Representative Lisa C. McClain (Republican-Michigan) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on September 30th. The trade occurred in the Representative’s “CHARLES SCHWAB 401K (HANTZ) > SCHWAB 824” account.
Representative Lisa C. McClain also recently made the following trade(s):
- Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/30/2026.
- Sold $15,001 – $50,000 in shares of Seagate Technology (NASDAQ:STX) on 9/30/2026.
- Purchased $1,001 – $15,000 in shares of Caterpillar (NYSE:CAT) on 9/28/2026.
- Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/28/2026.
- Purchased $15,001 – $50,000 in shares of Olin (NYSE:OLN) on 9/14/2026.
- Purchased $1,001 – $15,000 in shares of Novagold Resources (NYSEAMERICAN:NG) on 9/14/2026.
- Purchased $15,001 – $50,000 in shares of Transocean (NYSE:RIG) on 9/14/2026.
- Purchased $15,001 – $50,000 in shares of CACI International (NYSE:CACI) on 9/14/2026.
Microsoft Price Performance
MSFT stock opened at $543.45 on Wednesday. The stock has a market capitalization of $4.04 trillion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.74 and a beta of 1.10. The company’s 50-day moving average is $503.23 and its 200-day moving average is $437.50. 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 Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.
Wall Street Analyst Weigh In
MSFT has been the subject of a number of research reports. Benchmark reissued a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Morgan Stanley lowered Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. Melius Research set a $665.00 target price on Microsoft and gave the stock a “buy” rating in a report on Monday, October 5th. Citigroup raised shares of Microsoft from a “market outperform” rating to a “buy” rating in a research report on Monday, October 5th. Finally, TD Cowen reissued a “buy” rating and issued a $540.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $581.80.
View Our Latest Stock Report on Microsoft
Microsoft News Summary
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Maia 300 strengthens Microsoft’s AI strategy. Microsoft unveiled its third-generation Maia 300 custom AI processor, which it says can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems. The company plans multi-gigawatt deployments beginning in 2027, potentially lowering inference costs, improving Azure margins and reducing reliance on Nvidia and AMD. Microsoft Reveals Next-Gen Maia 300 Custom AI Chip For Widespread Deployment
- Positive Sentiment: AI infrastructure demand remains exceptionally strong. Microsoft reportedly signed more than $130 billion in data-center leases during the quarter, signaling aggressive capacity expansion to meet demand for Azure and AI services. Management has also indicated that demand continues to exceed available capacity, while its commercial backlog has reached a record level. Microsoft Reports $130 Billion in Data Center Leases
- Positive Sentiment: Analyst sentiment is supportive ahead of earnings. Barclays raised its Microsoft price target to $600 from $512 and expects greater differentiation in software results. Microsoft is scheduled to report fiscal first-quarter 2027 results on October 28, with consensus estimates of approximately $4.72 in earnings per share and $90.4 billion in revenue. Microsoft price target raised to $600 from $512 at Barclays
- Positive Sentiment: New AI products broaden Microsoft’s growth opportunities. The Decision-1 model is described as faster and cheaper to operate than competing systems, while new Surface Pro and Surface Laptop devices add AI features, 5G connectivity and improved battery efficiency.
- Neutral Sentiment: Investors are weighing AI growth against spending. The Maia rollout could improve long-term economics, but Microsoft is committing substantial capital to data centers and chips. Analysts are monitoring whether shrinking free cash flow and high infrastructure costs offset Azure and Copilot growth.
- Negative Sentiment: Regulatory and execution risks remain. Microsoft is conducting another round of layoffs in Israel, its research chief Peter Lee is leaving for Mercedes’ Formula 1 team, and Norway fined subsidiary Xandr €8.6 million over Grindr data sharing. Nadella and President Brad Smith are also calling for stronger AI safeguards, highlighting potential compliance costs and liability risks.
Insider Activity
In related news, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 Microsoft stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 143,009 shares of company stock valued at $71,420,699 over the last ninety days. Company insiders own 0.03% of the company’s stock.
Institutional Investors Weigh In On Microsoft
A number of institutional investors and hedge funds have recently bought and sold shares of MSFT. Allied Investment Advisors LLC lifted its stake in Microsoft by 0.3% during the 3rd quarter. Allied Investment Advisors LLC now owns 68,320 shares of the software giant’s stock valued at $35,042,000 after acquiring an additional 195 shares in the last quarter. Salem Investment Counselors Inc. boosted its holdings in Microsoft by 0.9% during the 3rd quarter. Salem Investment Counselors Inc. now owns 401,376 shares of the software giant’s stock worth $205,866,000 after acquiring an additional 3,645 shares during the last quarter. Ulland Investment Advisors LLC grew its stake in shares of Microsoft by 1.0% in the 3rd quarter. Ulland Investment Advisors LLC now owns 5,404 shares of the software giant’s stock worth $2,772,000 after acquiring an additional 55 shares in the last quarter. Copeland Capital Management LLC grew its stake in shares of Microsoft by 0.9% in the 3rd quarter. Copeland Capital Management LLC now owns 66,124 shares of the software giant’s stock worth $33,915,000 after acquiring an additional 597 shares in the last quarter. Finally, Foster Group Inc. raised its holdings in shares of Microsoft by 8.0% in the third quarter. Foster Group Inc. now owns 16,615 shares of the software giant’s stock valued at $8,522,000 after purchasing an additional 1,236 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.
About Representative McClain
Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.
McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.
Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.
About Microsoft
Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.
Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.
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