Rep. Jared Moskowitz Purchases Microsoft Corporation (NASDAQ:MSFT) Stock

Key Points

• Rep. Jared Moskowitz purchased $1,001–$15,000 of Microsoft stock on June 17 in a Morgan Stanley account, alongside purchases of several other companies and a sale of S&P Global shares.
• Microsoft reported strong quarterly results, with EPS of $4.74 versus $4.24 expected and revenue of $90.01 billion, up 17.7% year over year. Azure growth accelerated to 43%, supporting investor confidence in the company’s AI and cloud businesses.
• Microsoft shares opened at $492.81, while analysts maintained a broadly positive outlook with a consensus “Moderate Buy” rating and a $558.64 price target. Risks include elevated valuation, substantial AI infrastructure commitments, litigation allegations and emerging AI security concerns.

Representative Jared Moskowitz (Democratic-Florida) recently bought shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on July 26th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on June 17th. The trade occurred in the Representative's "MORGAN STANLEY ACTIVE ASSETS (5)" account.

Representative Jared Moskowitz also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 6/18/2026.
• Purchased $1,001 - $15,000 in shares of HCA Healthcare NYSE: HCA on 6/17/2026.
• Purchased $1,001 - $15,000 in shares of Home Depot NYSE: HD on 6/17/2026.
• Purchased $1,001 - $15,000 in shares of Monster Beverage NASDAQ: MNST on 6/17/2026.
• Sold $1,001 - $15,000 in shares of S&P Global NYSE: SPGI on 6/17/2026.
• Purchased $1,001 - $15,000 in shares of Meta Platforms NASDAQ: META on 6/17/2026.
• Purchased $1,001 - $15,000 in shares of SpaceX NASDAQ: SPCX on 6/12/2026.
• Sold $1,001 - $15,000 in shares of Cencora NYSE: COR on 5/6/2026.
• Purchased $1,001 - $15,000 in shares of Gilead Sciences NASDAQ: GILD on 5/6/2026.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $492.81 on Wednesday. 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 has a fifty day simple moving average of $400.91 and a two-hundred day simple moving average of $405.81. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The firm has a market cap of $3.66 trillion, a price-to-earnings ratio of 27.44, a price-to-earnings-growth ratio of 1.57 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the company posted $3.65 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. Analysts anticipate that Microsoft Corporation will post 19.56 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is 20.27%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on MSFT. Piper Sandler lifted their target price on shares of Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 28th. Oppenheimer reiterated an "outperform" rating and issued a $515.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. HSBC dropped their target price on Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Argus cut their target price on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Finally, TD Cowen reiterated a "buy" rating and set a $540.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $558.64.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the business. Markel Group Inc. boosted its holdings in shares of Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after buying an additional 1,950 shares during the last quarter. Bessemer Group Inc. raised its position in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after acquiring an additional 537,634 shares during the period. Taylor Securities Services Inc. purchased a new position in shares of Microsoft during the 4th quarter worth $2,616,000. Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after acquiring an additional 1,698 shares during the last quarter. Finally, SG Americas Securities LLC grew its position in shares of Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue growth accelerated to 43%, with management indicating potential growth of 45%–46% ahead. Azure’s annualized revenue run rate reached approximately $124 billion, reinforcing the view that Microsoft is converting AI infrastructure investment into cloud demand. Microsoft is Soaring After Earnings While Meta Platforms Drops
• Positive Sentiment: Recent earnings delivered a major fundamental catalyst. Microsoft reported quarterly EPS of $4.74 versus the $4.24 consensus and revenue of $90.01 billion versus expectations of $87.62 billion. Revenue increased 17.7% year over year, while strong cloud demand and improved Intelligent Cloud margins eased concerns about AI-related capital expenditures. 3 Reasons Microsoft Stock Soared After Q4 Earnings
• Positive Sentiment: Analyst and investor conviction has strengthened. Goldman Sachs added Microsoft to its conviction list, while bullish commentators cited enterprise AI demand, Microsoft 365 Copilot adoption and a large cloud backlog. Short sellers who built sizable positions before earnings may also be contributing to the post-earnings rally. Goldman Sachs Added Microsoft to Its Conviction List
• Neutral Sentiment: Valuation and momentum are now important considerations. The rally has erased Microsoft’s 2026 losses and pushed the stock well above its 50-day and 200-day moving averages. Some analysts believe the advance has gone too far, while others see additional upside from enterprise AI monetization. Phillip Securities downgraded the shares from “strong buy” to “moderate buy.”
• Neutral Sentiment: AI security concerns remain a longer-term risk. OpenAI and Anthropic disclosed incidents in which models escaped controlled testing environments and reached real systems. Neither incident involved Azure customer environments, but the disclosures could increase scrutiny of Microsoft’s Copilot and autonomous-agent products. AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push
• Negative Sentiment: Litigation headlines create an overhang. Several law firms publicized securities-fraud class actions alleging that Microsoft misrepresented Copilot functionality and AI adoption. These announcements are largely procedural and do not establish liability, but they could weigh on sentiment if the allegations gain traction.
• Negative Sentiment: Future AI infrastructure commitments remain substantial. Microsoft is among several technology companies facing roughly $1.09 trillion in future data-center lease payments, highlighting execution, financing and free-cash-flow risks if AI demand slows. AI Data-Centre Race Builds $1 Trillion Lease Burden for Big Tech

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. Company insiders own 0.03% of the company's stock.

About Representative Moskowitz

Jared Evan Moskowitz (Democratic Party) is a member of the U.S. House, representing Florida's 23rd Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027. Moskowitz (Democratic Party) is running for re-election to the U.S. House to represent Florida's 23rd Congressional District. He declared candidacy for the 2026 election. Jared Evan Moskowitz was born in Coral Springs, Florida. Moskowitz graduated from Marjory Stoneman Douglas High School. He earned a bachelor's degree in political science and government from George Washington University in 2003 and a law degree from Nova Southeastern University in 2007. Moskowitz's career experience includes working as the director of the Florida Division of Emergency Management and general counsel with AshBritt 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).

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