Representative Pete Sessions (Republican-Texas) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on October 27th, the Representative disclosed that they had sold between $250,001 and $500,000 in Microsoft stock on October 2nd. The trade occurred in the Representative’s “TRUST ONE” account.
Representative Pete Sessions also recently made the following trade(s):
- Sold $1,001 – $15,000 in shares of Walt Disney (NYSE:DIS) on 10/28/2026.
- Sold $15,001 – $50,000 in shares of Amazon.com (NASDAQ:AMZN) on 10/27/2026.
- Sold $1,001 – $15,000 in shares of McDonald’s (NYSE:MCD) on 10/27/2026.
- Sold $15,001 – $50,000 in shares of Lowe’s Companies (NYSE:LOW) on 10/22/2026.
- Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 10/22/2026.
- Sold $1,001 – $15,000 in shares of Solstice Advanced Mat (NASDAQ:SOLS) on 10/21/2026.
- Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 10/21/2026.
- Sold $0 – $1,000 in shares of Resideo Technologies (NYSE:REZI) on 10/21/2026.
- Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 10/20/2026.
- Sold $15,001 – $50,000 in shares of Berkshire Hathaway (NYSE:BRK.B) on 10/15/2026.
Microsoft Price Performance
Shares of NASDAQ:MSFT opened at $530.14 on Friday. The firm has a market capitalization of $3.94 trillion, a price-to-earnings ratio of 29.43, a PEG ratio of 1.67 and a beta of 1.10. The stock’s 50 day moving average is $512.10 and its 200-day moving average is $438.21. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $551.15. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, beating analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a return on equity of 32.31% and a net margin of 41.17%. The business had revenue of $92.28 billion during the quarter, compared to analyst estimates of $90.62 billion. During the same period in the prior year, the firm posted $4.13 EPS. Microsoft’s quarterly revenue was up 18.8% compared to the same quarter last year. Sell-side analysts forecast that Microsoft Corporation will post 19.66 EPS for the current fiscal year.
Microsoft Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is 20.27%.
Analysts Set New Price Targets
A number of research firms have weighed in on MSFT. CLSA reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday. Benchmark restated a “buy” rating on shares of Microsoft in a research report on Friday, July 24th. Griffin Securities lowered Microsoft from a “buy” rating to a “neutral” rating in a research note on Thursday. Finally, Guggenheim increased their target price on Microsoft from $586.00 to $595.00 and gave the company a “buy” rating in a research note on Thursday. Forty-five research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average target price of $609.54.
View Our Latest Analysis on MSFT
Insider Buying and Selling at Microsoft
In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 150,314 shares of company stock worth $75,404,992 in the last ninety days. 0.03% of the stock is owned by company insiders.
Institutional Investors Weigh In On Microsoft
A number of large investors have recently made changes to their positions in MSFT. Montgomery Financial Services LLC bought a new stake in shares of Microsoft during the 2nd quarter valued at $26,000. Frankly Finances LLC bought a new position in shares of Microsoft in the 2nd quarter worth about $35,000. Bard Associates Inc. purchased a new position in Microsoft during the 2nd quarter valued at about $37,000. PMV Capital Advisers LLC purchased a new position in Microsoft during the 2nd quarter valued at about $38,000. Finally, Fiduciary Advisors Inc. lifted its position in Microsoft by 37.4% during the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after acquiring an additional 34 shares during the period. 71.13% of the stock is currently owned by institutional investors.
Key Stories Impacting Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
- Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
- Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
- Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
- Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
- Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
- Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI
About Representative Sessions
Pete Sessions (Republican Party) is a member of the U.S. House, representing Texas’ 17th Congressional District. He assumed office on January 3, 2021. His current term ends on January 3, 2027.
Sessions (Republican Party) ran for re-election to the U.S. House to represent Texas’ 17th Congressional District. He won in the general election on November 5, 2024.
On October 20, 2023, Sessions announced he was running to replace Kevin McCarthy (R) as speaker of the U.S. House in the 118th Congress. Sessions lost the first round of nomination voting on October 24, 2023.
Pete Sessions was born and lives in Waco, Texas. Sessions earned a B.S. from Southwestern University in 1978. Sessions’ career experience includes working as an executive with AT&T.
About Microsoft
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
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