Rep. John McGuire Acquires Microsoft Corporation (NASDAQ:MSFT) Stock

Representative John McGuire (R-Virginia) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on January 21st. The trade occurred in the Representative’s “MERRILL LYNCH SEP IRA” account.

Representative John McGuire also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 1/20/2026.

Microsoft Trading Down 0.3%

MSFT traded down $1.14 on Thursday, reaching $398.46. 28,107,953 shares of the company’s stock were exchanged, compared to its average volume of 43,881,940. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company’s 50 day moving average is $453.76 and its 200-day moving average is $489.29. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company has a market cap of $2.96 trillion, a price-to-earnings ratio of 24.92, a PEG ratio of 1.56 and a beta of 1.08.

Microsoft (NASDAQ:MSFT) last announced its quarterly 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. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the prior year, the company earned $3.23 EPS. The firm’s revenue was up 16.7% on a year-over-year basis. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 22.76%.

Institutional Trading of Microsoft

Several hedge funds have recently made changes to their positions in the stock. 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 worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the period. State Street Corp lifted its holdings in Microsoft by 2.1% in the 4th 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 during the last quarter. Geode Capital Management LLC boosted its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after purchasing an additional 1,911,142 shares in the last quarter. Morgan Stanley grew its stake in shares of Microsoft by 0.8% in the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Microsoft in the 4th quarter worth approximately $50,664,631,000. Institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the topic of several recent analyst reports. Raymond James Financial cut their price target on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Royal Bank Of Canada reissued an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, January 29th. DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Finally, Scotiabank lowered their price objective on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating for the company in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $591.95.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft locked in a long‑duration revenue arrangement with OpenAI (20% share extended through 2032), creating a sizeable, recurring cash‑flow channel tied to the AI leader — a clear structural upside for MSFT’s AI monetization thesis. Read More.
• Positive Sentiment: Insider buying: director John W. Stanton purchased 5,000 shares (~$2M), a behavioral vote of confidence that can help stabilize sentiment after recent weakness. Read More.
• Positive Sentiment: Wall Street / institutional interest: Morgan Stanley and other firms highlight MSFT as under‑owned and many hedge funds/institutions have added to positions or maintained positive ratings — supports potential inflows if risk appetite returns. Read More.
• Positive Sentiment: ESG/operational: Microsoft commits to continue matching its electricity needs with renewable purchases as it scales data‑centers, lowering regulatory/ESG risk for long‑term investors. Read More.
• Neutral Sentiment: Growth vs. capex trade: Microsoft says it’s on pace to invest ~$50B in AI across the Global South by 2030 — a large, long‑term market expansion but one that requires heavy upfront capex and multi‑year execution. Read More.
• Neutral Sentiment: Partnerships/enterprise traction: CrowdStrike’s Falcon is now available on Microsoft Marketplace, which increases enterprise stickiness and could drive incremental marketplace revenue over time (limited immediate impact). Read More.
• Neutral Sentiment: Industry moves (indirect effect): NVIDIA and Meta deepen their AI alliance and huge capex plans — this underscores relentless demand for compute but also signals competitors (Meta) spending to build infrastructure that could reduce future cloud demand. Implication for MSFT is mixed. Read More.
• Negative Sentiment: Near‑term selling and rotation: several pieces point to investor dumping and downgrades after a strong earnings beat — concerns that MSFT’s massive AI infrastructure spending will pressure near‑term margins have triggered profit‑taking and volatility. Read More.
• Negative Sentiment: Product/security jitters and sector pressure: reports of an Office/Copilot bug and research on “recommendation poisoning,” together with tech‑sector downgrades, amplify short‑term adoption and regulatory risk narratives. Read More. Read More.

About Representative McGuire

John McGuire (Republican Party) is a member of the U.S. House, representing Virginia’s 5th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

McGuire (Republican Party) is running for re-election to the U.S. House to represent Virginia’s 5th Congressional District. He declared candidacy for the 2026 election.

John McGuire was born in Richmond, Virginia. McGuire graduated from Henrico High School. He served as a U.S. Navy Seal from 1988 to 1998. His professional experience includes founding SEAL Team Physical Training Inc.

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).