Microsoft (NASDAQ:MSFT) Stock Sale Reported by Rep. Pete Sessions

Key Points

• Rep. Pete Sessions sold between $250,001 and $500,000 of Microsoft shares on October 2 from his “TRUST ONE” account, alongside sales of several other major stocks.
• Microsoft reported stronger-than-expected quarterly results, with $4.89 in EPS and $92.28 billion in revenue, up 18.8% year over year. Azure growth accelerated 48% to approximately $33.2 billion, driven by cloud and AI demand.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $596.07. Microsoft also raised its quarterly dividend to $0.98 per share, though infrastructure constraints, high AI spending and insider selling remain potential concerns.

Representative Pete Sessions (Republican-Texas) recently sold shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on October 27th, the Representative disclosed that they had sold between $250,001 and $500,000 in Microsoft stock on October 2nd. The trade occurred in the Representative's "TRUST ONE" account.

Representative Pete Sessions also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Walt Disney NYSE: DIS on 10/28/2026.
• Sold $15,001 - $50,000 in shares of Amazon.com NASDAQ: AMZN on 10/27/2026.
• Sold $1,001 - $15,000 in shares of McDonald's NYSE: MCD on 10/27/2026.
• Sold $15,001 - $50,000 in shares of Lowe's Companies NYSE: LOW on 10/22/2026.
• Sold $1,001 - $15,000 in shares of Home Depot NYSE: HD on 10/22/2026.
• Sold $1,001 - $15,000 in shares of Solstice Advanced Mat NASDAQ: SOLS on 10/21/2026.
• Sold $1,001 - $15,000 in shares of PepsiCo NASDAQ: PEP on 10/21/2026.
• Sold $0 - $1,000 in shares of Resideo Technologies NYSE: REZI on 10/21/2026.
• Sold $1,001 - $15,000 in shares of International Business Machines NYSE: IBM on 10/20/2026.
• Sold $15,001 - $50,000 in shares of Berkshire Hathaway NYSE: BRK.B on 10/15/2026.

Microsoft Stock Down 0.1%

MSFT opened at $531.01 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $551.15. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm's fifty day moving average price is $511.18 and its two-hundred day moving average price is $437.96. The company has a market capitalization of $3.94 trillion, a P/E ratio of 29.57, a P/E/G ratio of 1.68 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.71 by $0.18. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $92.28 billion for the quarter, compared to analyst estimates of $90.62 billion. During the same quarter in the previous year, the firm posted $4.13 EPS. The business's revenue for the quarter was up 18.8% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 19.66 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. This represents a $3.92 annualized dividend and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is 20.27%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on MSFT shares. Wells Fargo & Company reaffirmed an "overweight" rating on shares of Microsoft in a report on Tuesday. Argus lowered their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. BNP Paribas Exane cut shares of Microsoft from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. Finally, Oppenheimer lifted their price objective on Microsoft from $570.00 to $625.00 and gave the company an "outperform" rating in a report on Monday. Forty-four investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $596.07.

Hedge Funds Weigh In On Microsoft

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Sullivan Wood Capital Management LLC boosted its stake in shares of Microsoft by 3.2% in the 3rd quarter. Sullivan Wood Capital Management LLC now owns 647 shares of the software giant's stock valued at $332,000 after purchasing an additional 20 shares during the last quarter. Narus Financial Partners LLC raised its stake in shares of Microsoft by 0.4% during the third quarter. Narus Financial Partners LLC now owns 4,487 shares of the software giant's stock worth $2,301,000 after buying an additional 20 shares during the last quarter. Box Hill Private Wealth LLC lifted its holdings in Microsoft by 0.5% in the second quarter. Box Hill Private Wealth LLC now owns 4,272 shares of the software giant's stock valued at $1,593,000 after buying an additional 21 shares during the period. PMG Family Office LLC lifted its holdings in Microsoft by 1.0% in the third quarter. PMG Family Office LLC now owns 2,063 shares of the software giant's stock valued at $1,058,000 after buying an additional 21 shares during the period. Finally, Dynamic Financial Group boosted its stake in Microsoft by 1.5% in the third quarter. Dynamic Financial Group now owns 1,439 shares of the software giant's stock valued at $738,000 after acquiring an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported earnings of $4.89 per share versus the $4.71–$4.72 consensus and revenue of $92.28 billion, up 19% year over year and above estimates of approximately $90.6 billion. Net income increased 32%, while the company extended its streak of record quarterly revenue. Microsoft Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Azure growth accelerated to 48%, generating approximately $33.2 billion in quarterly revenue. Stronger-than-expected cloud demand suggests Microsoft’s investments in artificial intelligence and Copilot-related services are beginning to translate into significant sales and profit growth. Microsoft Azure Revenue Surges
• Neutral Sentiment: Microsoft disclosed that commercial arrangements with OpenAI produced roughly $10 billion of revenue during the quarter, highlighting the value of the partnership but also the company’s substantial financial dependence on a single AI ecosystem. Microsoft Recorded $10 Billion in Revenue From OpenAI
• Negative Sentiment: Microsoft lowered its 2026 capital-expenditure forecast to $170 billion from $175 billion, citing delays in third-party capacity. The reduction may ease cash-flow pressure, but it also raises concerns that infrastructure constraints could limit Azure growth and delay returns on AI investment. Microsoft Cuts Capex Forecast on AI Capacity Delays
• Negative Sentiment: The company is offering voluntary buyouts to roughly 60,000 employees while spending heavily on data centers. Although the effort could improve long-term efficiency, investors may view it as evidence that Microsoft is managing mounting AI-related costs. Rising interest rates also pose a valuation risk for the high-growth technology sector.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated 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 directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 150,314 shares of company stock worth $75,404,992. Company insiders own 0.03% of the company's stock.

About Representative Sessions

Pete Sessions (Republican Party) is a member of the U.S. House, representing Texas' 17th Congressional District. He assumed office on January 3, 2021. His current term ends on January 3, 2027. Sessions (Republican Party) ran for re-election to the U.S. House to represent Texas' 17th Congressional District. He won in the general election on November 5, 2024. On October 20, 2023, Sessions announced he was running to replace Kevin McCarthy (R) as speaker of the U.S. House in the 118th Congress. Sessions lost the first round of nomination voting on October 24, 2023. Pete Sessions was born and lives in Waco, Texas. Sessions earned a B.S. from Southwestern University in 1978. Sessions' career experience includes working as an executive with AT&T.

Microsoft Company Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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