Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on May 08th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on April 14th. 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):
- Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
- Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
- Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
- Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.
Microsoft Price Performance
MSFT stock opened at $412.66 on Tuesday. The company has a market cap of $3.07 trillion, a PE ratio of 24.56, a price-to-earnings-growth ratio of 1.50 and a beta of 1.10. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The stock has a 50-day moving average price of $397.30 and a two-hundred day moving average price of $443.93. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.
Microsoft Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 21.67%.
Institutional Trading of Microsoft
Several hedge funds have recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the 4th quarter worth approximately $36,000. Bayforest Capital Ltd bought a new position in shares of Microsoft in the third quarter valued at approximately $38,000. Finally, Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.
Insider Activity at Microsoft
In other news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s 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 sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by insiders.
Analyst Upgrades and Downgrades
A number of brokerages have recently issued reports on MSFT. Tigress Financial lifted their target price on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. DA Davidson lowered their price objective on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Piper Sandler upped their target price on Microsoft from $500.00 to $540.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Raymond James Financial cut Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Finally, Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $562.69.
Read Our Latest Analysis on MSFT
Key Stories Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s CEO testified that the company supported OpenAI’s shift toward a for-profit structure, reinforcing the importance of Microsoft’s AI investment and the potential upside from its partnership with OpenAI. Microsoft’s C.E.O. Intervened When OpenAI Fired Sam Altman, Musk’s Lawyer Claims
- Positive Sentiment: Multiple reports emphasized Microsoft’s growing AI thesis, with analysts pointing to strong cloud growth, improving AI monetization, and continued long-term upside from enterprise demand. Microsoft’s (MSFT) Q3 Revealed 3 Things that Matter for the AI Bull Case
- Positive Sentiment: Some commentary argued Microsoft still looks undervalued based on free-cash-flow projections, even after higher capital spending, which can support the stock among long-term investors. Microsoft Stock Still Looks Undervalued Based on FCF Projections, Despite Higher Capex
- Neutral Sentiment: Market coverage continues to frame Microsoft as a major AI and cloud winner, but several articles are opinion pieces or commentary rather than new fundamental developments. Microsoft Stock Analysis: My Final Verdict
- Negative Sentiment: There was also some negative noise around Microsoft’s African data center delays and questions about AI and software disruption, which could add caution around execution and future growth assumptions. Microsoft’s African data center falters on payment demands, Bloomberg News reports
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.
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).
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