Microsoft (NASDAQ:MSFT) Shares Acquired Rep. David Taylor

Representative David Taylor (Republican-Ohio) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Microsoft stock on February 26th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Fifth Third Bancorp (NASDAQ:FITB) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Parker-Hannifin (NYSE:PH) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Marathon Petroleum (NYSE:MPC) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Lam Research (NASDAQ:LRCX) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Kroger (NYSE:KR) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of International Business Machines (NYSE:IBM) on 2/26/2026.
• Sold $15,001 – $50,000 in shares of Salesforce (NYSE:CRM) on 2/26/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 2/26/2026.

Microsoft Price Performance

MSFT stock traded down $3.16 during trading on Tuesday, hitting $406.25. The stock had a trading volume of 8,004,588 shares, compared to its average volume of 36,966,938. The stock has a market cap of $3.02 trillion, a price-to-earnings ratio of 25.39, a price-to-earnings-growth ratio of 1.60 and a beta of 1.10. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. 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’s 50 day moving average price is $433.86 and its two-hundred day moving average price is $478.72.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the business earned $3.23 earnings per share. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on MSFT shares. Bank of America reduced their target price on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Cantor Fitzgerald reissued an “overweight” rating and set a $590.00 price target on shares of Microsoft in a research report on Thursday, January 29th. Citigroup reduced their price target on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Scotiabank dropped their price target on Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research report on Thursday, January 29th. Finally, Wedbush dropped their price objective on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $591.95.

Insiders Place Their Bets

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in MSFT. Norges Bank acquired a new stake in Microsoft in the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co lifted 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 acquired a new position in shares of Microsoft during the first quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in Microsoft by 500.0% during 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 raised its position in shares of Microsoft by 49,640.3% during 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. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure-centered AI strategy: Microsoft’s dual‑model approach (supporting both Anthropic’s Claude and OpenAI’s GPT-5.4) reinforces Azure as the enterprise AI infrastructure winner — that should drive additional cloud consumption and Copilot seat revenue. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Positive Sentiment: Copilot Cowork & Anthropic tie-up: Microsoft added Anthropic’s Claude to Copilot Cowork (AI agents) — a direct product push to automate enterprise workflows that can increase Azure usage and justify higher per‑user pricing. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: New E7 / $99 enterprise bundle: Microsoft rolled out a $99/user E7 tier (M365 E5 + Copilot + Agent 365) to accelerate seat-based AI adoption and lift ARPU — a clear monetization lever for investors to watch. Microsoft Unveils AI-Centric $99-Per-User Software Bundle
• Positive Sentiment: Bullish commentary / buying opportunity view: Some analysts and pundits (e.g., Dan Ives) are calling the pullback a generational buying opportunity for MSFT on improving AI monetization and cloud fundamentals. Microsoft, Palantir Are Selling At ‘Garage Sale Prices,’ Says Dan Ives
• Neutral Sentiment: Regulatory/geopolitical exposure: Microsoft is keeping Anthropic access available to many customers despite the Pentagon’s supply‑chain designation — that preserves Claude-driven Azure demand but maintains headline risk. Anthropic sues to block Pentagon blacklisting
• Neutral Sentiment: Adoption cadence & valuation debate: Commentators note Copilot is still early-stage enterprise rollout; mixed analyst views on timing of monetization keep intraday volatility elevated. Should You Buy Microsoft At $400?
• Negative Sentiment: Insider sale: EVP Kathleen Hogan sold 12,321 shares (~$5.0M) recently — an event some traders treat as a modest near‑term negative signal on insider conviction. SEC Form 4 — Kathleen T. Hogan sale
• Negative Sentiment: Legal & safety headlines: Anthropic’s legal fight with the Pentagon and broader litigation/regulatory scrutiny around AI safety raise execution and compliance risk that could pressure sentiment or increase costs. Anthropic sues to block Pentagon blacklisting

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, 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).