Microsoft (NASDAQ:MSFT) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on December 19th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Microsoft Trading Up 0.2%

NASDAQ:MSFT traded up $0.93 during midday trading on Thursday, hitting $460.31. The stock had a trading volume of 7,735,265 shares, compared to its average volume of 22,249,563. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The company has a market capitalization of $3.42 trillion, a price-to-earnings ratio of 32.74, a PEG ratio of 1.76 and a beta of 1.07. The stock has a 50-day moving average of $485.51 and a 200 day moving average of $503.16. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The business had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the company posted $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, February 19th. Microsoft’s payout ratio is 25.89%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and CIOs still point to Microsoft’s leadership in cloud and generative AI, providing a bullish backdrop for Azure and Copilot adoption. Microsoft: CIO Survey Highlights Unmatched Cloud and Generative AI Leadership…
• Positive Sentiment: Third‑party vendors are launching apps and services powered by Microsoft Foundry/Azure, which supports recurring Azure consumption and enterprise stickiness. SymphonyAI Launches Next-Generation CINDE Merchandising Agents…Powered by Microsoft Foundry and Azure
• Positive Sentiment: Wikipedia struck licensing deals with major AI firms including Microsoft, which eases model training access and is strategically positive for Microsoft’s AI data needs and content quality. Wikipedia owner signs on Microsoft, Meta in AI content training deals
• Neutral Sentiment: Microsoft bought a record 2.85M soil‑carbon credits to offset surging data‑centre emissions — a large, one‑time ESG/offset expense that supports sustainability goals but adds headline costs. Microsoft in record deal for soil carbon credits as data centres surge
• Neutral Sentiment: Reports say Microsoft is increasing spending on Anthropic models (approaching ~$500M/year). This underwrites product features but raises ongoing AI bill concerns; impact depends on realized revenue lift. Microsoft Spending on Anthropic Approaches $500 Million a Year
• Neutral Sentiment: Microsoft expanded digital‑trust protections for its owned/operated publishers, reducing ad/malware risk on its properties (operationally positive but modest for EPS). The Media Trust Expands Digital Trust and Safety Solutions with Microsoft Owned and Operated Publishers
• Negative Sentiment: Swiss competition authorities opened a preliminary probe into Microsoft’s licensing‑fee hikes for Microsoft 365 after complaints — a potential regulatory overhang that could lead to fines, forced remedies, or price pressures. Swiss competition authority opens probe into Microsoft licensing fees
• Negative Sentiment: Microsoft’s “community‑first” data‑center pledge (covering electricity upgrades, higher local rates, water replenishment, taxes) is intended to calm communities but raises investor worries about higher capital/operating costs and margin pressure for AI growth. Microsoft announces glut of new data centers but says it won’t let your electricity bill go up
• Negative Sentiment: Broad sector rotation and valuation reset fears (duration risk, Fed uncertainty) have pressured high‑growth tech names, contributing to MSFT’s move to multi‑month lows as investors tighten exposure to AI plays. Tech Wreck or Valuation Reset? Rotating to Value in 2026

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 over the last quarter. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. DA Davidson reaffirmed a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, December 4th. Robert W. Baird initiated coverage on shares of Microsoft in a research note on Friday, November 14th. They set an “outperform” rating and a $600.00 target price for the company. Rothschild & Co Redburn restated a “neutral” rating and issued a $500.00 price objective (down from $560.00) on shares of Microsoft in a research note on Tuesday, November 18th. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $630.37.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the period. Bulwark Capital Corp bought a new stake in Microsoft during the second quarter worth approximately $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft during the third quarter worth approximately $38,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of Microsoft during the third quarter valued at about $49,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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).