Sen. John Boozman Purchases Shares of Microsoft Corporation (NASDAQ:MSFT)

Key Points

• Sen. John Boozman disclosed on April 14 that he bought between $1,001 and $15,000 of Microsoft (MSFT) stock on March 5, and has made several other recent trades including purchases of NVIDIA and various ETFs.
• Microsoft is a large-cap tech leader (market cap about $2.92 trillion) that beat quarterly EPS and revenue estimates recently, and it announced a quarterly dividend of $0.91 per share (ex-dividend May 21, payable June 11).
• Analysts have trimmed some price targets but the consensus remains a Moderate Buy with an average target of $580.87, while Microsoft is making major AI/capex moves (a $10B Japan expansion, renting 30,000 Nvidia chips, and a new 3,200‑acre Wyoming data center) that underpin long-term growth expectations.

Senator John Boozman (Republican-Arkansas) recently bought shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on April 14th, the Senator disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on March 5th.

Senator John Boozman also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of NYSE: TPYP on 3/20/2026.
• Purchased $1,001 - $15,000 in shares of State Street SPDR Portfolio S&P 500 ETF NYSEARCA: SPYM on 3/20/2026.
• Sold $15,001 - $50,000 in shares of JPMorgan BetaBuilders Europe ETF BATS: BBEU on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of Vanguard FTSE Developed Markets ETF NYSEARCA: VEA on 3/19/2026.
• Sold $1,001 - $15,000 in shares of Johnson & Johnson NYSE: JNJ on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of First Trust Global Tactical Commodity Strategy Fund NASDAQ: FTGC on 3/19/2026.
• Purchased $1,001 - $15,000 in shares of Ares Management NYSE: ARES on 3/13/2026.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 2/27/2026.
• Purchased $1,001 - $15,000 in shares of NetApp NASDAQ: NTAP on 2/27/2026.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $393.04 on Wednesday. Microsoft Corporation has a 12-month low of $355.67 and a 12-month high of $555.45. The company's 50 day moving average price is $390.96 and its two-hundred day moving average price is $455.67. The firm has a market cap of $2.92 trillion, a PE ratio of 24.58, a PEG ratio of 1.46 and a beta of 1.11. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating 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 net margin of 39.04% and a return on equity of 32.34%. The firm's quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.23 earnings per share. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is presently 22.76%.

Analyst Ratings Changes

MSFT has been the subject of several analyst reports. KeyCorp dropped their price objective on Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Citigroup reduced their target price on Microsoft from $660.00 to $635.00 and set a "buy" rating on the stock in a report on Thursday, January 29th. Piper Sandler decreased their price target on Microsoft from $600.00 to $500.00 and set an "overweight" rating on the stock in a research report on Tuesday. Wolfe Research cut their price objective on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating for the company in a research report on Thursday, January 29th. Finally, Daiwa Securities Group reduced their price objective on shares of Microsoft from $630.00 to $600.00 and set a "buy" rating on the stock in a research note on Wednesday, February 4th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $580.87.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bernstein’s Mark Moerdler says MSFT may be “bottoming” and is a good entry as AI/capex investments should start to pay off; that bullish analyst framing is supporting investor confidence. Why one analyst believes Microsoft's stock may be bottoming out
• Positive Sentiment: Microsoft confirmed a $10 billion AI infrastructure expansion in Japan — a large, explicit capex commitment that underpins future Azure capacity and revenue potential in Asia. Microsoft Corporation (MSFT) Affirms $10B AI Infrastructure Expansion in Japan
• Positive Sentiment: MSFT will rent 30,000 Nvidia chips from Nscale (Norway) — an operational step to increase AI compute capacity quickly without owning all hardware, easing near-term deployment bottlenecks. Microsoft will rent 30,000 Nvidia chips from Nscale in Norway deal; expands Wyoming ops
• Positive Sentiment: Microsoft is buying 3,200 acres in Wyoming for a new data‑center campus — another concrete sign it’s expanding physical cloud capacity to capture backlog demand for Azure/AI services. Microsoft’s (MSFT) Data Center Push Continues with New 3,200 Acre Wyoming Campus
• Neutral Sentiment: Flow of bullish media/analyst coverage and heavy call‑option activity suggest short-term momentum (investors positioning for a rebound), but these are sentiment signals rather than fundamental proofs. Microsoft (MSFT) Outperforms Broader Market: What You Need to Know
• Negative Sentiment: Competition/partnership risk: Anthropic is targeting Microsoft’s most popular app, and OpenAI’s internal pressure to expand beyond Microsoft (including ties to Amazon) raises the prospect of reduced exclusivity and slower AI revenue leverage. These rival moves create execution and moat risk. Anthropic quietly targets Microsoft’s most popular app
• Negative Sentiment: Analyst/pricing pressure: Several firms have trimmed price targets (and some memos allege OpenAI constraints tied to Microsoft), keeping a cloud of uncertainty around valuation despite strong revenue growth. That keeps downside risk if capex squeezes margins longer than expected. Mizuho Trims Microsoft Price Target to $515: How Much Upside Is Left in This AI Titan?

Insider Activity

In other news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. J. Derek Lewis & Associates Inc. acquired a new stake in shares of Microsoft during the 4th quarter valued at $7,883,000. Purpose Unlimited Inc. acquired a new position in Microsoft in the 4th quarter worth about $32,815,000. Carter Financial LLC acquired a new position in Microsoft in the 4th quarter worth about $307,000. Cornerstone Planning LLC bought a new position in Microsoft in the fourth quarter valued at about $6,474,000. Finally, AMG Asset Management Group Inc. bought a new position in Microsoft in the fourth quarter valued at about $1,701,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

About Senator Boozman

John Boozman (Republican Party) is a member of the U.S. Senate from Arkansas. He assumed office on January 3, 2011. His current term ends on January 3, 2029. Boozman (Republican Party) ran for re-election to the U.S. Senate to represent Arkansas. He won in the general election on November 8, 2022. Boozman won re-election in 2016. He faced Democrat Conner Eldridge, Libertarian Frank Gilbert, and write-in candidate Jason Tate in the general election. Arkansas' U.S. Senate race was rated as safely Republican in 2016. Boozman began his political career in the U.S. House. He won a special election in 2001 and served in that position until his election to the Senate in 2010. Prior to his political career, Boozman worked as an optometrist. As of a 2014 analysis of multiple outside rankings, Boozman is an average Republican member of Congress, meaning he will vote with the Republican Party on the majority of bills. Below is an abbreviated outline of Boozman's academic, professional, and political career: 2011-Present: U.S. Senator from Arkansas 2001-2011: U.S. Representative from Arkansas 1977: Graduated from Southern College of Optometry

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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