Rep. John McGuire Acquires Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative John McGuire (R-Virginia) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on January 21st. The trade occurred in the Representative’s “MERRILL LYNCH SEP IRA” account.

Representative John McGuire also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 1/20/2026.

Microsoft Stock Performance

Microsoft stock opened at $401.32 on Friday. The stock has a market cap of $2.98 trillion, a P/E ratio of 25.10, a price-to-earnings-growth ratio of 1.57 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm’s fifty day moving average price is $460.74 and its 200-day moving average price is $492.67.

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

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is presently 22.76%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. AlphaQuest LLC grew its stake in shares of Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after acquiring an additional 19 shares during the last quarter. BLVD Private Wealth LLC raised its position in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares during the last quarter. Red Mountain Financial LLC lifted its position in Microsoft by 0.7% during the second 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 period. Onyx Financial Advisors LLC boosted its stake in shares of Microsoft by 0.3% in the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after buying an additional 20 shares during the last quarter. Finally, Foundation Wealth Management LLC PA boosted its position in Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of several research reports. Evercore cut their price objective on Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday. New Street Research raised their target price on shares of Microsoft from $670.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Arete Research upped their target price on shares of Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research note on Thursday, January 22nd. Two equities research 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. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major private-market validation for the AI ecosystem could benefit Microsoft as a cloud and AI infrastructure provider — Anthropic’s new $380B valuation (which includes investments tied to Microsoft) signals strong enterprise demand for AI models and likely more backend cloud consumption. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Citi reaffirmed a Buy on MSFT with a $635 price target — a bullish institutional view that supports the long‑term AI/cloud thesis despite recent sentiment-driven weakness. Microsoft: Buy Rating Reaffirmed on Undervalued AI and Cloud Growth Drivers Despite Sentiment-Driven Sell-Off
• Positive Sentiment: Microsoft is leading industry efforts on “digital trust” with other large tech firms (Trusted Tech Alliance), a reputational win that may ease enterprise sales cycles for security‑sensitive customers. Microsoft, Ericsson lead global tech alliance for digital trust
• Positive Sentiment: R&D/infra innovation: reports that Microsoft is exploring superconducting power lines for AI data centers point to potential long‑term efficiency gains and differentiation for its hyperscale buildout. Microsoft Explores Superconducting Power to Boost AI Data Centers
• Neutral Sentiment: Microsoft AI chief’s bold timeline for rapid white‑collar automation (12–18 months) fuels debate — it underscores market opportunity but also raises labor/regulatory concerns that could shape adoption rates. Microsoft AI chief gives it 18 months — for all white-collar work to be automated by AI
• Neutral Sentiment: Market technicians and contrarian pieces argue MSFT looks oversold/potentially bottoming after the post‑earnings drop — these narratives can attract buyers, but timing is uncertain. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Negative Sentiment: Regulatory risk increased today: the U.S. Federal Trade Commission has issued investigative demands and questioned Microsoft’s rivals about its AI/cloud licensing and business practices — this escalation is a clear near‑term negative catalyst. US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports
• Negative Sentiment: Investor rotation and positioning: several funds disclosed cuts to MSFT stakes this week, and commentary highlights investor concern over heavy CapEx for AI infrastructure and concentration risk tied to OpenAI—factors that have pressured the stock. PRIMECAP Management Co cuts Microsoft stake by 1.1M
• Negative Sentiment: Critics argue Microsoft has underperformed some AI peers and that capex intensity may strain free cash flow, reinforcing sentiment‑driven selling pressure. Microsoft Is Spending, Investors Are Losing

About Representative McGuire

John McGuire (Republican Party) is a member of the U.S. House, representing Virginia’s 5th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

McGuire (Republican Party) is running for re-election to the U.S. House to represent Virginia’s 5th Congressional District. He declared candidacy for the 2026 election.

John McGuire was born in Richmond, Virginia. McGuire graduated from Henrico High School. He served as a U.S. Navy Seal from 1988 to 1998. His professional experience includes founding SEAL Team Physical Training 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).