Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on February 10th. 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):
- Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
- Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
- Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
- Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
- Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
- Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
- Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
- Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
- Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
- Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.
Microsoft Stock Performance
Microsoft stock opened at $404.88 on Thursday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company’s 50-day moving average is $430.65 and its 200 day moving average is $477.49. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $3.01 trillion, a P/E ratio of 25.32, a price-to-earnings-growth ratio of 1.59 and a beta of 1.10.
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 given a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s payout ratio is 22.76%.
Insider Activity
In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction that occurred 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 $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.03% of the company’s stock.
Key Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft is doubling down on a multi‑model AI strategy and deeper Anthropic integration (Copilot Cowork / Claude) that should boost Azure consumption and enterprise Copilot seat revenue. Microsoft aims to be multi-model: Exec talks Anthropic AI team-up
- Positive Sentiment: Microsoft launched a higher‑priced M365 “Frontier” / E7 $99 AI subscription and other enterprise AI bundles—moves that can lift ARPU, accelerate Copilot adoption and create stickier recurring revenue. Microsoft unveils $99 ‘Frontier’ AI subscription
- Positive Sentiment: Jefferies and other sell‑side firms remain constructive (Buy/Outperform and elevated price targets), supporting longer‑term upside narratives tied to Azure and Copilot monetization. Here’s What Jefferies Think About Microsoft (MSFT)
- Neutral Sentiment: Microsoft is in talks to lease a Texas AI data‑center site (after Oracle shelved plans) — an operational step toward capacity growth but with timing/costs still uncertain. Microsoft in talks to lease Texas AI data center site
- Neutral Sentiment: Microsoft said it will ship a prototype of the next Xbox to developers in 2027 (AMD silicon, improved ray tracing) — positive for long‑term gaming revenue but not an immediate earnings driver. Microsoft plans to ship prototype of next Xbox console to developers in 2027
- Negative Sentiment: Regulatory and legal risk: Microsoft filed an amicus brief backing Anthropic in its suit to block the Pentagon’s supply‑chain designation — this preserves product access and Azure revenue but raises political and compliance exposure that could create near‑term uncertainty. Microsoft files amicus brief in support of Anthropic’s lawsuit
- Negative Sentiment: Growing bearish positioning and insider activity: short interest jumped materially in late Feb and an EVP disclosed a multi‑million‑dollar share sale — both can amplify downside momentum in volatile sessions. SEC Form 4 — Kathleen T. Hogan sale
- Negative Sentiment: Macro/headline risk: market strategists are warning of mid‑March seasonality, geopolitical tensions (Middle East) and heightened volatility — factors that tend to hit large tech names and can pressure multiples. Market Crash Warning? Wall Street Veteran Says Mid-March Could Mark a Turning Point
Institutional Investors Weigh In On Microsoft
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Meadowbrook Advisors Group LLC acquired a new position in shares of Microsoft in the 4th quarter valued at $7,423,000. DUTCH ASSET Corp acquired a new stake in shares of Microsoft during the 4th quarter worth about $4,510,000. Larry Mathis Financial Planning LLC purchased a new stake in Microsoft in the 4th quarter valued at about $1,428,000. Green Ridge Wealth Planning LLC purchased a new stake in Microsoft in the 4th quarter valued at about $5,017,000. Finally, Downshift Financial LLC acquired a new position in Microsoft in the fourth quarter valued at about $523,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Analyst Ratings Changes
Several analysts have weighed in on MSFT shares. UBS Group reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. Barclays reissued an “overweight” rating on shares of Microsoft in a report on Monday. Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. Citigroup dropped their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Finally, Wolfe Research cut their price objective on Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $591.95.
View Our Latest Report on Microsoft
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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