Rep. Gilbert Ray Cisneros, Jr. Sells Microsoft Corporation (NASDAQ:MSFT) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on February 10th. 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 Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

Microsoft Stock Down 0.7%

NASDAQ MSFT traded down $3.02 on Thursday, reaching $401.86. The company had a trading volume of 27,203,929 shares, compared to its average volume of 33,296,228. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The firm has a 50-day moving average of $429.01 and a 200-day moving average of $476.96. The firm has a market capitalization of $2.98 trillion, a PE ratio of 25.13, a P/E/G ratio of 1.58 and a beta of 1.10. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $80.28 billion. During the same period in the prior year, the company posted $3.23 earnings per share. The firm’s quarterly revenue was up 16.7% on a year-over-year basis. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. 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 stake in shares of Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft during the fourth quarter worth about $36,000. Bayforest Capital Ltd bought a new stake in Microsoft in the 3rd quarter valued at approximately $38,000. Finally, Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 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: Sell‑side support remains strong — several firms have reiterated buys/outperform and bullish price targets, which underpins long‑term investor confidence. William Blair reiterates Outperform on Microsoft
• Positive Sentiment: Product/AI momentum — Microsoft is rolling out Copilot Health, agentic Copilot features across Office apps, and the new Microsoft 365 E7 AI bundle (adds Anthropic Claude Cowork, Agent 365, Entra), all of which support higher‑value commercial monetization and stickier cloud revenue. Copilot Health paves path to medical superintelligence
• Positive Sentiment: Social and trader sentiment is highlighting agentic Copilot and AI infrastructure leadership as reasons for near‑term support and potential upside if resistance breaks. Quiver Quant summary of Agentic Copilot buzz
• Neutral Sentiment: Xbox roadmap and gaming hardware (Project Helix prototypes to developers in 2027) bolster long‑term diversification but have limited near‑term revenue impact. CNBC on Project Helix
• Neutral Sentiment: Analyst price targets remain elevated (median targets well above current levels) and institutional positioning is mixed — supportive for a medium‑term recovery but not an immediate catalyst. Zacks on analyst views
• Negative Sentiment: High and rising capital expenditures for AI data centers are a near‑term earnings headwind; investor letters and coverage flag capex intensity as a reason MSFT has underperformed peers despite strong top‑line growth. InsiderMonkey on data center capex concerns
• Negative Sentiment: Leadership change — Rajesh Jha, a senior exec tied to Office/Copilot rollouts, is retiring; markets tend to discount execution risk when key product leaders depart. Reuters on Rajesh Jha retirement
• Negative Sentiment: Regulatory/political risk — Microsoft’s public support for Anthropic in its legal fight with the Pentagon raises short‑term uncertainty around government contracting and could create customer/contract exposure. FT: Microsoft backs Anthropic vs Pentagon
• Negative Sentiment: Macro and market‑structure risk — rotation out of megacap tech and warnings about midterm‑year volatility are pressuring MSFT along with peers. Technical support levels around the recent pullback are being watched by traders. MarketBeat mid‑March market warning

Insiders Place Their Bets

In related news, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. Wedbush reduced their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Melius Research set a $430.00 target price on shares of Microsoft in a report on Monday, February 9th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, March 5th. Wolfe Research reduced their target price on Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, TD Cowen restated a “buy” rating on shares of Microsoft in a research report 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’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

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).