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

Key Points

• Sen. John Fetterman disclosed purchases of between $1,001 and $15,000 in Microsoft (MSFT) shares on March 30 (filing disclosed April 3) and made similar small purchases of several other major tech stocks around March 27–30.
• Microsoft beat quarterly expectations, reporting $4.14 EPS versus $3.86 expected and $81.27 billion in revenue (up 16.7% year-over-year), with a market cap of about $2.77 trillion.
• The company announced a $0.91 quarterly dividend (annualized $3.64, yield ~1.0%; ex-dividend May 21), and analysts hold a consensus rating of Moderate Buy with an average price target near $589.

Senator John Fetterman (Democratic-Pennsylvania) recently bought shares of Microsoft Corporation NASDAQ: MSFT. In a filing disclosed on April 03rd, the Senator disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on March 30th.

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

• Purchased $1,001 - $15,000 in shares of Micron Technology NASDAQ: MU on 3/30/2026.
• Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOG on 3/30/2026.
• Purchased $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 3/30/2026.
• Purchased $1,001 - $15,000 in shares of Erie Indemnity NASDAQ: ERIE on 3/30/2026.
• Sold $1,001 - $15,000 in shares of AT&T NYSE: T on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of Microsoft NASDAQ: MSFT on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of Erie Indemnity NASDAQ: ERIE on 3/27/2026.

Microsoft Stock Performance

Microsoft stock opened at $372.88 on Tuesday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The firm has a 50-day moving average of $398.81 and a 200-day moving average of $461.32. The firm has a market cap of $2.77 trillion, a P/E ratio of 23.32, a P/E/G ratio of 1.42 and a beta of 1.11. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft's revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.23 earnings per share. Sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is currently 22.76%.

Analyst Ratings Changes

A number of analysts have recently weighed in on MSFT shares. Benchmark started coverage on shares of Microsoft in a report on Wednesday, April 1st. They set a "buy" rating for the company. Sanford C. Bernstein reiterated an "outperform" rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Scotiabank decreased their price target on shares of Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a research note on Thursday, January 29th. Wolfe Research decreased their price target on shares of Microsoft from $625.00 to $530.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research note on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $588.97.

Insider Activity at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm'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 transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock NASDAQ: MSFT Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

Hedge Funds Weigh In On Microsoft

A number of institutional investors have recently bought and sold shares of MSFT. Vanguard Group Inc. increased its position in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after acquiring an additional 15,955,898 shares in the last quarter. State Street Corp increased its position in shares of Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares in the last quarter. Morgan Stanley increased its position in shares of Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after acquiring an additional 980,439 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of Microsoft during the fourth quarter valued at approximately $50,664,631,000. 71.13% of the stock is owned by institutional investors.

About Senator Fetterman

John Fetterman (Democratic Party) is a member of the U.S. Senate from Pennsylvania. He assumed office on January 3, 2023. His current term ends on January 3, 2029. Fetterman (Democratic Party) ran for election to the U.S. Senate to represent Pennsylvania. He won in the general election on November 8, 2022. In his role as lieutenant governor, Fetterman served as president of the Senate. He ran on a joint ticket with the gubernatorial nominee, Tom Wolf (D). Fetterman was a 2016 Democratic candidate who sought election to the U.S. Senate from Pennsylvania. He was defeated by Katie McGinty in the Democratic primary. He served as mayor of Braddock, Pennsylvania, from 2005 to 2019; he won his first term by one vote.

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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