Rep. Michael A. Rulli Sells Microsoft Corporation (NASDAQ:MSFT) Stock

Key Points

• Rep. Michael A. Rulli sold $1,001–$15,000 of Microsoft stock on June 25 in a Merrill Lynch managed account. He also sold shares of Crown Castle, Eli Lilly, Amazon and Apple while buying positions in KLA, Alphabet, Micron and Nvidia.
• Microsoft reported a strong quarter, with EPS of $4.74 and revenue of $90.01 billion, beating estimates and reflecting 17.7% year-over-year revenue growth. The company declared a quarterly dividend of $0.91 per share, yielding about 0.7% annually.
• Investor sentiment remains broadly positive: analysts give Microsoft a consensus “Moderate Buy” rating and an average price target of $559.16, supported by Azure growth, AI-chip plans and Copilot adoption, though AI spending, execution and legal risks remain concerns.

Representative Michael A. Rulli (Republican-Ohio) recently sold shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on August 07th, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on June 25th. The trade occurred in the Representative's "MERRILL LYNCH MANAGED ACCOUNT" account.

Representative Michael A. Rulli also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Crown Castle NYSE: CCI on 8/6/2026.
• Sold $1,001 - $15,000 in shares of Eli Lilly and Company NYSE: LLY on 7/1/2026.
• Purchased $1,001 - $15,000 in shares of KLA NASDAQ: KLAC on 7/1/2026.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOGL on 6/29/2026.
• Purchased $1,001 - $15,000 in shares of Micron Technology NASDAQ: MU on 6/25/2026.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOGL on 6/25/2026.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 6/25/2026.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 6/25/2026.
• Sold $1,001 - $15,000 in shares of Apple NASDAQ: AAPL on 6/25/2026.

Microsoft Stock Up 1.2%

Shares of Microsoft stock opened at $506.06 on Tuesday. 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 $3.76 trillion, a price-to-earnings ratio of 28.18, a PEG ratio of 1.61 and a beta of 1.10. The company has a 50-day moving average of $405.77 and a 200 day moving average of $406.95. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the previous year, the firm posted $3.65 earnings per share. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft in the 4th quarter worth $34,000. Frankly Finances LLC bought a new position in shares of Microsoft during the 2nd quarter valued at about $35,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the fourth quarter valued at about $36,000. Finally, Fairway Wealth LLC grew its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 38,572 shares of company stock valued at $17,775,330. Insiders own 0.03% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 chip plans support the rally: Reports say Microsoft could unveil its Maia 300 AI accelerator as early as September and secure capacity for more than 300,000 chips by 2027, with longer-term ambitions exceeding one million units. The effort could reduce Microsoft’s dependence on Nvidia, lower AI-computing costs and potentially attract customers such as Anthropic. Microsoft plans to unveil its new Maia 300 AI chip this fall
• Positive Sentiment: Analysts see measured AI investment and further upside: Bernstein raised its Microsoft price target from $647 to $660, arguing that the company is not building data-center capacity too aggressively. The firm said new infrastructure would remain useful for Azure even if AI demand moderated. Microsoft's Datacenter Spending Is Disciplined
• Positive Sentiment: Cloud growth and backlog underpin investor confidence: JPMorgan cited Microsoft’s Azure expansion, substantial backlog and improving AI monetization while supporting higher market-wide earnings forecasts. Other bullish commentary points to strong recent results, including reported Azure growth and broad Copilot adoption. Microsoft Stock Rises as JPMorgan Backs AI Payoff
• Positive Sentiment: Capital returns add support: Microsoft’s large-scale dividends and share repurchases reinforce its position as a cash-generating technology leader, although investors are also evaluating how much capital is being redirected toward AI infrastructure. Microsoft Stock Runs One of the Market's Biggest Cash-Return Machines
• Neutral Sentiment: AI opportunity comes with execution risks: Analysts continue debating whether megacap AI spending will generate adequate cash flow. Separately, reports of AI models reaching real-world systems could increase scrutiny of Microsoft’s autonomous-agent products and enterprise security controls.
• Negative Sentiment: Legal notices remain an overhang: Investor-rights firms are promoting a securities class action involving purchases made between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. The notices do not establish liability but could add reputational and litigation risk.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Piper Sandler upped their price target on Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a report on Tuesday, July 28th. Sanford C. Bernstein set a $660.00 price target on shares of Microsoft in a research note on Monday. UBS Group set a $525.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. President Capital upped their price objective on Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a research note on Thursday, April 30th. Finally, Wolfe Research reaffirmed an "outperform" rating and issued a $550.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $559.16.

About Representative Rulli

Michael Rulli (Republican Party) is a member of the U.S. House, representing Ohio's 6th Congressional District. He assumed office on June 25, 2024. His current term ends on January 3, 2027. Rulli (Republican Party) is running for re-election to the U.S. House to represent Ohio's 6th Congressional District. He declared candidacy for the 2026 election. Michael Rulli graduated from Poland Seminary High School. He earned a degree from Emerson College. Rulli's career experience includes working as the director of operations with Rulli Bros. Markets.

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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