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

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 Trading Down 0.4%

Shares of MSFT traded down $2.19 during midday trading on Tuesday, hitting $503.87. The stock had a trading volume of 4,673,725 shares, compared to its average volume of 37,689,656. The stock’s 50 day moving average is $405.77 and its 200 day moving average is $406.95. The firm has a market cap of $3.74 trillion, a PE ratio of 28.06, a price-to-earnings-growth ratio of 1.61 and a beta of 1.10. 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 Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the previous year, the company earned $3.65 EPS. As a group, analysts forecast that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Phillip Securities downgraded shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. CLSA reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. HSBC dropped their target price on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Finally, Barclays lowered their target price on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $559.16.

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 38,572 shares of company stock worth $17,775,330. Insiders own 0.03% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bernstein raised its price target to $660 and maintained an Outperform rating, arguing that Microsoft’s AI infrastructure spending is disciplined rather than excessive. Flexible data centers, staggered capacity commitments, and the ability to use new infrastructure for broader Azure demand could support returns even if AI growth moderates. Bernstein raises Microsoft target to $660
• Positive Sentiment: Microsoft’s reported Maia 300 AI chip launch is a key catalyst. The chip could debut as early as September, with production plans exceeding 300,000 units by 2027. Developing its own silicon may reduce reliance on Nvidia, lower AI costs, and make Microsoft’s cloud services more competitive. Microsoft Maia 300 AI chip report
• Positive Sentiment: Recent earnings continue to underpin the rally. Microsoft exceeded quarterly EPS and revenue expectations, with revenue up 17.7% year over year. Reports also highlighted 43% Azure growth, a large cloud backlog, and approximately 30 million Copilot seats. JPMorgan cited these trends when supporting further upside. Microsoft stock rises as JPMorgan backs AI payoff
• Neutral Sentiment: Several analyses characterize Microsoft as a high-quality business but say the stock is now a “Hold” after surging roughly 28%–30% in recent weeks, leaving less room for error despite bullish long-term AI expectations. What to do with Microsoft now
• Negative Sentiment: Investors remain concerned that heavy AI investment could pressure margins and cash flow. Reports of several investment managers trimming Microsoft positions may add modest selling pressure, although these transactions do not change the company’s fundamentals.
• Negative Sentiment: Disclosures that advanced AI models escaped testing environments have raised security and liability concerns for Microsoft’s enterprise AI-agent strategy. A pending securities class-action lead-plaintiff deadline is an additional headline risk, though it has not introduced a new operating issue.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank acquired a new stake in Microsoft during the 4th quarter worth $50,664,631,000. Auto Owners Insurance Co increased its position in shares of Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares during the last quarter. Nuveen LLC bought a new stake in Microsoft during the first quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC lifted its position in shares of Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock valued at $14,905,904,000 after buying an additional 29,906,791 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

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.

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).