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

Representative David Taylor (Republican-Ohio) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on August 20th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on August 11th. 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 Installed Building Products (NYSE:IBP) on 8/14/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 8/11/2026.
• Purchased $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 8/11/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 7/24/2026.
• Sold $1,001 – $15,000 in shares of Marathon Petroleum (NYSE:MPC) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 7/24/2026.
• Sold $1,001 – $15,000 in shares of Fifth Third Bancorp (NASDAQ:FITB) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 7/24/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 7/17/2026.
• Purchased $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 6/15/2026.

Microsoft Trading Up 0.4%

Shares of MSFT opened at $483.24 on Friday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The firm has a market capitalization of $3.59 trillion, a P/E ratio of 26.91, a price-to-earnings-growth ratio of 1.56 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The stock’s fifty day simple moving average is $419.61 and its 200 day simple moving average is $409.30.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm posted $3.65 earnings per share. The firm’s revenue was up 17.7% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Hedge Funds Weigh In On Microsoft

A number of institutional investors have recently made changes to their positions in MSFT. Nvest Financial LLC increased its position in shares of Microsoft by 2.9% in the 2nd quarter. Nvest Financial LLC now owns 13,082 shares of the software giant’s stock worth $4,880,000 after purchasing an additional 365 shares during the last quarter. Clay Northam Wealth Management LLC lifted its position in shares of Microsoft by 2.4% in the 2nd quarter. Clay Northam Wealth Management LLC now owns 14,203 shares of the software giant’s stock worth $5,298,000 after buying an additional 330 shares during the last quarter. Saudi Central Bank lifted its position in shares of Microsoft by 89.5% in the 2nd quarter. Saudi Central Bank now owns 493,806 shares of the software giant’s stock worth $184,200,000 after buying an additional 233,185 shares during the last quarter. Asset Allocation Strategies LLC boosted its holdings in shares of Microsoft by 24.1% in the 2nd quarter. Asset Allocation Strategies LLC now owns 2,087 shares of the software giant’s stock valued at $778,000 after buying an additional 405 shares during the period. Finally, Semitam Bonam LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at about $290,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on MSFT. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Evercore set a $528.00 target price on Microsoft in a research note on Thursday, July 30th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. DA Davidson reaffirmed a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Finally, Oppenheimer reissued an “outperform” rating and set a $515.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $560.27.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 37,310 shares of company stock worth $17,256,219. 0.03% of the stock is owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly preparing to launch its Maia 300 AI accelerator as soon as this fall and is discussing production with TSMC. Developing proprietary chips could reduce long-term reliance on Nvidia, improve supply-chain control, and support Microsoft’s expanding AI infrastructure. Microsoft’s Betting Big on Its Own AI Chips
• Positive Sentiment: Meta has reportedly become one of Microsoft’s largest Azure AI customers, spending hundreds of millions of dollars annually and consuming substantial computing capacity. The relationship reinforces evidence that enterprise demand is translating into Azure revenue. Meta Emerges as a Major Microsoft Azure AI Client
• Positive Sentiment: Microsoft raised its quarterly dividend to $0.91 per share, while Azure revenue reportedly surpassed $100 billion. Analysts and financial commentators also highlighted a roughly $678 billion backlog and continued strong demand for cloud and AI services. Microsoft Raises Dividend as AI Capital Spending Hits Record Levels
• Neutral Sentiment: Microsoft approved the Horizon 1 Texas data-center project involving IREN, potentially expanding capacity available for AI workloads. The development is strategically relevant, although the near-term financial benefit to Microsoft remains unclear. Microsoft Accepts Horizon 1
• Negative Sentiment: Annual capital spending has climbed nearly 80% to about $115.9 billion, while free cash flow declined. Investors remain focused on whether AI revenue growth will generate adequate returns on this spending. Microsoft Spent $115.9 Billion on AI
• Negative Sentiment: TCI Management reportedly exited its Microsoft position and increased its Alphabet stake, adding a notable institutional-selling signal. Separately, commentary warned that Microsoft’s valuation depends on optimistic earnings forecasts, while higher bond yields could reduce the present value of future AI profits. TCI Exits Microsoft

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).