Rep. John McGuire Purchases Shares of Microsoft Corporation (NASDAQ:MSFT)

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%

NASDAQ MSFT traded down $1.14 during mid-day trading on Thursday, reaching $398.46. 28,107,953 shares of the stock were exchanged, compared to its average volume of 37,686,355. The stock has a market cap of $2.96 trillion, a P/E ratio of 24.92, a P/E/G ratio of 1.55 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a 50 day simple moving average of $455.46 and a 200-day simple moving average of $489.92.

Microsoft (NASDAQ:MSFT) last issued its 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. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.23 earnings per share. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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

Institutional Investors Weigh In On Microsoft

Several institutional investors have recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter valued at about $34,000. Bayforest Capital Ltd purchased a new stake in Microsoft during the 3rd quarter valued at about $38,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter worth approximately $36,000. Finally, Fairway Wealth LLC increased its stake in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MSFT. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, January 29th. KeyCorp lowered their price objective on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Wells Fargo & Company reduced their price objective on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Finally, Robert W. Baird set a $540.00 target price on shares of Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $591.95.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft locked in a long‑term revenue stake in OpenAI (20% through 2032), creating a multi‑year, high‑margin cash‑flow stream that materially strengthens MSFT’s AI monetization outlook. Microsoft Locks In 20% Of OpenAI’s Revenue
• Positive Sentiment: Insider buying: director John W. Stanton purchased ~5,000 shares (~$2M), signaling managerial confidence and sometimes prompting short‑term investor interest. Insider Purchase: Director at $MSFT Buys 5,000 Shares
• Positive Sentiment: Wall Street conviction: notes calling MSFT “under‑owned” and the broad analyst buy/overweight consensus (median price targets well above current levels) support potential institutional inflows over time. Morgan Stanley: Microsoft is the Most Under-Owned Stock
• Neutral Sentiment: Global expansion: Microsoft plans ~ $50B of AI investment in the “Global South” through 2030 — a major growth opportunity but one that requires years of capex and execution. Microsoft $50B Global South AI push
• Neutral Sentiment: Product ecosystem traction: incremental partnerships (e.g., CrowdStrike’s Falcon on Microsoft Marketplace) deepen enterprise stickiness but have limited immediate revenue impact. Falcon on Microsoft Marketplace
• Neutral Sentiment: Sector dynamics: NVIDIA‑Meta’s huge AI infrastructure deal underscores heavy capex across hyperscalers — good for chip suppliers but a mixed signal for cloud incumbents if large customers build private stacks. NVIDIA and Meta Deepen Their AI Alliance
• Negative Sentiment: AI product risks: recent reports of a Copilot/Office bug and research on “recommendation poisoning” raise short‑term product quality and security concerns that can slow enterprise adoption. New AI-Related Bug Does Not Dampen Microsoft Stock
• Negative Sentiment: Rotation and margin worries: investors have trimmed MSFT amid concerns that aggressive AI/data‑center spending will pressure near‑term margins; this has produced downgrades and selling that keeps shares under pressure despite strong fundamentals. Investors Dump Microsoft Shares

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 2,850 shares of the 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 of the company’s stock, valued at $26,703,959.04. This represents a 4.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

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.

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).