Microsoft (NASDAQ:MSFT) Stock Acquired Rep. John McGuire

Key Points

• Rep. John McGuire disclosed buying Microsoft shares on April 15 in an amount between $1,001 and $15,000, adding to recent purchases of Apple and NVIDIA as well.
• Microsoft reported better-than-expected quarterly results, with EPS of $4.27 and revenue of $82.89 billion, both ahead of analyst estimates. Revenue also rose 18.3% year over year.
• The company declared a quarterly dividend of $0.91 per share, payable June 11, and the stock has continued to draw bullish interest from analysts and large institutional investors despite some concerns about AI spending and regulation.

Representative John McGuire (Republican-Virginia) recently bought shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on May 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on April 15th. 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 Apple NASDAQ: AAPL on 4/15/2026.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 4/15/2026.

Microsoft Price Performance

NASDAQ:MSFT traded up $18.41 during trading hours on Friday, reaching $427.84. The stock had a trading volume of 29,832,974 shares, compared to its average volume of 35,366,645. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock has a market capitalization of $3.18 trillion, a PE ratio of 25.47, a PEG ratio of 1.46 and a beta of 1.10. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a 50 day moving average price of $397.84 and a two-hundred day moving average price of $441.52.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft's revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.46 earnings per share. As a group, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company 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 dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Hedge Funds Weigh In On Microsoft

A number of hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new position in shares of Microsoft during the fourth quarter valued at $50,664,631,000. Auto Owners Insurance Co increased its holdings in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after purchasing an additional 60,009,531 shares in the last quarter. Nuveen LLC acquired a new position in Microsoft during the 1st quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after buying an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bill Ackman revealed Pershing Square has taken a new stake in Microsoft, saying the company looks attractively valued and highlighting Microsoft 365 and Azure as core long-term franchises. Reuters: Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
• Positive Sentiment: Several analysts and market commentators are arguing that Microsoft’s AI spending and OpenAI partnership are creating long-term value, with some saying the company’s OpenAI stake could be worth far more if OpenAI moves toward an IPO. MarketBeat: Why OpenAI's IPO Plans Could Be a Massive Win for Microsoft
• Positive Sentiment: Wedbush and other bullish analysts reiterated positive views, saying the new OpenAI revenue-sharing structure could pull cash forward and support Azure growth, which strengthens the investment case around Microsoft’s AI monetization. Barchart: Microsoft Stock Is a Buy as Its AI Business’ Annual Revenue Run Rate Swells
• Neutral Sentiment: Microsoft also announced a board addition, appointing former EY chairman Carmine Di Sibio, which is supportive governance news but not likely a major stock mover on its own. PR Newswire: Microsoft announces appointment of Carmine Di Sibio to board of directors
• Negative Sentiment: Offsetting the optimism, Microsoft remains under pressure from concerns about heavy AI capital spending, regulatory scrutiny in the U.K., and the ongoing OpenAI-related legal backdrop, which could temper enthusiasm over time. Reuters: UK opens antitrust probe into Microsoft's business software

Analysts Set New Price Targets

Several research firms have weighed in on MSFT. Robert W. Baird dropped their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, April 15th. Citigroup increased their target price on shares of Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Barclays reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, May 7th. DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 price target for the company in a research note on Wednesday. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.88.

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% 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, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company insiders.

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.

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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