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

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 Stock Down 0.8%

Shares of MSFT traded down $3.97 during trading hours on Wednesday, reaching $488.84. The stock had a trading volume of 17,640,491 shares, compared to its average volume of 37,923,262. The firm has a 50-day simple moving average of $400.91 and a 200 day simple moving average of $405.81. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. 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 company has a market capitalization of $3.63 trillion, a price-to-earnings ratio of 27.23, a P/E/G ratio of 1.57 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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 firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the company posted $3.65 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 19.56 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure annual revenue surpassed $100 billion for the first time, while fiscal fourth-quarter Azure growth accelerated 43% and full-year growth reached 41%. Total fiscal 2026 revenue rose 18% to $331.8 billion, reinforcing the view that Microsoft’s AI infrastructure spending is generating commercial demand. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Wall Street remains constructive. An analyst raised Microsoft’s price target following the earnings report, citing confidence in its AI and cloud strategy. Other coverage has characterized the results as evidence that Microsoft can monetize heavy AI investment, while Goldman Sachs reportedly added the company to its conviction list. Wall Street analyst issues new Microsoft stock price target
• Positive Sentiment: Strong earnings momentum and investor support are helping sentiment. Microsoft beat quarterly EPS and revenue expectations, and the stock recently broke out of a technical base. Billionaire Bill Ackman’s Pershing Square also disclosed a multibillion-dollar Microsoft position, signaling confidence in longer-term Azure growth despite concerns about AI spending. Microsoft Extends Winning Streak Amid Earnings Surge
• Neutral Sentiment: Investor debate has shifted from demand to returns. Microsoft’s data-center lease commitments reportedly exceeded $100 billion in the latest quarter, highlighting both the scale of future AI capacity and the financial commitments required to support growth. AI data-centre race builds $1 trillion lease burden for Big Tech
• Negative Sentiment: Multiple law firms are promoting a securities class action. The suit alleges Microsoft misled investors about Copilot adoption and Azure-related AI monetization claims; the lead-plaintiff deadline is August 11, 2026. The announcements may weigh on sentiment, although they do not establish liability.
• Negative Sentiment: Valuation and profit-taking remain risks. After a roughly 25% three-day surge, some analysts argue the rally has moved ahead of fundamentals. Phillip Securities also downgraded Microsoft from “strong buy” to “moderate buy,” adding caution after the stock’s rapid advance.

Analyst Ratings Changes

MSFT has been the topic of several recent research reports. Wolfe Research reaffirmed an “outperform” rating and issued a $550.00 price target on shares of Microsoft in a research report on Thursday, July 30th. TD Cowen reissued a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. BNP Paribas Exane dropped their target price on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. Finally, HSBC decreased their price target on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $558.87.

Institutional Investors Weigh In On Microsoft

Hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in 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 purchasing an additional 15,955,898 shares during the period. State Street Corp raised its stake in shares of Microsoft by 2.1% in 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 buying an additional 6,388,930 shares during the period. Geode Capital Management LLC raised its stake in shares of Microsoft by 1.1% in 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 buying an additional 1,911,142 shares during the period. Morgan Stanley lifted its position in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after buying an additional 980,439 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Microsoft during the 4th quarter valued at $50,664,631,000. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of Microsoft 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 of the company’s stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by insiders.

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.

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).