Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on September 01st, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on August 21st. The trade occurred in the Representative’s “HERN FAMILY FOUNDATION” account.
Representative Kevin Hern also recently made the following trade(s):
- Sold $1,001 – $15,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 8/24/2026.
- Sold $15,001 – $50,000 in shares of Medtronic (NYSE:MDT) on 8/24/2026.
- Sold $50,001 – $100,000 in shares of Home Depot (NYSE:HD) on 8/24/2026.
- Sold $50,001 – $100,000 in shares of Procter & Gamble (NYSE:PG) on 8/24/2026.
- Sold $1,001 – $15,000 in shares of Lowe’s Companies (NYSE:LOW) on 8/24/2026.
- Sold $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 8/21/2026.
- Sold $15,001 – $50,000 in shares of Honeywell Aerospace (NASDAQ:HONA) on 8/19/2026.
- Sold $1,001 – $15,000 in shares of Colgate-Palmolive (NYSE:CL) on 8/19/2026.
- Sold $1,001 – $15,000 in shares of Biogen (NASDAQ:BIIB) on 8/18/2026.
- Sold $1,001 – $15,000 in shares of Anheuser-Busch InBev SA/NV (NYSE:BUD) on 8/18/2026.
Microsoft Trading Down 0.8%
Shares of MSFT opened at $496.82 on Thursday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The business’s 50-day moving average price is $438.84 and its 200 day moving average price is $414.45. 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 stock has a market capitalization of $3.69 trillion, a P/E ratio of 27.66, a P/E/G ratio of 1.61 and a beta of 1.11.
Microsoft Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.
Key Stories Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft will begin reporting Azure revenue separately in fiscal 2027, revealing quarterly sales of approximately $29.4 billion and fiscal-year sales of $101.9 billion. The change gives investors a clearer comparison with Amazon Web Services and Google Cloud and improves visibility into AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
- Positive Sentiment: Bank of America raised its MSFT price target to $600 from $500, citing 43% Azure growth, more than 30 million paid Microsoft 365 Copilot seats and improving AI efficiency. The upgrade supports the view that Microsoft may generate stronger returns from its AI investments. Microsoft’s AI strategy accelerates cloud growth and efficiency: analysts
- Positive Sentiment: Recent results showed $90 billion in quarterly revenue, $4.81 in earnings per share and 43% Azure growth, while remaining performance obligations rose 84% to $678 billion. The figures reinforce Microsoft’s strong AI and cloud demand, though backlog revenue still must be converted into profitable cash flow. Microsoft Has the AI Backlog, But This Company Has the Returns
- Neutral Sentiment: Microsoft announced a 20-year power agreement for a planned West Texas data center and expanded AI partnerships, including a HUMAIN productivity bundle aimed at up to one million enterprise users. These deals support capacity and adoption but also underscore substantial execution requirements. Microsoft Signed a 20-Year AI Power Deal With Chevron
- Negative Sentiment: Microsoft’s AI infrastructure spending remains a key risk. Capital expenditures reached roughly $116 billion for fiscal 2026, while cloud gross margin declined from about 67% to 65%. Rising depreciation, energy and chip costs could pressure profitability if AI monetization lags investment. Big Tech Spent Over $1 Trillion on AI
- Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature limits its significance, but the sale reduced his holdings by 15.09% and follows broader insider selling. Microsoft CEO Satya Nadella Form 4 filing
Institutional Inflows and Outflows
A number of large investors have recently modified their holdings of MSFT. Montgomery Financial Services LLC bought a new position in shares of Microsoft in the 2nd quarter valued at about $26,000. Longfellow Investment Management Co. LLC grew its stake 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 purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft in the fourth quarter valued at about $34,000. Frankly Finances LLC bought a new position in Microsoft during the second quarter worth about $35,000. Finally, Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter valued at about $36,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
MSFT has been the subject of several recent research reports. Cantor Fitzgerald boosted their price target on Microsoft from $502.00 to $522.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Phillip Securities cut shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Evercore set a $528.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Citizens Jmp restated a “market outperform” rating and set a $550.00 price target on shares of Microsoft in a research note on Tuesday, July 28th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Microsoft in a research note on Monday. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $562.49.
Get Our Latest Stock Report on Microsoft
Insider Buying and Selling
In related news, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 108,335 shares of company stock valued at $53,499,700 in the last 90 days. 0.03% of the stock is owned by insiders.
About Representative Hern
Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.
Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.
Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.
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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