s updated spending plan as still positive for cloud suppliers like Microsoft, implying continued Azure demand from large AI customers. OpenAI’s New Spending Plan Is Still a Positive for Microsoft
• Neutral Sentiment: Leadership shift in Gaming: Xbox chief Phil Spencer retires and Asha Sharma (CoreAI background) takes over — signals tighter integration of gaming with Microsoft’s AI/cloud roadmap but creates short-term execution questions. Microsoft Ties Xbox Leadership To AI Cloud And Security Ambitions
• Negative Sentiment: Service disruptions reported on Downdetector for Azure, Outlook and Microsoft 365 raise immediate reliability concerns that can pressure sentiment and enterprise confidence. Is Microsoft down? Downdetector reports issues
• Negative Sentiment: Prominent commentators (e.g., Jim Cramer) have urged a “refresh” for Microsoft, reflecting growing investor frustration after the post?earnings pullback and adding short?term selling pressure. Microsoft Needs a Refresh, Says Jim Cramer
• Positive Sentiment: Insider buying and technical indicators noted in commentary (MarketBeat) suggest the sell?off may be overshooting fundamentals, providing a potential entry point for longer?term investors. Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup

Wall Street Analyst Weigh In

Several equities analysts have commented on MSFT shares. Phillip Securities raised shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $590.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Stifel Nicolaus reaffirmed a “hold” rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Finally, DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of MSFT. BLVD Private Wealth LLC increased its stake in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after purchasing an additional 19 shares during the period. AlphaQuest LLC boosted its position in shares of Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after acquiring an additional 19 shares during the period. Shepherd Kaplan Krochuk LLC increased its holdings in shares of Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after purchasing an additional 20 shares during the period. Red Mountain Financial LLC increased its stake in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC boosted its stake in shares of Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after purchasing an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction 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 transaction, the executive vice president owned 55,782 shares of the company’s stock, 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. 0.03% of the stock is owned by company insiders.

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.

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).